Heirloom Wealth Management
Heirloom Wealth Management reported 64 holdings worth US$769M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Heirloom Wealth Management reported 64 holdings worth US$769M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Visa Inc. and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 64
- Value as reported
- US$769M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 119K | US$40.7M | 5.3% |
| Visa Inc. | 108K | US$38.8M | 5.0% |
| Nvidia Corporation | 160K | US$36.6M | 4.8% |
| Republic Services, Inc. | 140K | US$29.3M | 3.8% |
| Berkshire Hathaway Inc. | 57,884 | US$28.8M | 3.7% |
| Microsoft Corp. | 51,783 | US$26.6M | 3.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 54,551 | US$24.9M | 3.2% |
| Asml Holding Nv | 13,065 | US$23.7M | 3.1% |
| Amazon.com, Inc. | 70,650 | US$17.6M | 2.3% |
| Parker-hannifin Corporation | 17,710 | US$16.9M | 2.2% |
| Mercadolibre, Inc. | 9,246 | US$16M | 2.1% |
| Vertex Pharmaceuticals Incorporated | 29,970 | US$15.7M | 2.0% |
| Ollie's Bargain Outlet Holdings, Inc. | 162K | US$13.9M | 1.8% |
| Apple Inc | 39,345 | US$13.1M | 1.7% |
| Schrodinger, Inc. | 328K | US$10.2M | 1.3% |
| Cheniere Energy Partners, Lp | 22,500 | US$1.37M | 0.18% |
| Costco Wholesale Corporation | 1,367 | US$1.24M | 0.16% |
| Crescent Energy Company | 78,977 | US$1.02M | 0.13% |
| Tesla, Inc. | 1,229 | US$436K | 0.06% |
| Chevron Corporation | 1,523 | US$311K | 0.04% |
| Arista Networks, Inc. | 1,195 | US$243K | 0.03% |
| Royal Gold, Inc. | 317 | US$74,812 | <0.01% |
| Uwm Holdings Corporation | 25,800 | US$30,444 | <0.01% |
| Trx Gold Corporation | 10,000 | US$12,100 | <0.01% |
| T3 Defense Inc. | 0 | US$0 | 0.00% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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