Heirloom Wealth Management Purchases in Q4 2025

Heirloom Wealth Management

  • $401 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
16.7K
+ 3700.0%
$429.59 - $576.2 $7.15M - $9.59M
17.1K $9.35M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
76.6K
New
$38.05 - $43.23 $2.91M - $3.31M
76.6K $3.09M
NVO
Novo Nordisk A S

Healthcare
73.2K
+ 52.75%
$45.68 - $59.65 $3.34M - $4.36M
212K $10.3M
META
Meta Platforms, Inc.

Communication Services
7.99K
+ 39.95%
$609.01 - $751.67 $4.87M - $6.01M
28K $17.1M
V
Visa Inc.

Financial Services
9.94K
+ 14.34%
$325.75 - $352.42 $3.24M - $3.5M
79.2K $25.8M
RSG
Republic Services, Inc.

Industrials
17.5K
+ 20.61%
$204.12 - $227.29 $3.58M - $3.99M
103K $21.6M
PH
Parker Hannifin Corp

Industrials
202
+ 1.26%
$716.66 - $857.93 $145K - $173K
16.2K $13.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
30.4K
+ 2.85%
$42.01 - $42.55 $1.28M - $1.29M
1.1M $46.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
233
+ 1.17%
$402.9 - $437.15 $93.9K - $102K
20.2K $8.77M
AVUS
American Centy ETF Tr Avantis

ETFs
7.59K
+ 10.44%
$105.96 - $111.17 $805K - $844K
80.3K $8.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.11K
+ 2.71%
$475.68 - $513.11 $528K - $569K
42.1K $21.4M
AAPL
Apple Inc.

Technology
479
+ 1.04%
$245.27 - $275.25 $117K - $132K
46.7K $12.5M
SCHW
Schwab Charles Corp

Financial Services
4.01K
New
$91.91 - $97.71 $369K - $392K
4.01K $368K
XOM
Exxon Mobil Corp

Energy
450
+ 0.71%
$110.64 - $119.78 $49.8K - $53.9K
64.2K $7.55M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
4.98K
+ 59.97%
$58.89 - $62.37 $293K - $310K
13.3K $813K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
499
+ 0.91%
$280.66 - $305.09 $140K - $152K
55.5K $15.7M
AVDE
American Centy ETF Tr Avantis

ETFs
2.73K
+ 7.96%
$77.65 - $81.2 $212K - $222K
37.1K $2.97M
VTI
Vanguard Total Stock Market Et

ETFs
686
New
$321.8 - $337.95 $221K - $232K
686 $226K
AVGO
Broadcom Inc.

Technology
640
New
$324.63 - $385.98 $208K - $247K
640 $219K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.1K
+ 3.36%
$31.41 - $33.69 $97.5K - $105K
95.6K $3.08M
AMZN
Amazon Com Inc

Consumer Cyclical
166
+ 11.35%
$213.04 - $254.0 $35.4K - $42.2K
1.63K $382K
AOR
Ishares Tr Core Growth Allocat

ETFs
288
+ 3.49%
$63.43 - $65.6 $18.3K - $18.9K
8.53K $552K
SCHA
Schwab Strategic Tr Us Small C

ETFs
887
+ 9.07%
$27.17 - $28.65 $24.1K - $25.4K
10.7K $292K
AOM
Ishares Tr Core Moderate Alloc

ETFs
85
+ 0.94%
$47.0 - $48.26 $4K - $4.1K
9.09K $433K
CVX
Chevron Corp

Energy
31
+ 2.0%
$148.9 - $157.72 $4.62K - $4.89K
1.58K $244K
Linde PLC
7.94K
+ 26.72%
N/A
37.7K $0
Ishares Bitcoin Trust ETF
7.43K
+ 6.06%
N/A
130K $0
VO
Vanguard Mid Cap ETF

ETFs
38
+ 2.3%
$286.27 - $296.23 $10.9K - $11.3K
1.69K $484K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 1.12%
$401.99 - $468.37 $4.02K - $4.68K
901 $368K
MSFT
Microsoft Corp

Technology
892
+ 1.65%
$496.82 - $542.07 $443K - $484K
55K $27.9M
MELI
Mercadolibre Inc

Consumer Cyclical
112
+ 1.81%
$2024.98 - $2360.76 $227K - $264K
6.3K $12.9M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heirloom Wealth Management Portfolio

Follow Heirloom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email