account_balance
Investment manager · 13F filer · SEC CIK 1882903
Heirloom Wealth Management
Reported value$769Mas of Sep 30, 2026
Positions63 6 new, 4 sold out
Top 10 weight58.4%BOND alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BONDPimco ETF Tr
13.4%Added +2%
AAAUGoldman Sachs Physical Gold ETF
7.9%Added +48%
PYLDPimco ETF Tr
7.2%Added +78%
GOOGAlphabet Inc.
5.2%
VVisa Inc.
5.0%
NVDANVIDIA Corp
4.8%
RSGRepublic Services, Inc.
3.8%
BRK-BBerkshire Hathaway Inc
3.7%
AVDEAmerican Centy ETF Tr
3.7%Added +504%
AVXCAmerican Centy ETF Tr
3.7%New
MSFTMicrosoft Corp
3.5%Trimmed −31%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%
BONDPimco ETF Tr
13.4%Added +2%
AAAUGoldman Sachs Physical Gold ETF
7.9%+48%
PYLDPimco ETF Tr
7.2%+78%
GOOGAlphabet Inc.
5.2%
VVisa Inc.
5.0%
NVDANVIDIA Corp
4.8%
RSGRepublic Services, Inc.
3.8%
BRK-BBerkshire Hathaway Inc
3.7%
AVDEAmerican Centy ETF Tr
3.7%
AVXC3.7%
MSFTTSM3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BOND Pimco ETF Tr 13.4% Added +2%
AAAU Goldman Sachs Physical Gold ETF 7.9% Added +48%PYLD Pimco ETF Tr 7.2% Added +78%
GOOG Alphabet Inc. 5.2% HeldV Visa Inc. 5.0% HeldNVDA NVIDIA Corp 4.8% HeldRSG Republic Services, Inc. 3.8% HeldBRK-B Berkshire Hathaway Inc 3.7% HeldAVDE American Centy ETF Tr 3.7% Added +504%
AVXC American Centy ETF Tr 3.7% New
MSFT Microsoft Corp 3.5% Trimmed −31%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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