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CIK: 0001882903
Total reported value
$690.0M
$690.0M
43 檔
21.8%
As reported in its official Q4 2024 Form 13F filing, Heirloom Wealth Management's tracked investment portfolio stood at $690.0M with 43 total positions.
In Q4 2024, Heirloom Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIP | Dimensional Inflation-protec | ETF-Other | 12.77% | -0.31% | +6.01% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 11.81% | — | -2.59% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 6.96% | +0.26% | +7.00% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.94% | +0.73% | -5.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.70% | -0.73% | -3.40% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.56% | -0.23% | -3.19% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.99% | -0.15% | +7.09% | |
| 8 | RSG | Republic Services Inc | Stock-Industrials | 4.88% | -0.47% | +7.15% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 4.02% | +1.03% | +6.67% | |
| 10 | LIN | Linde plc | Stock-Materials | 3.54% | -0.13% | +6.94% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.10% | +6.22% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 2.91% | +0.01% | +6.88% | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.88% | -0.22% | +65.66% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.60% | — | +7.04% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.27% | +0.05% | +6.73% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.07% | — | +7.42% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.03% | — | +8.69% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -0.80% | +6.01% | |
| 19 | BRO | Brown & Brown Inc | Stock-Financials | 1.60% | — | +8.78% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.53% | — | -3.22% | |
| 21 | GD | General Dynamics CORP | Stock-Industrials | 1.52% | — | +7.73% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.15% | -0.26% | +1430.51% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.05% | — | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | -0.01% | +263.29% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.08% | +48.63% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.44% | -0.10% | EXIT | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.30% | — | -3.30% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.21% | -0.03% | -30.76% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.20% | — | +22.06% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.03% | — | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.15% | -0.01% | +49.24% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.15% | -0.05% | — | |
| 33 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -1.24% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | -0.30% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.02% | +3.36% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +2.29% | +3.44% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | -0.01% | -0.11% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | +159.22% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | — | +119.51% | |
| 40 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.08% | — | +0.04% | |
| 41 | BBCP | Concrete Pumping Holdings In | Stock-Other | 0.07% | — | -48.10% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.07% | -1.69% | EXIT | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.1% | +7.00% | Add |
| 2 | MINT | Pimco Enhanced Short Maturit | +1.1% | +1430.51% | Add |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +1.1% | NEW | New buy |
| 4 | MELI | Mercadolibre Inc | +0.7% | +65.66% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +6.22% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -5.24% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | -3.40% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 9 | RSG | Republic Services Inc | +0.2% | +7.15% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +48.63% | Add |
| 11 | PH | Parker Hannifin CORP | +0.1% | +6.88% | Add |
| 12 | BX | Blackstone Inc | +0.1% | +18.72% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.09% | Add |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | New buy |
| 15 | BRO | Brown & Brown Inc | +0.1% | +8.78% | Add |
| 16 | AOM | Ishares Core 40/60 Moderate | 0% | +49.24% | Add |
| 17 | TSLA | Tesla Inc | 0% | -0.11% | Trim |
| 18 | AOR | Ishares Core 60/40 Balanced | 0% | +22.06% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +3.44% | Add |
| 20 | SCHA | Schwab US Small-cap ETF | 0% | +119.51% | Add |
| 21 | EPD | Enterprise Products Partners | — | — | Unchanged |
| 22 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 23 | CVX | Chevron CORP | — | +3.36% | Add |
| 24 | BILZ | Pimco Ultra Shrt Govt Active | — | +0.04% | Add |
| 25 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 26 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | 0% | -1.24% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | 0% | +159.22% | Add |
| 28 | DFSV | Dimensional US Small Cap Val | 0% | -3.30% | Trim |
| 29 | MCD | Mcdonald's CORP | -0.1% | +7.04% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | -0.1% | +263.29% | Add |
| 31 | CCI | Crown Castle Inc | -0.1% | EXIT | Sold out |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 33 | PLD | Prologis Inc | -0.1% | EXIT | Sold out |
| 34 | BBCP | Concrete Pumping Holdings In | -0.1% | -48.10% | Trim |
| 35 | IHI | Ishares U.s. Medical Devices | -0.1% | EXIT | Sold out |
| 36 | WPC | Wp Carey Inc | -0.1% | EXIT | Sold out |
| 37 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | Sold out |
| 38 | DFAU | Dimensional US Core Equity M | -0.1% | -3.22% | Trim |
| 39 | ACN | Accenture plc | -0.1% | -30.76% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.1% | +6.01% | Add |
| 41 | GD | General Dynamics CORP | -0.2% | +7.73% | Add |
| 42 | LLY | Eli Lilly & Co | -0.2% | +8.69% | Add |
| 43 | O | Realty Income CORP | -0.3% | EXIT | Sold out |
| 44 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +6.73% | Add |
| 45 | DFIP | Dimensional Inflation-protec | -0.3% | +6.01% | Add |
| 46 | LIN | Linde plc | -0.4% | +6.94% | Add |
| 47 | MSFT | Microsoft CORP | -0.6% | -3.19% | Trim |
| 48 | ASML | ASML Holding N.V. | -0.7% | +6.67% | Add |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.7% | +7.42% | Add |
| 50 | GOVT | Ishares US Treasury Bond ETF | -1.1% | -2.59% | Trim |
According to official SEC Form 13F filings, Heirloom Wealth Management reported a total U.S. public equity portfolio value of $690.0M across 43 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFIP, GOVT, V) accounted for 21.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBIT
市值: $3.5M
Top Position Liquidated / Trimmed
O
前期市值: $906.5K
During Q4 2024, Heirloom Wealth Management's top holdings by market value included DFIP (12.8%)、GOVT (11.8%)、V (7.0%). The largest single position, DFIP, represented 12.8% of total portfolio value.
In Q4 2024, Heirloom Wealth Management made 47 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 10 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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