Heirloom Wealth Management - Portfolio overview

Heirloom Wealth Management has 92 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BOND - PIMCO ETF TR, 16.46%
2. NVDA - NVIDIA CORPORATION, 5.14%
3. GOOG - ALPHABET INC, 5.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.