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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 2,002.0 $716K 0.10% -496.0 -19.9% $357.40 -3.5%
42 AOR ISHARES TR 10,291.0 $715K 0.10% +1K +14.4% $69.50 +0.5%
43 MTUM ISHARES TR 1,979.0 $678K 0.10% -1K -37.1% $342.83 -11.0%
44 VO VANGUARD INDEX FDS 7,004.0 $564K 0.08% -369.0 -5.0% $80.57 +3.0%
45 TSLA TESLA INC Consumer Cyclical 1,268.0 $534K 0.08% $420.75 -13.8%
46 AOM ISHARES TR 10,467.0 $522K 0.08% +361.0 +3.6% $49.89 -0.2%
47 EFAV ISHARES TR 5,264.0 $462K 0.07% -7K -56.7% $87.71 +7.9%
48 VWO VANGUARD INTL EQUITY INDEX F 7,158.0 $427K 0.06% -5K -38.7% $59.69 +1.3%
49 IDV ISHARES TR 9,083.0 $376K 0.06% $41.43 +8.8%
50 SCHD SCHWAB STRATEGIC TR 11,181.0 $355K 0.05% $31.71 +10.7%
51 PIZ INVESCO EXCH TRADED FD TR II 5,657.0 $316K 0.05% -3K -31.0% $55.90 -4.1%
52 SCHA SCHWAB STRATEGIC TR 7,927.0 $286K 0.04% $36.13 -3.6%
53 SCHM SCHWAB STRATEGIC TR 7,748.0 $286K 0.04% $36.87 -1.9%
54 SOXX ISHARES TR 411.0 $263K 0.04% NEW $641.10 -18.9%
55 CVX CHEVRON CORPORATION Energy 1,511.0 $250K 0.04% -128.0 -7.8% $165.76 +23.8%
56 ACN ACCENTURE PLC IRELAND Technology 1,940.0 $241K 0.04% $124.44 +48.9%
57 GLD SPDR GOLD TR Financial Services 651.0 $240K 0.04% -50.0 -7.1% $368.38 +14.9%
58 ANET ARISTA NETWORKS INC Technology 1,184.0 $201K 0.03% NEW $169.87 +11.1%
59 UWMC UWM HOLDINGS CORPORATION Financial Services 25,800.0 $59K 0.01% NEW $2.29 -38.9%
60 TRX GOLD CORPORATION 10,000.0 $8K 0.00% $0.82
Page 3 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%