13F Insight
DOSSIER · 13F-HR · Q3 2026

Heirloom Wealth Management

$769M in tracked AUM across 64 positions as of Q3 2026.

HW
CIK 0001882903 · last filed Sep 30, 2026
Total AUM
$769M
as of Q3 2026
Holdings
64
+2 QoQ
positions
Whale Score
61
61
tracked
Activity
51
+7 new, −5 sold
changes this Q
AI Analysis · Q3 2026

Heirloom Wealth Management filed its latest 13F-HR for Q3 2026. 51 position changes this quarter — 7 new, 5 exited, 30 added, 9 trimmed.

Quarter at a glance — Q3 2026

51 material changes this filing.

NEW
AVXCAMERICAN CENTY ETF TR
+343K sh
+$28M
3.7%
EXIT
METAMETA PLATFORMS INC
-48K sh
$-27M
—
ADD
AVDEAMERICAN CENTY ETF TR
+266K sh
+$24M
3.7%
ADD
PYLDPIMCO ETF TR
+953K sh
+$23M
7.2%
ADD
AAAUGOLDMAN SACHS PHYSICAL GOLD
+480K sh
+$21M
7.9%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+97K sh
+$16M
2.1%
NEW
OLLIOLLIES BARGAIN OUTLET HLDGS
+162K sh
+$14M
1.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BOND
PIMCO ETF TR
$103M1.2M13.4%02
AAAU
GOLDMAN SACHS PHYSICAL GOLD
$61M1.5M7.9%03
PYLD
PIMCO ETF TR
$55M2.2M7.2%04
GOOG
ALPHABET INC
$40M117K5.2%05
V
VISA INC
$39M108K5.0%06
NVDA
NVIDIA CORPORATION
$37M160K4.8%07
RSG
REPUBLIC SVCS INC
$29M140K3.8%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$29M58K3.7%09
AVDE
AMERICAN CENTY ETF TR
$29M319K3.7%10
AVXC
AMERICAN CENTY ETF TR
$28M343K3.7%

Filing history

2026Q3Sep 30
$769M▲ 11.5%
64 positionsView →2026Q2Jun 30
$690M▲ 24.3%
61 positionsView →2026Q1Mar 31
$555M▲ 28.3%
87 positionsView →2025Q4Dec 31
$433M▲ 4.5%
43 positionsView →2025Q3Sep 30
$414M▲ 9.3%
43 positionsLocked2025Q2Jun 30
$379M▲ 8.6%
43 positionsLocked2025Q1Mar 31
$349M▲ 4.6%
42 positionsLocked2024Q4Dec 31
$333M▲ 3.9%
43 positionsLocked2024Q3Sep 30
$321M▲ 3.9%
47 positionsLocked2024Q2Jun 30
$309M▲ 5.1%
47 positionsLocked2024Q1Mar 31
$294M▲ 12.7%
49 positionsLocked2023Q4Dec 31
$261M▲ 15.8%
52 positionsLocked
Showing 12 of 19