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Disclosery

13F-HR filed by Heirloom Wealth Management

Heirloom Wealth Management filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-15, with 43 holding rows worth $432,632,918.

Accession
0001882903-26-000002
Filer
CIK 1882903
Filed
2026-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 43 entries on the cover page, a total value of $432,632,918 stated on the cover page (in dollars after the unit check, H1), rows summing to $432,632,918 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 ETF491,798$45,776,554dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE1,096,011$45,544,738dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM98,069$30,773,920dollars as filed
Visa Inc92826C839COM79,233$27,787,965dollars as filed
NVIDIA Corp67066G104COM145,111$27,063,205dollars as filed
Microsoft Corp594918104COM55,007$26,602,501dollars as filed
REPUBLIC SVCS INC COM760759100Stock102,717$21,768,883dollars as filed
Berkshire Hathaway Inc084670702COM42,074$21,148,245dollars as filed
META PLATFORMS INC CL A30303M102COM27,986$18,472,975dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS55,546$16,879,904dollars as filed
Linde plcG54950103COM37,679$16,065,945dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK15,014$16,062,652dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock16,248$14,280,916dollars as filed
MERCADOLIBREINC58733R102STOK6,303$12,695,881dollars as filed
Apple Inc037833100COM46,678$12,689,860dollars as filed
NOVO-NORDISK A S ADR670100205ADR211,886$10,780,734dollars as filed
Intuitive Surgical,Inc.46120E602COM17,100$9,684,756dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM20,199$9,157,192dollars as filed
Avantis US Equity ETF025072885SHS80,347$8,981,220dollars as filed
EXXON MOBIL CORP30231G102COM64,163$7,721,394dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC76,896$7,715,761dollars as filed
IShares Bitcoin Trust Registered46438F101SHS130,153$6,462,100dollars as filed
Goldman Sachs Physical Gold ETF38150K103SHS76,560$3,257,628dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS95,555$3,117,009dollars as filed
Avantis International Equity ETF025072703SHS37,061$3,050,862dollars as filed
Costco Wholesale Corporation22160K105COM1,381$1,190,683dollars as filed
BLACKSTONE INC09260D107COM6,449$994,086dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,671$836,023dollars as filed
DBX ETF TR233051143XTRACKRS S&P 50013,271$828,774dollars as filed
ISHARES TR464289867CORE 60 BALA ETF8,532$554,659dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM16,319$523,187dollars as filed
Accenture Plc Class AG1151C101COM1,940$520,502dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,690$490,472dollars as filed
ISHARES TR464289875CORE 40 MODE ETF9,094$434,057dollars as filed
Tesla Motors, Inc88160R101COM901$405,198dollars as filed
Charles Schwab Corp808513105COM4,013$400,983dollars as filed
Amazon.com, Inc023135106COM1,628$375,775dollars as filed
SCHD808524797COM11,181$306,688dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS10,665$303,734dollars as filed
Chevron Corporation166764100COM1,580$240,808dollars as filed
Schwab US Mid-Cap ETF808524508SHS7,748$232,995dollars as filed
VTI922908769COM686$229,999dollars as filed
Broadcom Inc.11135F101COM640$221,495dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001882903-26-000002this filing2026-01-15acceptance time not in the bulk data set