Heirloom Wealth Management

Q3 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    43

  • Value ($000)

    $413,916

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001882903
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$45.04M
11 %

482,494

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$45.00M
11 %

1,065,660

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$31.18M
8 %

128,026

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.51M
7 %

158,140

M
MSFT

MICROSOFT CORP

COM
594918104
$28.03M
7 %

54,115

V
V

VISA INC

COM CL A
92826C839
$23.66M
6 %

69,297

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$20.59M
5 %

40,965

R
RSG

REPUBLIC SVCS INC

COM
760759100
$19.54M
5 %

85,168

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$17.42M
4 %

17,998

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$15.37M
4 %

55,047

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