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Portfolio (Quarterly) Guide ↗

Heritage Financial Services, LLC

· CIK 0001752035
13F Portfolio $1.2B AUM 126 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 38 Added 55 Reduced 14 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 4,520,404.0 $179.0M 14.94% -101K -2.2% $39.59 +9.5%
2 DFEM DIMENSIONAL ETF TRUST 1,741,258.0 $57.6M 4.81% -49K -2.8% $33.08 +19.8%
3 ITOT ISHARES TR 122,164.0 $18.2M 1.52% -9K -7.0% $148.69 +9.1%
4 J P MORGAN EXCHANGE TRADED F 255,596.0 $12.9M 1.08% -4K -1.4% $50.59
5 AAPL APPLE INC Technology 39,019.0 $10.6M 0.89% -3K -6.9% $271.86 +12.2%
6 NVDA NVIDIA CORPORATION Technology 24,012.0 $4.5M 0.37% -17K -41.3% $186.50 +17.7%
7 MSFT MICROSOFT CORP Technology 8,267.0 $4.0M 0.33% -877.0 -9.6% $483.63 -13.3%
8 IEMG ISHARES INC 49,274.0 $3.3M 0.28% -6K -10.8% $67.22 +19.9%
9 DFEV DIMENSIONAL ETF TRUST 82,590.0 $2.8M 0.23% -2K -2.1% $33.74 +22.3%
10 VOO VANGUARD INDEX FDS 3,828.0 $2.4M 0.20% -497.0 -11.5% $627.16 +8.9%
11 IVV ISHARES TR 3,422.0 $2.3M 0.20% -141.0 -4.0% $684.94 +8.9%
12 IVW ISHARES TR 17,172.0 $2.1M 0.18% -1K -7.4% $123.26 +10.8%
13 AVGO BROADCOM INC Technology 6,035.0 $2.1M 0.17% -2K -26.6% $346.10 +19.8%
14 PG PROCTER AND GAMBLE CO Consumer Defensive 14,271.0 $2.0M 0.17% -151.0 -1.1% $143.31 -0.6%
15 IWV ISHARES TR 5,232.0 $2.0M 0.17% -163.0 -3.0% $386.87 +8.7%
16 SPY SPDR S&P 500 ETF TR Financial Services 2,928.0 $2.0M 0.17% -861.0 -22.7% $681.99 +8.9%
17 LLY ELI LILLY & CO Healthcare 1,800.0 $1.9M 0.16% -27.0 -1.5% $1074.68 -3.1%
18 IWF ISHARES TR 3,854.0 $1.8M 0.15% -244.0 -6.0% $473.30 -73.7%
19 BERKSHIRE HATHAWAY INC DEL 2,829.0 $1.4M 0.12% -698.0 -19.8% $502.65
20 GOOG ALPHABET INC Communication Services 4,428.0 $1.4M 0.12% -321.0 -6.8% $313.80 +22.2%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.8%
Financial Services 11.4%
Healthcare 11.4%
Consumer Defensive 8.8%
Consumer Cyclical 7.3%
Communication Services 5.6%
Industrials 4.1%
Energy 3.9%
Utilities 2.7%