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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  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 651.0 $240K 0.04% -50.0 -7.1% $368.38 +14.9%
Page 2 of 2  ·  21 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%