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Heirloom Wealth Management

Q1 2026 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    87

  • Value ($000)

    $555,104

  • Date Filed
    04/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$94.09M
17 %

1,019,618

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.36M
5 %

168,367

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$28.65M
5 %

99,866

V
V

VISA INC

COM CL A
92826C839
$28M
5 %

92,634

R
RSG

REPUBLIC SVCS INC

COM
760759100
$26.13M
5 %

119,319

M
META

META PLATFORMS INC

CL A
30303M102
$23.75M
4 %

41,518

M
MSFT

MICROSOFT CORP

COM
594918104
$23.74M
4 %

64,128

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$23.69M
4 %

49,446

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$21.85M
4 %

64,661

L
LIN

LINDE PLC

SHS
G54950103
$21.76M
4 %

43,888

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