HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XPEL | 82K | $3.62M |
 | HLN | 44K | $437.33K |
 | WFC | 27K | $2.17M |
 | NVDA | 25K | $4.36M |
 | SONY | 25K | $516.16K |
 | AAPL | 22K | $5.57M |
 | FSCO | 22K | $110.29K |
 | WMB | 19K | $1.38M |
 | APH | 16K | $2.02M |
 | WEC | 13K | $1.52M |
 | SHO | 13K | $117.60K |
 | NDAQ | 12K | $1.03M |
 | MSFT | 11K | $4.06M |
 | STT | 11K | $1.34M |
 | RTX | 10K | $1.98M |
 | WMT | 10K | $1.27M |
 | AMZN | 10K | $2.11M |
 | RELX | 10K | $317.59K |
 | AVGO | 9K | $2.88M |
 | EMR | 9K | $1.22M |
XPEL, Inc.
XPEL
Shares Held
82K
Value
$3.62M
Haleon plc
HLN
Shares Held
44K
Value
$437.33K
Wells Fargo & Company
WFC
Shares Held
27K
Value
$2.17M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.36M
Sony Group Corporation
SONY
Shares Held
25K
Value
$516.16K
Apple Inc.
AAPL
Shares Held
22K
Value
$5.57M
FS Credit Opportunities Corp.
FSCO
Shares Held
22K
Value
$110.29K
The Williams Companies, Inc.
WMB
Shares Held
19K
Value
$1.38M
Amphenol Corporation
APH
Shares Held
16K
Value
$2.02M
WEC Energy Group, Inc.
WEC
Shares Held
13K
Value
$1.52M
Sunstone Hotel Investors, Inc.
SHO
Shares Held
13K
Value
$117.60K
Nasdaq, Inc.
NDAQ
Shares Held
12K
Value
$1.03M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.06M
State Street Corporation
STT
Shares Held
11K
Value
$1.34M
RTX Corporation
RTX
Shares Held
10K
Value
$1.98M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.27M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.11M
RELX Plc
RELX
Shares Held
10K
Value
$317.59K
Broadcom Inc.
AVGO
Shares Held
9K
Value
$2.88M
Emerson Electric Co.
EMR
Shares Held
9K
Value
$1.22M