Heirloom Wealth Management Top Holdings and 13F Report (2025) About Heirloom Wealth ManagementInvestment ActivityHeirloom Wealth Management has $348.80 million in total holdings as of March 31, 2025.Heirloom Wealth Management owns shares of 42 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.97% of the portfolio was purchased this quarter.About 4.83% of the portfolio was sold this quarter.This quarter, Heirloom Wealth Management has purchased 43 new stocks and bought additional shares in 24 stocks.Heirloom Wealth Management sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional Inflation-Protected Securities ETF $43,198,643iShares U.S. Treasury Bond ETF $42,219,080Visa $24,189,913NVIDIA $20,783,389Republic Services $20,329,996 Largest New Holdings this Quarter 30303M102 - Meta Platforms $10,923,175 Holding Largest Purchases this Quarter Meta Platforms 18,952 shares (about $10.92M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 29,730 shares (about $2.99M)iShares U.S. Treasury Bond ETF 123,930 shares (about $2.85M)NVIDIA 25,569 shares (about $2.77M)ASML 3,727 shares (about $2.47M) Largest Sales this Quarter Visa 4,393 shares (about $1.54M)Dimensional Inflation-Protected Securities ETF 25,102 shares (about $1.06M)iShares Core 40/60 Moderate Allocation ETF 3,303 shares (about $144.94K)iShares Core 60/40 Balanced Allocation ETF 2,215 shares (about $127.52K)Chevron 643 shares (about $107.57K) 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$43,198,643$1,057,070 ▼-2.4%1,025,82812.4%ETFGOVTiShares U.S. Treasury Bond ETF$42,219,080$2,848,531 ▲7.2%1,836,81012.1%ETFVVisa$24,189,913$1,539,578 ▼-6.0%69,0236.9%Business ServicesNVDANVIDIA$20,783,389$2,771,169 ▲15.4%191,7646.0%Computer and TechnologyRSGRepublic Services$20,329,996$737,859 ▲3.8%83,9535.8%Business ServicesBRK.BBerkshire Hathaway$20,304,879$752,526 ▲3.8%38,1265.8%FinanceMSFTMicrosoft$20,103,458$622,391 ▲3.2%53,5545.8%Computer and TechnologyGOOGAlphabet$19,691,123$725,378 ▲3.8%126,0395.6%Computer and TechnologyASMLASML$15,268,410$2,469,636 ▲19.3%23,0424.4%Computer and TechnologyLINDE PLC$13,624,057$508,009 ▲3.9%29,2593.9%SHSMELIMercadoLibre$11,615,480$604,770 ▲5.5%5,9543.3%Retail/WholesaleMETAMeta Platforms$10,923,175$10,923,175 ▲New Holding18,9523.1%Computer and TechnologyAAPLApple$10,088,236$349,854 ▲3.6%45,4162.9%Computer and TechnologyPHParker-Hannifin$9,605,923$346,477 ▲3.7%15,8032.8%IndustrialsVRTXVertex Pharmaceuticals$9,479,443$368,454 ▲4.0%19,5532.7%MedicalXOMExxon Mobil$7,477,168$205,393 ▲2.8%62,8702.1%EnergyLLYEli Lilly and Company$7,467,934$236,212 ▲3.3%9,0422.1%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,827,570$2,991,433 ▲78.0%67,8552.0%ETFBROBrown & Brown$6,760,891$264,226 ▲4.1%54,3481.9%FinanceNVONovo Nordisk A/S$5,754,041$188,598 ▲3.4%82,8641.6%MedicalDFAUDimensional US Core Equity Market ETF$5,525,890$673,621 ▲13.9%143,7541.6%ETFISHARES BITCOIN TRUST ETF$5,268,559$2,174,605 ▲70.3%112,5521.5%SHS BEN INTSCHGSchwab U.S. Large-Cap Growth ETF$2,780,055$425,753 ▲18.1%111,0250.8%ETFCOSTCostco Wholesale$1,516,825$75,652 ▼-4.8%1,6040.4%Retail/WholesaleBXBlackstone$1,190,286$1,398 ▲0.1%8,5150.3%FinanceDFSVDimensional US Small Cap Value ETF$990,739$80,199 ▲8.8%35,1950.3%ETFACNAccenture$605,358$14,978 ▼-2.4%1,9400.2%Computer and TechnologyEPDEnterprise Products Partners$557,1310.0%16,3190.2%EnergyAORiShares Core 60/40 Balanced Allocation ETF$535,703$127,521 ▼-19.2%9,3050.2%ETFGOOGLAlphabet$487,425$6,959 ▼-1.4%3,1520.1%Computer and TechnologyVOVanguard Mid-Cap ETF$427,2400.0%1,6520.1%ETFSNPEXtrackers S&P 500 ESG ETF$411,610$11,044 ▼-2.6%8,1620.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$375,042$144,936 ▼-27.9%8,5470.1%ETFSCHDSchwab US Dividend Equity ETF$365,163$447 ▲0.1%13,0600.1%ETFCVXChevron$355,157$107,568 ▼-23.2%2,1230.1%EnergyAMZNAmazon.com$334,477$8,562 ▼-2.5%1,7580.1%Retail/WholesaleBILZPIMCO Ultra Short Government Active ETF$257,250$4,858 ▼-1.9%2,5420.1%ETFSCHASchwab US Small-Cap ETF$239,0520.0%10,2030.1%ETFTSLATesla$232,985$3,887 ▲1.7%8990.1%Auto/Tires/TrucksISRGIntuitive Surgical$229,8050.0%4640.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$203,0120.0%7,7490.1%ETFBBCPConcrete Pumping$200,3160.0%36,6880.1%Business ServicesMCDMcDonald's$0$8,666,627 ▼-100.0%00.0%Retail/WholesaleGDGeneral Dynamics$0$5,082,750 ▼-100.0%00.0%AerospaceShowing 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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