Heirloom Wealth Management
$690M 13F equity value
94 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Heirloom Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BOND | PIMCO ETF TR | 1,156,313 | $107M | 15.5% |
| GOOG | ALPHABET INC | 115,104 | $41M | 5.9% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 1,005,004 | $40M | 5.8% |
| V | VISA INC | 106,547 | $37M | 5.3% |
| PYLD | PIMCO ETF TR | 1,214,464 | $32M | 4.7% |
| NVDA | NVIDIA CORPORATION | 157,308 | $31M | 4.6% |
| RSG | REPUBLIC SVCS INC | 137,429 | $29M | 4.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 56,873 | $28M | 4.1% |
| MSFT | MICROSOFT CORP | 74,885 | $28M | 4.0% |
| META | META PLATFORMS INC | 47,942 | $27M | 3.9% |
Track Heirloom Wealth Management's 13F portfolio: $690M in reported holdings, 94 positions. Top holdings and quarterly changes on SentiSense.
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