StockDriftsStockDriftsTop 50 Heirloom Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 15.45% | 1.16M | $106.6M | +13.41%(+136.69K) | $92.46(-2.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.89% | 115.1K | $40.7M | +15.26%(+15.24K) | $153.03(+123.91%) | 2026-06-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 5.76% | 1.01M | $39.8M | +462.25%(+826.26K) | $42.15(+2.39%) | 2026-06-30 | |
| V | VISA INC | 5.3% | 106.5K | $36.6M | +15.02%(+13.91K) | $261.36(+38.49%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 4.67% | 1.21M | $32.2M | new | $26.30(-0.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.56% | 157.3K | $31.5M | -6.57%(-11.06K) | $82.78(+173.10%) | 2026-06-30 | |
| RSG | REPUBLIC SVCS INC | 4.24% | 137.4K | $29.3M | +15.18%(+18.11K) | $170.94(+25.61%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.12% | 56.9K | $28.5M | +15.02%(+7.43K) | $373.59(+34.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.05% | 74.9K | $27.9M | +16.77%(+10.76K) | $328.35(+48.03%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.91% | 47.9K | $27.0M | +15.47%(+6.42K) | $608.83(-4.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.85% | — | — | +37.51% |
| Top 20 Holdings Unweighted | +16.67% | +58.82% | — | — | +40.13% |
Heirloom Wealth Management reports $690.02M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are BOND (15.4%), GOOG (5.9%) and AAAU (5.8%). The top 20 holdings account for 85.68% of reported assets. Its disclosed equity book has returned +48.85% on a three-year cumulative basis. Figures reflect the Q2 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