§ 13F · FUND PROFILE
Heirloom Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $378.8T (13F)Positions · 43Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 492K | $45.8T | 10.6% | +2% |
| 2 | DFIP | DIMENSIONAL ETF TRUST | 1.10M | $45.5T | 10.5% | +3% |
| 3 | GOOG | ALPHABET INC | 98K | $30.8T | 7.1% | −23% |
| 4 | V | VISA INC | 79K | $27.8T | 6.4% | +14% |
| 5 | NVDA | NVIDIA CORPORATION | 145K | $27.1T | 6.3% | −8% |
| 6 | MSFT | MICROSOFT CORP | 55K | $26.6T | 6.1% | +2% |
| 7 | RSG | REPUBLIC SVCS INC | 103K | $21.8T | 5.0% | +21% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $21.1T | 4.9% | +3% |
| 9 | META | META PLATFORMS INC | 28K | $18.5T | 4.3% | +40% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 56K | $16.9T | 3.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEIRLOOM SIGNAL
AC read
Heirloom Wealth Management is a Other fund managing $378779.1 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed