Skip to content
Disclosery

13F-HR filed by Heirloom Wealth Management

Heirloom Wealth Management filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-24, with 42 holding rows worth $348,801,889.

Accession
0001882903-25-000003
Filer
CIK 1882903
Filed
2025-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 42 entries on the cover page, a total value of $348,801,889 stated on the cover page (in dollars after the unit check, H1), rows summing to $348,801,889 with VALUE read as dollars as filed, 13F file number 028-21486. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE1,025,828$43,198,643dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS1,836,810$42,219,080dollars as filed
Visa Inc92826C839COM69,023$24,189,913dollars as filed
NVIDIA Corp67066G104COM191,764$20,783,389dollars as filed
REPUBLIC SVCS INC COM760759100Stock83,953$20,329,996dollars as filed
Berkshire Hathaway Inc084670702COM38,126$20,304,879dollars as filed
Microsoft Corp594918104COM53,554$20,103,458dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM126,039$19,691,123dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK23,042$15,268,410dollars as filed
Linde plcG54950103COM29,259$13,624,057dollars as filed
MERCADOLIBREINC58733R102STOK5,954$11,615,480dollars as filed
META PLATFORMS INC CL A30303M102COM18,952$10,923,175dollars as filed
Apple Inc037833100COM45,416$10,088,236dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock15,803$9,605,923dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM19,553$9,479,443dollars as filed
EXXON MOBIL CORP30231G102COM62,870$7,477,168dollars as filed
Eli Lilly and Company532457108COM9,042$7,467,934dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC67,855$6,827,570dollars as filed
BROWN & BROWN INC COM115236101Stock54,348$6,760,891dollars as filed
NOVO-NORDISK A S ADR670100205ADR82,864$5,754,041dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT143,754$5,525,890dollars as filed
IShares Bitcoin Trust Registered46438F101SHS112,552$5,268,559dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS111,025$2,780,055dollars as filed
Costco Wholesale Corporation22160K105COM1,604$1,516,825dollars as filed
BLACKSTONE INC09260D107COM8,515$1,190,286dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF35,195$990,739dollars as filed
Accenture Plc Class AG1151C101COM1,940$605,358dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM16,319$557,131dollars as filed
ISHARES TR464289867CORE 60 BALA ETF9,305$535,703dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,152$487,425dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,652$427,240dollars as filed
DBX ETF TR233051143XTRACKRS S&P 5008,162$411,610dollars as filed
ISHARES TR464289875CORE 40 MODE ETF8,547$375,042dollars as filed
SCHD808524797COM13,060$365,163dollars as filed
Chevron Corporation166764100COM2,123$355,157dollars as filed
Amazon.com, Inc023135106COM1,758$334,477dollars as filed
PIMCO ETF TR72201R577ULTR SH GO AC FD2,542$257,250dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS10,203$239,052dollars as filed
Tesla Motors, Inc88160R101COM899$232,985dollars as filed
Intuitive Surgical,Inc.46120E602COM464$229,805dollars as filed
Schwab US Mid-Cap ETF808524508SHS7,749$203,012dollars as filed
CONCRETE PUMPING HOLDINGS IN206704108COMMON STOCK36,688$200,316dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001882903-25-000003this filing2025-04-24acceptance time not in the bulk data set