Heirloom Wealth Management Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$413.9B
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BONDPIMCO ETF TR | 482,494 | $45.0B | 10.88% | |
| 2 | DFIPDIMENSIONAL ETF TRUST | 1,065,660 | $45.0B | 10.87% | |
| 3 | GOOGALPHABET INC | 128,026 | $31.2B | 7.53% | |
| 4 | NVDANVIDIA CORPORATION | 158,140 | $29.5B | 7.13% | |
| 5 | MSFTMICROSOFT CORP | 54,115 | $28.0B | 6.77% | |
| 6 | VVISA INC | 69,297 | $23.7B | 5.72% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 40,965 | $20.6B | 4.98% | |
| 8 | RSGREPUBLIC SVCS INC | 85,168 | $19.5B | 4.72% | |
| 9 | ASMLASML HOLDING N V | 17,998 | $17.4B | 4.21% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 55,047 | $15.4B | 3.71% | |
| 11 | METAMETA PLATFORMS INC | 19,997 | $14.7B | 3.55% | |
| 12 | MLB1MERCADOLIBRE INC | 6,191 | $14.5B | 3.50% | |
| 13 | LINLINDE PLC | 29,735 | $14.1B | 3.41% | |
| 14 | PHPARKER-HANNIFIN CORP | 16,046 | $12.2B | 2.94% | |
| 15 | AAPLAPPLE INC | 46,199 | $11.8B | 2.84% | |
| 16 | XLVSELECT SECTOR SPDR TR | 70,549 | $9.8B | 2.37% | |
| 17 | MINTPIMCO ETF TR | 80,345 | $8.1B | 1.95% | |
| 18 | IBITISHARES BITCOIN TRUST ETF | 122,720 | $8.0B | 1.93% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 72,753 | $7.9B | 1.91% | |
| 20 | VRTXVERTEX PHARMACEUTICALS INC | 19,966 | $7.8B | 1.89% | |
| 21 | NVONOVO-NORDISK A S | 138,715 | $7.7B | 1.86% | |
| 22 | XOMEXXON MOBIL CORP | 63,713 | $7.2B | 1.74% | |
| 23 | SCHGSCHWAB STRATEGIC TR | 92,452 | $3.0B | 0.71% | |
| 24 | AVDEAMERICAN CENTY ETF TR | 34,330 | $2.7B | 0.65% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 1,517 | $1.4B | 0.34% | |
| 26 | BXBLACKSTONE INC | 8,036 | $1.4B | 0.33% | |
| 27 | GOOGLALPHABET INC | 2,979 | $724.2M | 0.17% | |
| 28 | AORISHARES TR | 8,244 | $530.7M | 0.13% | |
| 29 | EPDENTERPRISE PRODS PARTNERS L | 16,319 | $510.3M | 0.12% | |
| 30 | SNPEDBX ETF TR | 8,296 | $498.0M | 0.12% | |
| 31 | VOVANGUARD INDEX FDS | 1,652 | $485.3M | 0.12% | |
| 32 | ACNACCENTURE PLC IRELAND | 1,941 | $478.7M | 0.12% | |
| 33 | AOMISHARES TR | 9,009 | $428.6M | 0.10% | |
| 34 | TSLATESLA INC | 891 | $396.2M | 0.10% | |
| 35 | AMZNAMAZON COM INC | 1,462 | $321.0M | 0.08% | |
| 36 | DFAUDIMENSIONAL ETF TRUST | 6,771 | $309.9M | 0.07% | |
| 37 | SCHDSCHWAB STRATEGIC TR | 11,181 | $305.2M | 0.07% | |
| 38 | SCHASCHWAB STRATEGIC TR | 9,778 | $272.8M | 0.07% | |
| 39 | BILZPIMCO ETF TR | 2,591 | $262.2M | 0.06% | |
| 40 | CVXCHEVRON CORP NEW | 1,549 | $240.5M | 0.06% | |
| 41 | BBCPCONCRETE PUMPING HLDGS INC | 33,088 | $233.3M | 0.06% | |
| 42 | SCHMSCHWAB STRATEGIC TR | 7,748 | $229.7M | 0.06% | |
| 43 | ISRGINTUITIVE SURGICAL INC | 450 | $201.3M | 0.05% |