Heirloom Wealth Management

Heirloom Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Heirloom Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr Active Bd Etf (BOND) 10.6 $46M 492k 93.08
Dimensional Etf Trust Inflation Prote (DFIP) 10.5 $46M 1.1M 41.55
Alphabet Cap Stk Cl C (GOOG) 7.1 $31M 98k 313.80
Visa Com Cl A (V) 6.4 $28M 79k 350.71
NVIDIA Corporation (NVDA) 6.3 $27M 145k 186.50
Microsoft Corporation (MSFT) 6.1 $27M 55k 483.62
Republic Services (RSG) 5.0 $22M 103k 211.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $21M 42k 502.64
Meta Platforms Cl A (META) 4.3 $19M 28k 660.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.9 $17M 56k 303.89
Linde SHS (LIN) 3.7 $16M 38k 426.39
Asml Holding N V N Y Registry Shs (ASML) 3.7 $16M 15k 1069.84
Parker-Hannifin Corporation (PH) 3.3 $14M 16k 878.93
MercadoLibre (MELI) 2.9 $13M 6.3k 2014.26
Apple (AAPL) 2.9 $13M 47k 271.86
Novo-nordisk A S Adr (NVO) 2.5 $11M 212k 50.88
Intuitive Surgical Com New (ISRG) 2.2 $9.7M 17k 566.36
Vertex Pharmaceuticals Incorporated (VRTX) 2.1 $9.2M 20k 453.35
American Centy Etf Tr Us Eqt Etf (AVUS) 2.1 $9.0M 80k 111.78
Exxon Mobil Corporation (XOM) 1.8 $7.7M 64k 120.34
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.8 $7.7M 77k 100.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $6.5M 130k 49.65
Goldman Sachs Physical Gold Unit (AAAU) 0.8 $3.3M 77k 42.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $3.1M 96k 32.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.7 $3.1M 37k 82.32
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.4k 862.19
Blackstone Group Inc Com Cl A (BX) 0.2 $994k 6.4k 154.15
Alphabet Cap Stk Cl A (GOOGL) 0.2 $836k 2.7k 313.00
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.2 $829k 13k 62.45
Ishares Tr Core 60/40 Balan (AOR) 0.1 $555k 8.5k 65.01
Enterprise Products Partners (EPD) 0.1 $523k 16k 32.06
Accenture Plc Ireland Shs Class A (ACN) 0.1 $521k 1.9k 268.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $491k 1.7k 290.22
Ishares Tr Core 40/60 Moder (AOM) 0.1 $434k 9.1k 47.73
Tesla Motors (TSLA) 0.1 $405k 901.00 449.72
Charles Schwab Corporation (SCHW) 0.1 $401k 4.0k 99.92
Amazon (AMZN) 0.1 $376k 1.6k 230.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $307k 11k 27.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $304k 11k 28.48
Chevron Corporation (CVX) 0.1 $241k 1.6k 152.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $233k 7.7k 30.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $230k 686.00 335.28
Broadcom (AVGO) 0.1 $222k 640.00 346.09