Heritage Family Offices, LLP
Family OfficeTop Portfolio Positions
125 positions ·
$103,156,293 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
21,942 | $5,568,660 | 5.40% | |
| NVDA |
Nvidia Corp
Technology
|
25,006 | $4,361,046 | 4.23% | |
| MSFT |
Microsoft Corp
Technology
|
10,958 | $4,056,322 | 3.93% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
129,188 | $3,874,348 | 3.76% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
81,802 | $3,620,556 | 3.51% | |
| AVGO |
Broadcom Inc.
Technology
|
9,319 | $2,884,323 | 2.80% | |
| GLDM |
World Gold Trust
|
28,044 | $2,599,398 | 2.52% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
27,282 | $2,171,920 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,113 | $2,106,234 | 2.04% | |
| KLAC |
Kla Corp
Technology
|
1,397 | $2,056,956 | 1.99% |
Portfolio Trend
8 quarters · across all stocks
Holdings in XPEL
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,620,556 | 81,802 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,082,737 | 81,802 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,705,192 | 81,802 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,936,691 | 81,802 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,403,342 | 81,802 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,267,171 | 81,802 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,547,752 | 81,802 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,908,879 | 81,802 | Shares | Sole | 2024-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||