Heritage Financial Services, LLC: summary

Heritage Financial Services, LLC reported 126 positions with a reported value of $1.20B in its 13F for Q4 2025. Compared with Q3 2025: 6 new positions, 14 exited.

Top positions

• VANGUARD INTERMEDIATE-TERM TREASURY ETF
• ISHARES TRUST
• DIMENSIONAL ETF TRUST
• J P MORGAN EXCHANGE TRADED
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
• ISHARES TR
• AVANTIS U.S. SMALL CAP VALUE ETF
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
• JPMORGAN ULTRA-SHORT INCOME ETF