Heirloom Wealth Management Portfolio Holdings

Heirloom Wealth Management

  • $401 Million
  • Q4 2025

Heirloom Wealth Management has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $401 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Inflation P with a value of $46.2M, Pimco Active Bond Exchange Tra with a value of $45.9M, Alphabet Inc. with a value of $28M, Microsoft Corp with a value of $27.9M, and Nvidia Corp with a value of $27.1M.

Examining the 13F form we can see an increase of $9.6M in the current position value, from $392M to 401M.

Heirloom Wealth Management is based out at Greenwood Village, CO

Below you can find more details about Heirloom Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $401 Million
ETFs: $121 Million
Technology: $99.1 Million
Financial Services: $48.5 Million
Communication Services: $45.8 Million
Industrials: $35.1 Million
Healthcare: $28.4 Million
Consumer Cyclical: $13.7 Million
Energy: $8.32 Million
Other: $1.26 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $401 Million
  • Prior Value $392 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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