Holdings
Heritage Family Offices, LLP
As of Jun 30, 2026, Heritage Family Offices, LLP reported 123 positions worth US$106M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 24,145 | US$6.99M | +2,203 | Jun 30, 2026 |
| Nvidia Corporation | 34,193 | US$6.84M | +9,187 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,850 | US$5.66M | +4,549 | Jun 30, 2026 |
| Microsoft Corp. | 11,842 | US$4.42M | +884 | Jun 30, 2026 |
| Xpel, Inc. | 81,802 | US$4.06M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 14,490 | US$3.45M | +4,377 | Jun 30, 2026 |
| Broadcom Inc. | 8,981 | US$3.39M | −338 | Jun 30, 2026 |
| Kla Corporation | 8,737 | US$2.64M | +7,340 | Jun 30, 2026 |
| Eli Lilly And Company | 1,911 | US$2.29M | +454 | Jun 30, 2026 |
| Amphenol Corporation | 10,928 | US$1.93M | −5,051 | Jun 30, 2026 |