Heirloom Wealth Management

CIK 0001882903 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $555.1M86 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$385K	0.1%Prev: 0.2%	1,940 SH	Decreased
ALPHABET INC	CAP STK CL A	$718K	0.1%Prev: 0.1%	2,498 SH	Increased-654 SH
ALPHABET INC	CAP STK CL C	$28.6M	5.2%Prev: 5.6%	99,866 SH	Increased-26,173 SH
AMAZON COM INC	COM	$478K	0.1%Prev: 0.1%	2,293 SH	Increased+535 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$3.9M	0.7%	46,017 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$11.6M	2.1%	104,631 SH	New
APPLE INC	COM	$14.0M	2.5%Prev: 2.9%	55,039 SH	Increased+9,623 SH
ASML HLDG NV	N Y REGISTRY SHS	$15.0M	2.7%	11,329 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.7M	4.3%Prev: 5.8%	49,446 SH	Increased+11,320 SH
BLACKSTONE INC	COM	$558K	0.1%Prev: 0.3%	4,853 SH	Decreased-3,662 SH
CHENIERE ENERGY PARTNERS L P	COM UNIT	$1.3M	0.2%	19,500 SH	New
CHEVRON CORPORATION	COM	$339K	0.1%	1,639 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.3%	1,435 SH	New
CRESCENT ENERGY COMPANY	CL A COM	$917K	0.2%	67,934 SH	New
D R HORTON INC	COM	$271K	0.0%	1,978 SH	New
DBX ETF TR	XTRACKRS S&P 500	$898K	0.2%Prev: 0.1%	15,077 SH	Increased+6,915 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$8.0M	1.4%Prev: 12.4%	192,214 SH	Decreased-833,614 SH
ENTERPRISE PRODS PARTNERS L	COM	$875K	0.2%Prev: 0.2%	23,112 SH	Increased+6,793 SH
EXXON MOBIL CORP	COM	$15.0M	2.7%Prev: 2.1%	88,354 SH	Increased+25,484 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$8.3M	1.5%	178,748 SH	New
HOME DEPOT INC	COM	$267K	0.0%	812 SH	New
INTUITIVE SURGICAL INC	COM NEW	$9.4M	1.7%Prev: 0.1%	20,342 SH	Increased+19,878 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT DVLP	$406K	0.1%	8,197 SH	New
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$246K	0.0%	9,461 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.2M	0.2%	16,248 SH	New
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$1.8M	0.3%	14,882 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$206K	0.0%	1,075 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$1.4M	0.2%	12,807 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.3%	2,972 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$2.1M	0.4%	44,279 SH	New
ISHARES TR	CORE 40/60 MODER	$479K	0.1%Prev: 0.1%	10,106 SH	Increased+1,559 SH
ISHARES TR	CORE 60/40 BALAN	$579K	0.1%Prev: 0.2%	8,993 SH	Increased-312 SH
ISHARES TR	CORE MSCI EAFE	$489K	0.1%	5,404 SH	New
ISHARES TR	CORE S&P TTL STK	$1.6M	0.3%	11,340 SH	New
ISHARES TR	CORE US AGGBD ET	$612K	0.1%	6,161 SH	New
ISHARES TR	IBOXX HI YD ETF	$392K	0.1%	4,924 SH	New
ISHARES TR	INTL SEL DIV ETF	$387K	0.1%	9,083 SH	New
ISHARES TR	MSCI EAFE MIN VL	$1.1M	0.2%	12,146 SH	New
ISHARES TR	MSCI INTL MOMENT	$385K	0.1%	8,021 SH	New
ISHARES TR	MSCI USA MIN VOL	$500K	0.1%	5,388 SH	New
ISHARES TR	MSCI USA MMENTM	$755K	0.1%	3,147 SH	New
ISHARES TR	MSCI USA QLT FCT	$619K	0.1%	3,225 SH	New
ISHARES TR	MSCI USA VALUE	$1.1M	0.2%	7,743 SH	New
ISHARES TR	NATIONAL MUN ETF	$554K	0.1%	5,221 SH	New
ISHARES TR	RUS 1000 ETF	$372K	0.1%	1,043 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$1.2M	0.2%	25,352 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.4M	0.3%	22,918 SH	New
LINDE PLC	SHS	$21.8M	3.9%Prev: 3.9%	43,888 SH	Increased+14,629 SH
MERCADOLIBRE INC	COM	$12.9M	2.3%	7,474 SH	New
META PLATFORMS INC	CL A	$23.8M	4.3%Prev: 3.1%	41,518 SH	Increased+22,566 SH
MICROSOFT CORP	COM	$23.7M	4.3%Prev: 5.8%	64,128 SH	Increased+10,574 SH
NVIDIA CORPORATION	COM	$29.4M	5.3%Prev: 6.0%	168,367 SH	Increased-23,397 SH
PALANTIR TECHNOLOGIES INC	CL A	$8.6M	1.5%	58,737 SH	New
PARKER-HANNIFIN CORP	COM	$13.8M	2.5%Prev: 2.8%	15,400 SH	Increased-403 SH
PIMCO DYNAMIC INCOME FD	SHS	$377K	0.1%	22,013 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$94.1M	17.0%	1,019,618 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$7.7M	1.4%Prev: 2.0%	76,911 SH	Increased+9,056 SH
REPUBLIC SVCS INC	COM	$26.1M	4.7%Prev: 5.8%	119,319 SH	Increased+35,366 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.1M	0.4%	63,247 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$3.4M	0.6%	70,950 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$415K	0.1%	15,271 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.7M	1.2%	271,822 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.6M	0.6%	154,967 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$343K	0.1%Prev: 0.1%	11,181 SH	Decreased-1,879 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.8M	0.7%Prev: 0.8%	130,863 SH	Increased+19,838 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$240K	0.0%Prev: 0.1%	7,748 SH	Increased-1 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$231K	0.0%Prev: 0.1%	7,927 SH	Decreased-2,276 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$9.3M	1.7%	63,391 SH	New
SPDR GOLD TR	GOLD SHS	$302K	0.1%	701 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$469K	0.1%	4,903 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.0M	0.9%	7,654 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$21.9M	3.9%	64,661 SH	New
TESLA INC	COM	$474K	0.1%Prev: 0.1%	1,274 SH	Increased+375 SH
TRX GOLD CORPORATION	COM	$15K	0.0%	10,000 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.0M	0.4%	41,172 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.2%	5,081 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.1M	0.4%Prev: 0.1%	7,373 SH	Increased+5,721 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.4%	4,169 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$213K	0.0%	812 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$15.7M	2.8%	48,881 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$974K	0.2%	12,968 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$631K	0.1%	11,680 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.3M	0.2%	15,183 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	0.4%	32,162 SH	New
VERTEX PHARMACEUTICALS INC	COM	$10.5M	1.9%Prev: 2.7%	23,458 SH	Increased+3,905 SH
VISA INC	COM CL A	$28.0M	5.0%Prev: 6.9%	92,634 SH	Increased+23,611 SH

Sold (vs prior filing)

ASML HOLDING N V — $15.3M
BROWN & BROWN INC — $6.8M
CHEVRON CORP NEW — $355K
CONCRETE PUMPING HLDGS INC — $200K
COSTCO WHSL CORP NEW — $1.5M
DIMENSIONAL ETF TRUST — $5.5M
DIMENSIONAL ETF TRUST — $991K
ELI LILLY & CO — $7.5M
ISHARES BITCOIN TRUST ETF — $5.3M
ISHARES TR — $42.2M
MERCADOLIBRE INC — $11.6M
NOVO-NORDISK A S — $5.8M
PIMCO ETF TR — $257K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001882903-26-000006	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001882903-26-000002	$432.6M	View
Nov 10, 2025	Q3 2025