Heirloom Wealth Management: 13F holdings
CIK 18829032026Q2
| Positions | 61 |
|---|
| Reported value | $690.0m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 61 (-26 vs prior quarter) |
|---|
| Reported value | $690.0m (+24.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BOND PIMCO ETF TR | 1,156,313 | $106.6m | 15.5% |
| GOOG ALPHABET INC | 115,104 | $40.7m | 5.9% |
| AAAU GOLDMAN SACHS PHYSICAL GOLD | 1,005,004 | $39.8m | 5.8% |
| V VISA INC | 106,547 | $36.6m | 5.3% |
| PYLD PIMCO ETF TR | 1,214,464 | $32.2m | 4.7% |
| NVDA NVIDIA CORPORATION | 157,308 | $31.5m | 4.6% |
| RSG REPUBLIC SVCS INC | 137,429 | $29.3m | 4.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 56,873 | $28.5m | 4.1% |
| MSFT MICROSOFT CORP | 74,885 | $27.9m | 4.0% |
| META META PLATFORMS INC | 47,942 | $27.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1882903")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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