Heirloom Wealth Management Portfolio Holdings

Heirloom Wealth Management

  • $358 Million
  • Q2 2025

Heirloom Wealth Management has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $358 Million distributed in 43 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 $41.1M, Pimco Active Bond Exchange Tra with a value of $40.8M, Nvidia Corp with a value of $30.5M, Microsoft Corp with a value of $26.6M, and Visa Inc. with a value of $24.4M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $330M to 358M.

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.

Portfolio value $358 Million
ETFs: $102 Million
Technology: $94.2 Million
Financial Services: $44.3 Million
Communication Services: $37.3 Million
Industrials: $32.1 Million
Healthcare: $21.8 Million
Consumer Cyclical: $16.4 Million
Energy: $7.52 Million
Other: $1.54 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$408M
$225,000 0.06% of portfolio
36,688
Q4 2024 Reduced 48.1%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $358 Million
  • Prior Value $330 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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