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Portfolio (Quarterly) Guide ↗

Heirloom Wealth Management

· CIK 0001882903
13F Portfolio $690M AUM 61 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 24 Added 21 Reduced 33 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNPE DBX ETF TR 17,172.0 $1.2M 0.17% +2K +13.9% $68.86 +2.7%
22 CRGY CRESCENT ENERGY COMPANY Energy 78,977.0 $776K 0.11% +11K +16.3% $9.82 +38.2%
23 AOR ISHARES TR 10,291.0 $715K 0.10% +1K +14.4% $69.50 +0.3%
24 AOM ISHARES TR 10,467.0 $522K 0.08% +361.0 +3.6% $49.89 -0.3%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 21.2%
Industrials 12.0%
Consumer Cyclical 8.2%
Communication Services 7.2%
Healthcare 6.8%
Basic Materials 6.8%
Energy 4.0%
Consumer Defensive 0.3%