Heirloom Wealth Management

SEC 13F Filing Analysis: Heirloom Wealth Management

1. Portfolio Overview

Heirloom Wealth Management has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 54.0%, rising from $280.92M to $432.63M. This growth is attributed to a combination of strong market performance in existing holdings and a substantial influx of capital, evidenced by the creation of 25 new positions.

The port...