Heirloom Wealth Management
CIK 1882903
13F filing for Q2 2026・No. 3,242
- Holdings
- US$690.02M
- Quarter change
- +US$134.92M
- Entries
- 61
- Net bought (estimate)
- +US$95.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 33
- Cut 22
- Added 25
- Corporate actions 0
- Unchanged 7
Largest holdings
61 stocks worth US$690.02M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PIMCO ETF TRACTIVE BD ETF | Added | 1,156,313 | US$106.62M | 15.45% |
| GOOGALPHABET INCCAP STK CL C | Added | 115,104 | US$40.67M | 5.89% |
| GOLDMAN SACHS PHYSICAL GOLDUNIT | Added | 1,005,004 | US$39.77M | 5.76% |
| VVISA INCCOM CL A | Added | 106,547 | US$36.56M | 5.30% |
| PIMCO ETF TRMULTISECTOR BD | New | 1,214,464 | US$32.21M | 4.67% |
| NVDANvidiaCOM | Cut | 157,308 | US$31.48M | 4.56% |
| RSGREPUBLIC SVCS INCCOM | Added | 137,429 | US$29.28M | 4.24% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 56,873 | US$28.46M | 4.12% |
| MSFTMicrosoftCOM | Added | 74,885 | US$27.93M | 4.05% |
| METAMetaCL A | Added | 47,942 | US$27.01M | 3.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.