Heirloom Wealth Management
Q3 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
43
- Value ($000)
$413,916
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $45.04 M | 11 % | 482,494 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $45.00 M | 11 % | 1,065,660 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $31.18 M | 8 % | 128,026 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $29.51 M | 7 % | 158,140 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $28.03 M | 7 % | 54,115 | ||
V VISA INC | COM CL A | 92826C839 | $23.66 M | 6 % | 69,297 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.59 M | 5 % | 40,965 | ||
RSG REPUBLIC SVCS INC | COM | 760759100 | $19.54 M | 5 % | 85,168 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $17.42 M | 4 % | 17,998 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $15.37 M | 4 % | 55,047 |
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