Heirloom Wealth Management
Q4 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
43
- Value ($000)
$432,633
- Date Filed01/15/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $45.78M | 11 % | 491,798 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $45.54M | 11 % | 1,096,011 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $30.77M | 7 % | 98,069 | ||
VISA INC | COM CL A | 92826C839 | $27.79M | 6 % | 79,233 | ||
NVIDIA CORPORATION | COM | 67066G104 | $27.06M | 6 % | 145,111 | ||
MICROSOFT CORP | COM | 594918104 | $26.6M | 6 % | 55,007 | ||
REPUBLIC SVCS INC | COM | 760759100 | $21.77M | 5 % | 102,717 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $21.15M | 5 % | 42,074 | ||
META PLATFORMS INC | CL A | 30303M102 | $18.47M | 4 % | 27,986 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $16.88M | 4 % | 55,546 |
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