Skip to content
Disclosery

13F-HR filed by Heirloom Wealth Management

Heirloom Wealth Management filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-31, with 43 holding rows worth $378,779,081.

Accession
0001882903-25-000004
Filer
CIK 1882903
Filed
2025-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 43 entries on the cover page, a total value of $378,779,081 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,779,081 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 PROTE983,348$41,113,780dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF442,263$40,767,803dollars as filed
NVIDIA Corp67066G104COM192,885$30,473,914dollars as filed
Microsoft Corp594918104COM53,514$26,618,301dollars as filed
Visa Inc92826C839COM68,826$24,436,653dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM126,524$22,444,170dollars as filed
REPUBLIC SVCS INC COM760759100Stock84,366$20,805,460dollars as filed
Berkshire Hathaway Inc084670702COM38,323$18,615,921dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK23,213$18,602,774dollars as filed
MERCADOLIBREINC58733R102STOK6,032$15,765,416dollars as filed
META PLATFORMS INC CL A30303M102COM19,338$14,273,184dollars as filed
Linde plcG54950103COM29,345$13,767,983dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock15,800$11,035,927dollars as filed
Apple Inc037833100COM45,500$9,335,218dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM19,633$8,740,389dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS35,537$8,048,775dollars as filed
Eli Lilly and Company532457108COM9,063$7,064,955dollars as filed
IShares Bitcoin Trust Registered46438F101SHS114,578$7,013,319dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC68,927$6,929,576dollars as filed
EXXON MOBIL CORP30231G102COM62,970$6,788,133dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT151,944$6,436,332dollars as filed
NOVO-NORDISK A S ADR670100205ADR83,097$5,735,320dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS113,543$3,316,592dollars as filed
Costco Wholesale Corporation22160K105COM1,560$1,544,774dollars as filed
BLACKSTONE INC09260D107COM8,523$1,274,936dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF37,776$1,111,748dollars as filed
ISHARES TR464289867CORE 60 BALA ETF10,145$624,641dollars as filed
ServiceNow,Inc.81762P102COM576$592,174dollars as filed
Accenture Plc Class AG1151C101COM1,940$579,847dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,058$538,911dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM16,319$506,052dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,652$462,279dollars as filed
DBX ETF TR233051143XTRACKRS S&P 5008,238$455,561dollars as filed
ISHARES TR464289875CORE 40 MODE ETF9,528$438,669dollars as filed
PIMCO ETF TR72201R577ULTR SH GO AC FD4,073$412,188dollars as filed
Amazon.com, Inc023135106COM1,696$372,085dollars as filed
SCHD808524797COM11,200$296,804dollars as filed
Tesla Motors, Inc88160R101COM889$282,400dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS9,778$247,379dollars as filed
Intuitive Surgical,Inc.46120E602COM450$244,535dollars as filed
CONCRETE PUMPING HOLDINGS IN206704108COMMON STOCK36,688$225,631dollars as filed
Chevron Corporation166764100COM1,545$221,229dollars as filed
Schwab US Mid-Cap ETF808524508SHS7,748$217,343dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001882903-25-000004this filing2025-07-31acceptance time not in the bulk data set