Heirloom Wealth Management
Heirloom Wealth Management reported 61 holdings worth US$690M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Heirloom Wealth Management reported 61 holdings worth US$690M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Visa Inc. and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$690M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 116K | US$41.4M | 6.0% |
| Visa Inc. | 107K | US$36.6M | 5.3% |
| Nvidia Corporation | 157K | US$31.5M | 4.6% |
| Republic Services, Inc. | 137K | US$29.3M | 4.2% |
| Berkshire Hathaway Inc. | 56,873 | US$28.5M | 4.1% |
| Microsoft Corp. | 74,885 | US$27.9M | 4.0% |
| Meta Platforms, Inc. | 47,942 | US$27M | 3.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 54,091 | US$25.8M | 3.7% |
| Asml Holding Nv | 12,940 | US$25.7M | 3.7% |
| Apple Inc | 62,447 | US$18.1M | 2.6% |
| Parker-hannifin Corporation | 17,535 | US$17.2M | 2.5% |
| Amazon.com, Inc. | 68,990 | US$16.4M | 2.4% |
| Mercadolibre, Inc. | 8,577 | US$14.6M | 2.1% |
| Vertex Pharmaceuticals Incorporated | 26,965 | US$13.4M | 1.9% |
| Exxon Mobil Corporation | 95,997 | US$13.1M | 1.9% |
| Cheniere Energy Partners, Lp | 22,500 | US$1.37M | 0.20% |
| Costco Wholesale Corporation | 1,358 | US$1.27M | 0.18% |
| Enterprise Products Partners L.p. | 21,166 | US$778K | 0.11% |
| Crescent Energy Company | 78,977 | US$776K | 0.11% |
| Tesla, Inc. | 1,268 | US$534K | 0.08% |
| Chevron Corporation | 1,511 | US$250K | 0.04% |
| Arista Networks, Inc. | 1,184 | US$201K | 0.03% |
| Uwm Holdings Corporation | 25,800 | US$59,082 | <0.01% |
| Trx Gold Corporation | 10,000 | US$8,250 | <0.01% |
| T3 Defense Inc. | 30,864 | US$5,278 | <0.01% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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