Heirloom Wealth Management

Heirloom Wealth Management as of June 30, 2025

Portfolio Holdings for Heirloom Wealth Management

Heirloom Wealth Management holds 43 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Inflation Prote (DFIP) 10.9 $41M 983k 41.81
Pimco Etf Tr Active Bd Etf (BOND) 10.8 $41M 442k 92.18
NVIDIA Corporation (NVDA) 8.0 $31M 193k 157.99
Microsoft Corporation (MSFT) 7.0 $27M 54k 497.41
Visa Com Cl A (V) 6.5 $24M 69k 355.05
Alphabet Cap Stk Cl C (GOOG) 5.9 $22M 127k 177.39
Republic Services (RSG) 5.5 $21M 84k 246.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $19M 38k 485.76
Asml Holding N V N Y Registry Shs (ASML) 4.9 $19M 23k 801.39
MercadoLibre (MELI) 4.2 $16M 6.0k 2613.63
Meta Platforms Cl A (META) 3.8 $14M 19k 738.09
Linde SHS (LIN) 3.6 $14M 29k 469.18
Parker-Hannifin Corporation (PH) 2.9 $11M 16k 698.48
Apple (AAPL) 2.5 $9.3M 46k 205.17
Vertex Pharmaceuticals Incorporated (VRTX) 2.3 $8.7M 20k 445.19
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.1 $8.0M 36k 226.49
Eli Lilly & Co. (LLY) 1.9 $7.1M 9.1k 779.54
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.9 $7.0M 115k 61.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.8 $6.9M 69k 100.53
Exxon Mobil Corporation (XOM) 1.8 $6.8M 63k 107.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.7 $6.4M 152k 42.36
Novo-nordisk A S Adr (NVO) 1.5 $5.7M 83k 69.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $3.3M 114k 29.21
Costco Wholesale Corporation (COST) 0.4 $1.5M 1.6k 990.24
Blackstone Group Inc Com Cl A (BX) 0.3 $1.3M 8.5k 149.59
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $1.1M 38k 29.43
Ishares Tr Core 60/40 Balan (AOR) 0.2 $625k 10k 61.57
Servicenow (NOW) 0.2 $592k 576.00 1028.08
Accenture Plc Ireland Shs Class A (ACN) 0.2 $580k 1.9k 298.89
Alphabet Cap Stk Cl A (GOOGL) 0.1 $539k 3.1k 176.23
Enterprise Products Partners (EPD) 0.1 $506k 16k 31.01
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $462k 1.7k 279.83
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.1 $456k 8.2k 55.30
Ishares Tr Core 40/60 Moder (AOM) 0.1 $439k 9.5k 46.04
Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $412k 4.1k 101.20
Amazon (AMZN) 0.1 $372k 1.7k 219.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $297k 11k 26.50
Tesla Motors (TSLA) 0.1 $282k 889.00 317.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $247k 9.8k 25.30
Intuitive Surgical Com New (ISRG) 0.1 $245k 450.00 543.41
Concrete Pumping Hldgs (BBCP) 0.1 $226k 37k 6.15
Chevron Corporation (CVX) 0.1 $221k 1.5k 143.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $217k 7.7k 28.05