Heirloom Wealth Management

Heirloom Wealth Management as of March 31, 2025

Portfolio Holdings for Heirloom Wealth Management

Heirloom Wealth Management holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Inflation Prote (DFIP) 12.4 $43M 1.0M 42.11
Ishares Tr Us Treas Bd Etf (GOVT) 12.1 $42M 1.8M 22.98
Visa Com Cl A (V) 6.9 $24M 69k 350.46
NVIDIA Corporation (NVDA) 6.0 $21M 192k 108.38
Republic Services (RSG) 5.8 $20M 84k 242.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.8 $20M 38k 532.57
Microsoft Corporation (MSFT) 5.8 $20M 54k 375.39
Alphabet Cap Stk Cl C (GOOG) 5.6 $20M 126k 156.23
Asml Holding N V N Y Registry Shs (ASML) 4.4 $15M 23k 662.63
Linde SHS (LIN) 3.9 $14M 29k 465.64
MercadoLibre (MELI) 3.3 $12M 6.0k 1950.87
Meta Platforms Cl A (META) 3.1 $11M 19k 576.36
Apple (AAPL) 2.9 $10M 45k 222.13
Parker-Hannifin Corporation (PH) 2.8 $9.6M 16k 607.85
Vertex Pharmaceuticals Incorporated (VRTX) 2.7 $9.5M 20k 484.81
Exxon Mobil Corporation (XOM) 2.1 $7.5M 63k 118.93
Eli Lilly & Co. (LLY) 2.1 $7.5M 9.0k 825.92
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.0 $6.8M 68k 100.62
Brown & Brown (BRO) 1.9 $6.8M 54k 124.40
Novo-nordisk A S Adr (NVO) 1.6 $5.8M 83k 69.44
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.6 $5.5M 144k 38.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $5.3M 113k 46.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.8M 111k 25.04
Costco Wholesale Corporation (COST) 0.4 $1.5M 1.6k 945.65
Blackstone Group Inc Com Cl A (BX) 0.3 $1.2M 8.5k 139.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $991k 35k 28.15
Accenture Plc Ireland Shs Class A (ACN) 0.2 $605k 1.9k 312.04
Enterprise Products Partners (EPD) 0.2 $557k 16k 34.14
Ishares Tr Core 60/40 Balan (AOR) 0.2 $536k 9.3k 57.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $487k 3.2k 154.64
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $427k 1.7k 258.62
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.1 $412k 8.2k 50.43
Ishares Tr Core 40/60 Moder (AOM) 0.1 $375k 8.5k 43.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $365k 13k 27.96
Chevron Corporation (CVX) 0.1 $355k 2.1k 167.29
Amazon (AMZN) 0.1 $335k 1.8k 190.26
Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $257k 2.5k 101.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $239k 10k 23.43
Tesla Motors (TSLA) 0.1 $233k 899.00 259.16
Intuitive Surgical Com New (ISRG) 0.1 $230k 464.00 495.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $203k 7.7k 26.20
Concrete Pumping Hldgs (BBCP) 0.1 $200k 37k 5.46