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Disclosery

13F-HR filed by Heirloom Wealth Management

Heirloom Wealth Management filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-10, with 43 holding rows worth $413,916,332.

Accession
0001882903-25-000007
Filer
CIK 1882903
Filed
2025-11-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 43 entries on the cover page, a total value of $413,916,332 stated on the cover page (in dollars after the unit check, H1), rows summing to $413,916,332 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
PIMCO ETF TR72201R775ACTIVE BD ETF482,494$45,040,811dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE1,065,660$45,002,820dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM128,026$31,180,853dollars as filed
NVIDIA Corp67066G104COM158,140$29,505,780dollars as filed
Microsoft Corp594918104COM54,115$28,029,018dollars as filed
Visa Inc92826C839COM69,297$23,656,478dollars as filed
Berkshire Hathaway Inc084670702COM40,965$20,594,493dollars as filed
REPUBLIC SVCS INC COM760759100Stock85,168$19,544,354dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK17,998$17,423,685dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS55,047$15,374,077dollars as filed
META PLATFORMS INC CL A30303M102COM19,997$14,685,054dollars as filed
MERCADOLIBREINC58733R102STOK6,191$14,467,996dollars as filed
Linde plcG54950103COM29,735$14,124,026dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock16,046$12,165,634dollars as filed
Apple Inc037833100COM46,199$11,763,639dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS70,549$9,818,329dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC80,345$8,089,926dollars as filed
IShares Bitcoin Trust Registered46438F101SHS122,720$7,976,800dollars as filed
Avantis US Equity ETF025072885SHS72,753$7,908,283dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM19,966$7,819,288dollars as filed
NOVO-NORDISK A S ADR670100205ADR138,715$7,697,291dollars as filed
EXXON MOBIL CORP30231G102COM63,713$7,183,663dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS92,452$2,950,133dollars as filed
Avantis International Equity ETF025072703SHS34,330$2,708,637dollars as filed
Costco Wholesale Corporation22160K105COM1,517$1,404,408dollars as filed
BLACKSTONE INC09260D107COM8,036$1,372,999dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,979$724,195dollars as filed
ISHARES TR464289867CORE 60 BALA ETF8,244$530,738dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM16,319$510,295dollars as filed
DBX ETF TR233051143XTRACKRS S&P 5008,296$498,009dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,652$485,258dollars as filed
Accenture Plc Class AG1151C101COM1,941$478,651dollars as filed
ISHARES TR464289875CORE 40 MODE ETF9,009$428,648dollars as filed
Tesla Motors, Inc88160R101COM891$396,246dollars as filed
Amazon.com, Inc023135106COM1,462$321,011dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT6,771$309,856dollars as filed
SCHD808524797COM11,181$305,235dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS9,778$272,801dollars as filed
PIMCO ETF TR72201R577ULTR SH GO AC FD2,591$262,183dollars as filed
Chevron Corporation166764100COM1,549$240,544dollars as filed
CONCRETE PUMPING HOLDINGS IN206704108COMMON STOCK33,088$233,270dollars as filed
Schwab US Mid-Cap ETF808524508SHS7,748$229,663dollars as filed
Intuitive Surgical,Inc.46120E602COM450$201,254dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001882903-25-000007this filing2025-11-10acceptance time not in the bulk data set