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Portfolio (Quarterly) Guide ↗

Heirloom Wealth Management

· CIK 0001882903
13F Portfolio $555.1B AUM 87 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 29 Added 6 Reduced 4 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 58,737.0 $8.6M 1.55% NEW $146.28 -8.4%
22 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 178,748.0 $8.3M 1.49% +102K +133.5% $46.19 -2.7%
23 DFIP DIMENSIONAL ETF TRUST 192,214.0 $8.0M 1.45% -904K -82.5% $41.72 +0.4%
24 MINT PIMCO ETF TR 76,911.0 $7.7M 1.39% $100.57 +0.0%
25 SCHF SCHWAB STRATEGIC TR 271,822.0 $6.7M 1.21% NEW $24.75 +8.6%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,654.0 $5.0M 0.90% NEW $650.34 +13.6%
27 AVDE AMERICAN CENTY ETF TR 46,017.0 $3.9M 0.70% +9K +24.2% $84.84 +6.2%
28 SCHG SCHWAB STRATEGIC TR 130,863.0 $3.8M 0.69% +35K +37.0% $29.13 +17.4%
29 SCHZ SCHWAB STRATEGIC TR 154,967.0 $3.6M 0.65% NEW $23.22 -1.3%
30 VOO VANGUARD INDEX FDS 4,169.0 $2.5M 0.45% NEW $597.58 +13.6%
31 VO VANGUARD INDEX FDS 7,373.0 $2.1M 0.38% +6K +336.3% $287.18 -73.3%
32 FNDF SCHWAB STRATEGIC TR 42,619.0 $2.1M 0.38% NEW $48.93 +8.2%
33 SCHE SCHWAB STRATEGIC TR 63,247.0 $2.1M 0.38% NEW $32.95 +7.7%
34 IAUM ISHARES GOLD TR Financial Services 44,279.0 $2.1M 0.37% NEW $46.70 -2.7%
35 VEA VANGUARD TAX-MANAGED FDS 32,162.0 $2.1M 0.37% NEW $64.08 +8.5%
36 VUSB VANGUARD BD INDEX FDS 41,172.0 $2.0M 0.37% NEW $49.78 -0.2%
37 PDP INVESCO EXCHANGE TRADED FD T 14,882.0 $1.8M 0.32% NEW $120.74 +13.4%
38 QQQ INVESCO QQQ TR Financial Services 2,972.0 $1.7M 0.31% NEW $577.18 +22.3%
39 ITOT ISHARES TR 11,340.0 $1.6M 0.29% NEW $142.43 +13.0%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,435.0 $1.4M 0.26% +54.0 +3.9% $996.13 +5.3%
Page 2 of 5  ·  87 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 34.4%
Communication Services 16.2%
Financial Services 14.1%
Industrials 12.2%
Basic Materials 6.6%
Healthcare 6.1%
Energy 5.6%
Consumer Cyclical 4.4%
Consumer Defensive 0.4%