Holdings
Heirloom Wealth Management
As of Sep 30, 2026, Heirloom Wealth Management reported 24 positions worth US$357M. Largest: Alphabet Inc (google) Class C, Visa Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 119K | US$40.7M | +3,628 | Sep 30, 2026 |
| Visa Inc. | 108K | US$38.8M | +1,344 | Sep 30, 2026 |
| Nvidia Corporation | 160K | US$36.6M | +2,872 | Sep 30, 2026 |
| Republic Services, Inc. | 140K | US$29.3M | +2,355 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 57,884 | US$28.8M | +1,011 | Sep 30, 2026 |
| Microsoft Corp. | 51,783 | US$26.6M | −23,102 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 54,551 | US$24.9M | +460 | Sep 30, 2026 |
| Asml Holding Nv | 13,065 | US$23.7M | +125 | Sep 30, 2026 |
| Amazon.com, Inc. | 70,650 | US$17.6M | +1,660 | Sep 30, 2026 |
| Parker-hannifin Corporation | 17,710 | US$16.9M | +175 | Sep 30, 2026 |