Heirloom Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Heirloom Wealth Management held in its portfolio 43 assets valued at $432,632,918 (i.e. $432.63M).
The most valuable assets in the portfolio included: PIMCO ETF TR ($45.78M), DIMENSIONAL ETF TRUST ($45.55M), and ALPHABET INC ($30.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Heirloom Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PIMCO ETF TR | 491798 | 45776554 | ACTIVE BD ETF |
| DIMENSIONAL ETF TRUST | 1096011 | 45544738 | INFLATION PROTE |
| ALPHABET INC | 98069 | 30773920 | CAP STK CL C |
| VISA INC | 79233 | 27787965 | COM CL A |
| NVIDIA CORPORATION | 145111 | 27063205 | COM |
| MICROSOFT CORP | 55007 | 26602501 | COM |
| REPUBLIC SVCS INC | 102717 | 21768883 | COM |
| BERKSHIRE HATHAWAY INC DEL | 42074 | 21148245 | CL B NEW |
| META PLATFORMS INC | 27986 | 18472975 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 55546 | 16879904 | SPONSORED ADS |
| LINDE PLC | 37679 | 16065945 | SHS |
| ASML HOLDING N V | 15014 | 16062652 | N Y REGISTRY SHS |
| PARKER-HANNIFIN CORP | 16248 | 14280916 | COM |
| MERCADOLIBRE INC | 6303 | 12695881 | COM |
| APPLE INC | 46678 | 12689860 | COM |
| NOVO-NORDISK A S | 211886 | 10780734 | ADR |
| INTUITIVE SURGICAL INC | 17100 | 9684756 | COM NEW |
| VERTEX PHARMACEUTICALS INC | 20199 | 9157192 | COM |
| AMERICAN CENTY ETF TR | 80347 | 8981220 | US EQT ETF |
| EXXON MOBIL CORP | 64163 | 7721394 | COM |
| PIMCO ETF TR | 76896 | 7715761 | ENHAN SHRT MA AC |
| ISHARES BITCOIN TRUST ETF | 130153 | 6462100 | SHS BEN INT |
| GOLDMAN SACHS PHYSICAL GOLD | 76560 | 3257628 | UNIT |
| SCHWAB STRATEGIC TR | 95555 | 3117009 | US LCAP GR ETF |
| AMERICAN CENTY ETF TR | 37061 | 3050862 | INTL EQT ETF |
| COSTCO WHSL CORP NEW | 1381 | 1190683 | COM |
| BLACKSTONE INC | 6449 | 994086 | COM |
| ALPHABET INC | 2671 | 836023 | CAP STK CL A |
| DBX ETF TR | 13271 | 828774 | XTRACKRS S&P 500 |
| ISHARES TR | 8532 | 554659 | CORE 60/40 BALAN |
| ENTERPRISE PRODS PARTNERS L | 16319 | 523187 | COM |
| ACCENTURE PLC IRELAND | 1940 | 520502 | SHS CLASS A |
| VANGUARD INDEX FDS | 1690 | 490472 | MID CAP ETF |
| ISHARES TR | 9094 | 434057 | CORE 40/60 MODER |
| TESLA INC | 901 | 405198 | COM |
| SCHWAB CHARLES CORP | 4013 | 400983 | COM |
| AMAZON COM INC | 1628 | 375775 | COM |
| SCHWAB STRATEGIC TR | 11181 | 306688 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 10665 | 303734 | US SML CAP ETF |
| CHEVRON CORP NEW | 1580 | 240808 | COM |
| SCHWAB STRATEGIC TR | 7748 | 232995 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 686 | 229999 | TOTAL STK MKT |
| BROADCOM INC | 640 | 221495 | COM |
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