§ 13F · FUND PROFILE
Heirloom Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $414M (13F)Positions · 43Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 1.02M | $94M | 16.9% | +107% |
| 2 | NVDA | NVIDIA CORPORATION | 168K | $29M | 5.3% | +16% |
| 3 | GOOG | ALPHABET INC | 100K | $29M | 5.2% | +2% |
| 4 | V | VISA INC | 93K | $28M | 5.0% | +17% |
| 5 | RSG | REPUBLIC SVCS INC | 119K | $26M | 4.7% | +16% |
| 6 | META | META PLATFORMS INC | 42K | $24M | 4.3% | +48% |
| 7 | MSFT | MICROSOFT CORP | 64K | $24M | 4.3% | +17% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 49K | $24M | 4.3% | +18% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 65K | $22M | 3.9% | +16% |
| 10 | LIN | LINDE PLC | 44K | $22M | 3.9% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEIRLOOM SIGNAL
AC read
Heirloom Wealth Management is a Other fund managing $414 million in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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