Heirloom Wealth Management
Heirloom Wealth Management reported 61 positions worth $690.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: BOND (15.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BOND | SH | $106.6M | 15.45% | 1,156,313 | — | — | |
| ▸ 2 | GOOG | SH | $40.7M | 5.89% | 115,104 | — | — | |
| ▸ 3 | AAAU | SH | $39.8M | 5.76% | 1,005,004 | — | — | |
| ▸ 4 | V | SH | $36.6M | 5.30% | 106,547 | — | — | |
| ▸ 5 | PYLD | SH | $32.2M | 4.67% | 1,214,464 | — | — | |
| ▸ 6 | NVDA | SH | $31.5M | 4.56% | 157,308 | — | — | |
| ▸ 7 | RSG | SH | $29.3M | 4.24% | 137,429 | — | — | |
| ▸ 8 | BRK-B | SH | $28.5M | 4.12% | 56,873 | — | — | |
| ▸ 9 | MSFT | SH | $27.9M | 4.05% | 74,885 | — | — | |
| ▸ 10 | META | SH | $27.0M | 3.91% | 47,942 | — | — |
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Frequently Asked Questions
What stocks does Heirloom Wealth Management hold as of Q2 2026?
Heirloom Wealth Management reported 61 positions worth $690.0M in its Q2 2026 13F filing. Largest positions: BOND (15.5%), GOOG (5.9%), AAAU (5.8%), V (5.3%) and PYLD (4.7%).
What did Heirloom Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Heirloom Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.