Heirloom Wealth Management Portfolio Holdings
Heirloom Wealth Management
- $297 Million
- Q2 2024
Heirloom Wealth Management has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $297 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Inflation P with a value of $38.8M, Ishares U.S. Treasury Bond ETF with a value of $38.7M, Microsoft Corp with a value of $23.4M, Alphabet Inc. with a value of $23.2M, and Nvidia Corp with a value of $20.8M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $279M to 297M.
Heirloom Wealth Management is based out at Greenwood Village, CO
Below you can find more details about Heirloom Wealth Management portfolio as well as his latest detailed transactions.