Heirloom Wealth Management

Q4 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    43

  • Value ($000)

    $432,633

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0001882903
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$45.78M
11 %

491,798

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$45.54M
11 %

1,096,011

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$30.77M
7 %

98,069

V
V

VISA INC

COM CL A
92826C839
$27.79M
6 %

79,233

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$27.06M
6 %

145,111

M
MSFT

MICROSOFT CORP

COM
594918104
$26.6M
6 %

55,007

R
RSG

REPUBLIC SVCS INC

COM
760759100
$21.77M
5 %

102,717

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$21.15M
5 %

42,074

M
META

META PLATFORMS INC

CL A
30303M102
$18.47M
4 %

27,986

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$16.88M
4 %

55,546

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