StockDriftsStockDriftsTop 50 Heirloom Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 13.36% | 1.18M | $102.7M | +2.11%(+24.45K) | $92.40(-5.20%) | 2026-09-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 7.91% | 1.49M | $60.8M | +47.78%(+480.17K) | $41.54(-1.74%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 7.15% | 2.17M | $55.0M | +78.44%(+952.58K) | $26.15(-2.85%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.2% | 117.3K | $40.0M | +1.91%(+2.19K) | $156.66(+117.13%) | 2026-09-30 | |
| V | VISA INC | 5.04% | 107.9K | $38.8M | +1.26%(+1.34K) | $262.48(+53.51%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.76% | 160.2K | $36.6M | +1.83%(+2.87K) | $85.13(+155.00%) | 2026-09-30 | |
| RSG | REPUBLIC SVCS INC | 3.81% | 139.8K | $29.3M | +1.71%(+2.35K) | $171.62(+33.45%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.75% | 57.9K | $28.8M | +1.78%(+1.01K) | $375.78(+41.63%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.74% | 318.9K | $28.7M | +503.64%(+266.04K) | $87.90(+1.82%) | 2026-09-30 | |
| AVXC | AMERICAN CENTY ETF TR | 3.67% | 343.3K | $28.2M | new | $83.91(-6.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.56% | +58.37% | — | — | +41.04% |
| Top 20 Holdings Unweighted | +19.14% | +69.13% | — | — | +45.54% |
Heirloom Wealth Management reports $769.39M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are BOND (13.4%), AAAU (7.9%) and PYLD (7.2%). The top 20 holdings account for 84.16% of reported assets. Its disclosed equity book has returned +58.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Heirloom Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1882903). View Heirloom Wealth Management’s 13F filings on SEC