AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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