Long-term investor
Heritage Family Offices, LLP @heritagefamilyofficesllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002019316).
Record
- Tracked since 2025-06-30 (471 days), 319 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months +4.0% · 1 year -2.8% · all -2.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 4.6% · long · since 2025-12-31
- 025072703 · 4.6% · long · since 2025-12-31
- 025072604 · 3.8% · long · since 2025-12-31
- 46435G268 · 3.2% · long · since 2025-06-30
- 78463X509 · 3.1% · long · since 2025-06-30
- 808524839 · 2.8% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- 464287465 · 2.4% · long · since 2025-06-30
- 78464A854 · 2.3% · long · since 2025-06-30
- 464287200 · 2.3% · long · since 2025-06-30
- 92203J407 · 2.1% · long · since 2026-03-31