Heirloom Wealth Management
Top Portfolio Positions
35 positions ·
$323,048,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
168,367 | $29,363,204 | 9.09% | |
| V |
Visa Inc.
Financial Services
|
92,634 | $27,997,700 | 8.67% | |
| RSG |
Republic Services, Inc.
Industrials
|
119,319 | $26,133,247 | 8.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
41,518 | $23,753,693 | 7.35% | |
| MSFT |
Microsoft Corp
Technology
|
64,128 | $23,738,261 | 7.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
49,446 | $23,694,523 | 7.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
64,661 | $21,852,184 | 6.76% | |
| LIN |
Linde PLC
Basic Materials
|
43,888 | $21,757,914 | 6.74% | |
| XOM |
Exxon Mobil Corp
Energy
|
88,354 | $14,990,139 | 4.64% | |
| ASML |
Asml Holding NV
Technology
|
11,329 | $14,963,683 | 4.63% |
Portfolio Trend
17 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,256,370 | 178,748 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,257,628 | 76,560 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||