Heirloom Wealth Management
Q2 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
43
- Value ($000)
$378,779
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001882903
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $41.11 M | 11 % | 983,348 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $40.77 M | 11 % | 442,263 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $30.47 M | 8 % | 192,885 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.62 M | 7 % | 53,514 | ||
V VISA INC | COM CL A | 92826C839 | $24.44 M | 7 % | 68,826 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $22.44 M | 6 % | 126,524 | ||
RSG REPUBLIC SVCS INC | COM | 760759100 | $20.81 M | 6 % | 84,366 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $18.62 M | 5 % | 38,323 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $18.60 M | 5 % | 23,213 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $15.77 M | 4 % | 6,032 |
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