Heirloom Wealth Management 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001882903 · GREENWOOD VILLAGE, CO

As of Sep 30, 2025, Heirloom Wealth Management reported 43 positions worth $413.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	BOND	—	482,494	$45.0M	10.88%
DIMENSIONAL ETF TRUST	DFIP	—	1,065,660	$45.0M	10.87%
ALPHABET INC	GOOG	Equity	128,026	$31.2M	7.53%
NVIDIA CORP	NVDA	Technology	158,140	$29.5M	7.13%
MICROSOFT CORP	MSFT	Technology	54,115	$28.0M	6.77%
VISA INC-CLASS A SHARES	V	Financial Services	69,297	$23.7M	5.72%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	40,965	$20.6M	4.98%
REPUBLIC SERVICES INC	RSG	Industrials	85,168	9.5M	4.72%
ASML HOLDING NV	ASML	Technology	17,998	7.4M	4.21%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	55,047	5.4M	3.71%
META PLATFORMS INC	META	Communication Services	19,997	4.7M	3.55%
MERCADOLIBRE INC	MELI	Consumer Cyclical	6,191	4.5M	3.50%
LINDE PLC	LIN	Basic Materials	29,735	4.1M	3.41%
PARKER-HANNIFIN CORP	PH	Industrials	16,046	2.2M	2.94%
APPLE INC	AAPL	Technology	46,199	1.8M	2.84%
THE HEALTH CARE SELECT SECTOR SPDR FUND	XLV	Equity	70,549	$9.8M	2.37%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	MINT	—	80,345	$8.1M	1.95%
ISHARES BITCOIN TRUST ETF	IBIT	—	122,720	$8.0M	1.93%
AVANTIS US EQUITY ETF	AVUS	—	72,753	$7.9M	1.91%
VERTEX PHARMACEUTICALS INC	VRTX	Healthcare	19,966	$7.8M	1.89%
NOVO NORDISK A S	NVO	Healthcare	138,715	$7.7M	1.86%
EXXON MOBIL CORP	XOM	Energy	63,713	$7.2M	1.74%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	92,452	$3.0M	0.71%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	34,330	$2.7M	0.65%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	1,517	.4M	0.34%