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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRTX VERTEX PHARMACEUTICALS INC Healthcare 26,965.0 $13.4M 1.94% +4K +14.9% $496.72 +10.3%
22 XOM EXXON MOBIL CORP Energy 95,997.0 $13.1M 1.90% +8K +8.7% $136.72 +20.8%
23 AZN ASTRAZENECA PLC Healthcare 68,151.0 $12.9M 1.87% NEW $189.62 -12.5%
24 DFIP DIMENSIONAL ETF TRUST 188,774.0 $7.8M 1.13% -3K -1.8% $41.26 -2.3%
25 MINT PIMCO ETF TR 77,209.0 $7.8M 1.13% $100.81 -0.1%
26 SCHF SCHWAB STRATEGIC TR 236,889.0 $6.6M 0.95% -35K -12.8% $27.70 +2.7%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,196.0 $5.4M 0.78% -458.0 -6.0% $746.77 +2.5%
28 AVDE AMERICAN CENTY ETF TR 52,824.0 $4.7M 0.68% +7K +14.8% $89.20 +5.7%
29 SCHG SCHWAB STRATEGIC TR 137,969.0 $4.7M 0.68% +7K +5.4% $33.84 +4.4%
30 VOO VANGUARD INDEX FDS 3,613.0 $2.5M 0.36% -556.0 -13.3% $686.76 +2.5%
31 VEA VANGUARD TAX-MANAGED FDS 27,628.0 $2.0M 0.28% -5K -14.1% $71.25 +3.0%
32 PDP INVESCO EXCHANGE TRADED FD T 10,991.0 $1.7M 0.24% -4K -26.1% $151.73 -9.8%
33 VLUE ISHARES TR 7,743.0 $1.5M 0.22% $199.81 +1.4%
34 CQP CHENIERE ENERGY PARTNERS L P Energy 22,500.0 $1.4M 0.20% +3K +15.4% $60.95 +12.2%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,358.0 $1.3M 0.18% -77.0 -5.4% $935.32 +1.3%
36 SNPE DBX ETF TR 17,172.0 $1.2M 0.17% +2K +13.9% $68.86 +2.9%
37 VEU VANGUARD INTL EQUITY INDEX F 12,894.0 $1.1M 0.16% -74.0 -0.6% $83.75 +2.3%
38 EPD ENTERPRISE PRODS PARTNERS L 21,166.0 $778K 0.11% -2K -8.4% $36.76
39 CRGY CRESCENT ENERGY COMPANY Energy 78,977.0 $776K 0.11% +11K +16.3% $9.82 +43.2%
40 SPLV INVESCO EXCH TRADED FD TR II 10,002.0 $749K 0.11% -6K -38.4% $74.90 +0.5%
Page 2 of 4  ·  61 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%