Heirloom Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HW Heirloom Wealth Management | Institutional Filer | ▲ 28.31% | $555.1M | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | — | 1.0M | $94.1M | 16.95% |
| 2 | NVDA | NVIDIA Corporation | Technology | 168K | $29.4M | 5.29% |
| 3 | GOOG | Alphabet Inc. | Technology | 100K | $28.6M | 5.16% |
| 4 | V | Visa Inc. | Financial Services | 93K | $28.0M | 5.04% |
| 5 | RSG | Republic Services, Inc. | Industrials | 119K | $26.1M | 4.71% |
| 6 | META | Meta Platforms, Inc. | Technology | 42K | $23.8M | 4.28% |
| 7 | MSFT | Microsoft Corporation | Technology | 64K | $23.7M | 4.28% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 49K | $23.7M | 4.27% |
| 9 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 65K | $21.9M | 3.94% |
| 10 | LIN | Linde plc | Basic Materials | 44K | $21.8M | 3.92% |
| 11 | VTI | VANGUARD INDEX FDS | — | 49K | $15.7M | 2.82% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 88K | $15.0M | 2.70% |
| 13 | ASML | ASML Holding N.V. | Technology | 11K | $15.0M | 2.70% |
| 14 | AAPL | Apple Inc. | Technology | 55K | $14.0M | 2.52% |
| 15 | PH | Parker-Hannifin Corporation | Industrials | 15K | $13.8M | 2.48% |
Showing 1 to 15 of 87 holdings