Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Heirloom Wealth Management (CIK 1882903) reported $555.1M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOND ($94.1M, 16.95%), NVDA ($29.4M, 5.29%), GOOG ($28.6M, 5.16%), V ($28.0M, 5.04%), RSG ($26.1M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $94.1M | 16.95% | 1.0M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $29.4M | 5.29% | 168,367 | Added |
| 3 | GOOG | ALPHABET INC | $28.6M | 5.16% | 99,866 | Added |
| 4 | V | VISA INC | $28.0M | 5.04% | 92,634 | Added |
| 5 | RSG | REPUBLIC SVCS INC | $26.1M | 4.71% | 119,319 | Added |
| 6 | META | META PLATFORMS INC | $23.8M | 4.28% | 41,518 | Added |
| 7 | MSFT | MICROSOFT CORP | $23.7M | 4.28% | 64,128 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.7M | 4.27% | 49,446 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.9M | 3.94% | 64,661 | Added |
| 10 | LIN | LINDE PLC | $21.8M | 3.92% | 43,888 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $15.7M | 2.82% | 48,881 | Added |
| 12 | ASML | ASML HLDG NV | $15.0M | 2.70% | 11,329 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $15.0M | 2.70% | 88,354 | Added |
| 14 | AAPL | APPLE INC | $14.0M | 2.52% | 55,039 | Added |
| 15 | PH | PARKER-HANNIFIN CORP | $13.8M | 2.48% | 15,400 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $12.9M | 2.33% | 7,474 | Added |
| 17 | AVUS | AMERICAN CENTY ETF TR | $11.6M | 2.10% | 104,631 | Added |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $10.5M | 1.89% | 23,458 | Added |
| 19 | ISRG | INTUITIVE SURGICAL INC | $9.4M | 1.69% | 20,342 | Added |
| 20 | XLV | SELECT SECTOR SPDR TR | $9.3M | 1.67% | 63,391 | New |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $8.6M | 1.55% | 58,737 | New |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $8.3M | 1.49% | 178,748 | Added |
| 23 | DFIP | DIMENSIONAL ETF TRUST | $8.0M | 1.44% | 192,214 | Trimmed |
| 24 | MINT | PIMCO ETF TR | $7.7M | 1.39% | 76,911 | Added |
| 25 | SCHF | SCHWAB STRATEGIC TR | $6.7M | 1.21% | 271,822 | New |
Source: SEC Form 13F filings · as of 2026-03-31