Heirloom Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgreenwood village, CO
- CIK0001882903
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $333.35M | DFIP, GOVT, V, GOOG | 13F-HR | Jan 22, 2025 | 000188290325000002 | ||
47 | $320.71M | DFIP, GOVT, MSFT, GOOG | 13F-HR | Oct 16, 2024 | 000188290324000006 | ||
47 | $308.64M | DFIP, GOVT, MSFT, GOOG | 13F-HR | Jul 31, 2024 | 000188290324000004 | ||
49 | $293.66M | DFIP, GOVT, MSFT, GOOG | 13F-HR | Apr 24, 2024 | 000188290324000002 | ||
52 | $260.57M | GOVT, DFIP, MSFT, GOOG | 13F-HR | Jan 31, 2024 | 000188290324000001 | ||
52 | $225.01M | GOVT, GOOG, MSFT, V | 13F-HR | Oct 23, 2023 | 000188290323000005 | ||
49 | $230.18M | MSFT, ASML HOLDING N V, V, IEI | 13F-HR | Aug 8, 2023 | 000188290323000003 | ||
46 | $209.50M | IEI, ASML HOLDING N V, IEF, V | 13F-HR | Apr 27, 2023 | 000188290323000002 | ||
49 | $160.56M | V, IEI, IEF, ASML HOLDING N V | 13F-HR | Feb 1, 2023 | 000188290323000001 | ||
31 | $122.20M | V, ASML HOLDING N V, GOOG, MSFT | 13F-HR | Aug 10, 2022 | 000188290322000004 | ||
29 | $143.83M | USFR, V, GOOG, ASML HOLDING N V | 13F-HR | May 17, 2022 | 000188290322000003 | ||
33 | $116.61M | GOOG, V, META, ASML HOLDING N V | 13F-HR | Jan 25, 2022 | 000188290322000002 |