1y return+11.4%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $166 against $195 in the S&P 500.2
Heirloom Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BONDPimco Etf Tr | $106.6M | 15.5% | +13.4% |
| GOOGAlphabet Inc | $40.7M | 5.9% | +15.3% |
| AAAUGoldman Sachs Physical Gold | $39.8M | 5.8% | +462.2% |
| VVisa Inc | $36.6M | 5.3% | +15.0% |
| PYLDPimco Etf Tr | $32.2M | 4.7% | New |
| NVDANvidia Corporation | $31.5M | 4.6% | −6.6% |
| RSGRepublic Svcs Inc | $29.3M | 4.2% | +15.2% |
| BRK/BBerkshire Hathaway Inc Del | $28.5M | 4.1% | +15.0% |
| MSFTMicrosoft Corp | $27.9M | 4.0% | +16.8% |
| METAMeta Platforms Inc | $27.0M | 3.9% | +15.5% |
| Linde PLCCUSIP G54950103 | $26.1M | 3.8% | +14.8% |
| TSMTaiwan Semiconductor Manufac | $25.8M | 3.7% | −16.3% |
| Asml Hldg NvCUSIP N07059210 | $25.7M | 3.7% | +14.2% |
| AAPLApple Inc | $18.1M | 2.6% | +13.5% |
| PHParker-hannifin Corp | $17.2M | 2.5% | +13.9% |
| FHLCFidelity Covington Trust | $16.4M | 2.4% | New |
| AMZNAmazon Com Inc | $16.4M | 2.4% | +2908.7% |
| VTIVanguard Index Fds | $16.1M | 2.3% | −10.8% |
| AVUSAmerican Centy Etf Tr | $14.8M | 2.1% | +10.6% |
| MELIMercadolibre Inc | $14.6M | 2.1% | +14.8% |
| VRTXVertex Pharmaceuticals Inc | $13.4M | 1.9% | +15.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $13.1M | 1.9% | +8.7% |
| Astrazeneca PLCCUSIP G0593M107 | $12.9M | 1.9% | New |
| DFIPDimensional Etf Trust | $7.8M | 1.1% | −1.8% |
| MINTPimco Etf Tr | $7.8M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $31.5M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $40.7M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2022 | +264.1% | $25.7M |
| PHParker-hannifin Corp | June 30, 2023 | +150.8% | $17.2M |
| SCHGSchwab Strategic Tr | December 31, 2022 | +143.6% | $4.7M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $18.1M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $25.8M |
| COSTCostco Wholesale Corporation | December 31, 2022 | +104.9% | $1.3M |
| SNPEDbx Etf Tr | December 31, 2022 | +99.2% | $1.2M |
| VRTXVertex Pharmaceuticals Inc | December 31, 2022 | +72.0% | $13.4M |
Sold off last quarter
- ISRGIntuitive Surgical Inc was $9.4M
- XLVSelect Sector Spdr Tr was $9.3M
- PLTRPalantir Technologies Inc was $8.6M
- SCHZSchwab Strategic Tr was $3.6M
- FNDFSchwab Strategic Tr was $2.1M
- SCHESchwab Strategic Tr was $2.1M
- IAUMIshares Gold Tr was $2.1M
- VUSBVanguard Bd Index Fds was $2.0M
- QQQInvesco Qqq Tr was $1.7M
- ITOTIshares Tr was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +2.0% | +5.4% |
| June 30, 2024 | +4.4% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
| September 30, 2022 | −10.1% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −7.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Heirloom Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1882903&type=13F-HR&dateb=&owner=include&count=40CIK 1882903
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1882903/000188290326000004/Filed August 3, 2026 · accession 0001882903-26-000004