Heirloom Wealth Management Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$378.8B

Holdings

43

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
DFIPDIMENSIONAL ETF TRUST
983,348$41.1B10.85%
2
BONDPIMCO ETF TR
442,263$40.8B10.76%
3
NVDANVIDIA CORPORATION
192,885$30.5B8.05%
4
MSFTMICROSOFT CORP
53,514$26.6B7.03%
5
VVISA INC
68,826$24.4B6.45%
6
GOOGALPHABET INC
126,524$22.4B5.93%
7
RSGREPUBLIC SVCS INC
84,366$20.8B5.49%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
38,323$18.6B4.91%
9
ASMLASML HOLDING N V
23,213$18.6B4.91%
10
MLB1MERCADOLIBRE INC
6,032$15.8B4.16%
11
METAMETA PLATFORMS INC
19,338$14.3B3.77%
12
LINLINDE PLC
29,345$13.8B3.63%
13
PHPARKER-HANNIFIN CORP
15,800$11.0B2.91%
14
AAPLAPPLE INC
45,500$9.3B2.46%
15
VRTXVERTEX PHARMACEUTICALS INC
19,633$8.7B2.31%
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
35,537$8.0B2.12%
17
LLYELI LILLY & CO
9,063$7.1B1.87%
18
IBITISHARES BITCOIN TRUST ETF
114,578$7.0B1.85%
19
MINTPIMCO ETF TR
68,927$6.9B1.83%
20
XOMEXXON MOBIL CORP
62,970$6.8B1.79%
21
DFAUDIMENSIONAL ETF TRUST
151,944$6.4B1.70%
22
NVONOVO-NORDISK A S
83,097$5.7B1.51%
23
SCHGSCHWAB STRATEGIC TR
113,543$3.3B0.88%
24
COSTCOSTCO WHSL CORP NEW
1,560$1.5B0.41%
25
BXBLACKSTONE INC
8,523$1.3B0.34%
26
DFSVDIMENSIONAL ETF TRUST
37,776$1.1B0.29%
27
AORISHARES TR
10,145$624.6M0.16%
28
NOWSERVICENOW INC
576$592.2M0.16%
29
ACNACCENTURE PLC IRELAND
1,940$579.8M0.15%
30
GOOGLALPHABET INC
3,058$538.9M0.14%
31
EPDENTERPRISE PRODS PARTNERS L
16,319$506.1M0.13%
32
VOVANGUARD INDEX FDS
1,652$462.3M0.12%
33
SNPEDBX ETF TR
8,238$455.6M0.12%
34
AOMISHARES TR
9,528$438.7M0.12%
35
BILZPIMCO ETF TR
4,073$412.2M0.11%
36
AMZNAMAZON COM INC
1,696$372.1M0.10%
37
SCHDSCHWAB STRATEGIC TR
11,200$296.8M0.08%
38
TSLATESLA INC
889$282.4M0.07%
39
SCHASCHWAB STRATEGIC TR
9,778$247.4M0.07%
40
ISRGINTUITIVE SURGICAL INC
450$244.5M0.06%
41
BBCPCONCRETE PUMPING HLDGS INC
36,688$225.6M0.06%
42
CVXCHEVRON CORP NEW
1,545$221.2M0.06%
43
SCHMSCHWAB STRATEGIC TR
7,748$217.3M0.06%