§ 13F · FUND PROFILE
Heirloom Wealth Management.
AUM · $690M (13F)Positions · 61Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 1.16M | $107M | 15.5% | +13% |
| 2 | GOOG | ALPHABET INC | 115K | $41M | 5.9% | +15% |
| 3 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 1.01M | $40M | 5.8% | +462% |
| 4 | V | VISA INC | 107K | $37M | 5.3% | +15% |
| 5 | PYLD | PIMCO ETF TR | 1.21M | $32M | 4.7% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 157K | $31M | 4.6% | −7% |
| 7 | RSG | REPUBLIC SVCS INC | 137K | $29M | 4.2% | +15% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 57K | $28M | 4.1% | +15% |
| 9 | MSFT | MICROSOFT CORP | 75K | $28M | 4.0% | +17% |
| 10 | META | META PLATFORMS INC | 48K | $27M | 3.9% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEIRLOOM SIGNAL
AC read
Heirloom Wealth Management is a Other fund managing $690 million in assets. The fund runs a portfolio of 61 positions.
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