What does Heritage Financial Services, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Heritage Financial Services, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

VANGUARD SCOTTSDALE FDS

$312M5.2M26.0%

ISHARES TR

$270M3.3M22.6%

DIMENSIONAL ETF TRUST

$179M4.5M14.9%

J P MORGAN EXCHANGE TRADED F

$132M2.8M11.0%

DIMENSIONAL ETF TRUST

$58M1.7M4.8%

ISHARES TR

$49M868K4.1%

AMERICAN CENTY ETF TR

$20M196K1.7%

ISHARES TR

$18M122K1.5%

DIMENSIONAL ETF TRUST

$16M364K1.3%

J P MORGAN EXCHANGE TRADED F

$13M256K1.1%

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