Heirloom Wealth Management
Q1 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
42
- Value ($000)
$348,802
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001882903
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $43.20M | 12 % | 1,025,828 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $42.22M | 12 % | 1,836,810 | ||
V VISA INC | COM CL A | 92826C839 | $24.19M | 7 % | 69,023 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $20.78M | 6 % | 191,764 | ||
RSG REPUBLIC SVCS INC | COM | 760759100 | $20.33M | 6 % | 83,953 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.30M | 6 % | 38,126 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.10M | 6 % | 53,554 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $19.69M | 6 % | 126,039 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $15.27M | 4 % | 23,042 | ||
LIN LINDE PLC | SHS | G54950103 | $13.62M | 4 % | 29,259 |
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