Heirloom Wealth Management Top Holdings and 13F Report (2025) About Heirloom Wealth ManagementInvestment ActivityHeirloom Wealth Management has $333.35 million in total holdings as of December 31, 2024.Heirloom Wealth Management owns shares of 43 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 2.03% of the portfolio was sold this quarter.This quarter, Heirloom Wealth Management has purchased 47 new stocks and bought additional shares in 27 stocks.Heirloom Wealth Management sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional Inflation-Protected Securities ETF $42,552,996iShares U.S. Treasury Bond ETF $39,361,982Visa $23,202,443Alphabet $23,118,701NVIDIA $22,318,335 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $3,506,393 HoldingAlphabet $605,192 HoldingSchwab U.S. Mid-Cap ETF $214,712 Holding Largest Purchases this Quarter MercadoLibre 2,237 shares (about $3.80M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 35,634 shares (about $3.58M)ISHARES BITCOIN TRUST ETF 66,096 shares (about $3.51M)Dimensional Inflation-Protected Securities ETF 59,625 shares (about $2.41M)Schwab U.S. Large-Cap Growth ETF 68,141 shares (about $1.90M) Largest Sales this Quarter Alphabet 6,715 shares (about $1.28M)iShares U.S. Treasury Bond ETF 45,486 shares (about $1.05M)NVIDIA 5,857 shares (about $786.54K)Microsoft 1,708 shares (about $719.92K)Accenture 883 shares (about $310.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeirloom Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIPDimensional Inflation-Protected Securities ETF$42,552,996$2,414,264 ▲6.0%1,050,93012.8%ETFGOVTiShares U.S. Treasury Bond ETF$39,361,982$1,045,268 ▼-2.6%1,712,88011.8%ETFVVisa$23,202,443$1,518,892 ▲7.0%73,4167.0%Business ServicesGOOGAlphabet$23,118,701$1,278,807 ▼-5.2%121,3966.9%Computer and TechnologyNVDANVIDIA$22,318,335$786,537 ▼-3.4%166,1956.7%Computer and TechnologyMSFTMicrosoft$21,874,039$719,918 ▼-3.2%51,8966.6%Computer and TechnologyBRK.BBerkshire Hathaway$16,641,042$1,101,909 ▲7.1%36,7135.0%FinanceRSGRepublic Services$16,276,693$1,085,971 ▲7.1%80,9064.9%Business ServicesASMLASML$13,386,934$837,247 ▲6.7%19,3154.0%Computer and TechnologyLINDE PLC$11,793,004$765,323 ▲6.9%28,1683.5%SHSAAPLApple$10,978,673$643,330 ▲6.2%43,8413.3%Computer and TechnologyPHParker-Hannifin$9,688,705$623,949 ▲6.9%15,2332.9%IndustrialsMELIMercadoLibre$9,597,283$3,803,884 ▲65.7%5,6442.9%Retail/WholesaleMCDMcDonald's$8,666,627$569,929 ▲7.0%29,8962.6%Retail/WholesaleVRTXVertex Pharmaceuticals$7,567,740$477,187 ▲6.7%18,7932.3%MedicalNVONovo Nordisk A/S$6,894,288$476,376 ▲7.4%80,1482.1%MedicalLLYEli Lilly and Company$6,759,669$540,403 ▲8.7%8,7562.0%MedicalXOMExxon Mobil$6,577,161$373,161 ▲6.0%61,1432.0%EnergyBROBrown & Brown$5,327,892$429,912 ▲8.8%52,2241.6%FinanceDFAUDimensional US Core Equity Market ETF$5,111,038$170,300 ▼-3.2%126,2301.5%ETFGDGeneral Dynamics$5,082,750$364,672 ▲7.7%19,2901.5%AerospaceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,825,463$3,575,516 ▲1,430.5%38,1251.1%ETFISHARES BITCOIN TRUST ETF$3,506,393$3,506,393 ▲New Holding66,0961.1%SHS BEN INTSCHGSchwab U.S. Large-Cap Growth ETF$2,620,381$1,899,081 ▲263.3%94,0220.8%ETFCOSTCostco Wholesale$1,543,074$504,889 ▲48.6%1,6840.5%Retail/WholesaleBXBlackstone$1,466,473$231,222 ▲18.7%8,5050.4%FinanceDFSVDimensional US Small Cap Value ETF$995,610$33,950 ▼-3.3%32,3460.3%ETFACNAccenture$699,359$310,631 ▼-30.8%1,9880.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$660,340$119,343 ▲22.1%11,5200.2%ETFGOOGLAlphabet$605,192$605,192 ▲New Holding3,1970.2%Computer and TechnologyAOMiShares Core 40/60 Moderate Allocation ETF$514,764$169,850 ▲49.2%11,8500.2%ETFEPDEnterprise Products Partners$511,7640.0%16,3190.2%EnergySNPEXtrackers S&P 500 ESG ETF$446,456$5,593 ▼-1.2%8,3810.1%ETFVOVanguard Mid-Cap ETF$436,3430.0%1,6520.1%ETFCVXChevron$400,627$13,036 ▲3.4%2,7660.1%EnergyAMZNAmazon.com$395,560$13,163 ▲3.4%1,8030.1%Retail/WholesaleTSLATesla$356,995$404 ▼-0.1%8840.1%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$356,349$218,880 ▲159.2%13,0440.1%ETFSCHASchwab US Small-Cap ETF$263,845$143,650 ▲119.5%10,2030.1%ETFBILZPIMCO Ultra Short Government Active ETF$261,124$101 ▲0.0%2,5900.1%ETFBBCPConcrete Pumping$244,342$226,440 ▼-48.1%36,6880.1%Business ServicesISRGIntuitive Surgical$242,1890.0%4640.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$214,712$214,712 ▲New Holding7,7490.1%ETFORealty Income$0$906,536 ▼-100.0%00.0%FinanceSOXXiShares Semiconductor ETF$0$244,405 ▼-100.0%00.0%ETFIHIiShares U.S. Medical Devices ETF$0$211,578 ▼-100.0%00.0%ETFWPCW. P. Carey$0$209,446 ▼-100.0%00.0%FinanceCCICrown Castle$0$208,451 ▼-100.0%00.0%FinanceTMOThermo Fisher Scientific$0$206,602 ▼-100.0%00.0%MedicalPLDPrologis$0$206,431 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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