Heirloom Wealth Management - Q12026 Holdings

Heirloom Wealth Management holds 87 stocks with a total portfolio value of $ 555.1M as of Q12026. In Q12026, Heirloom Wealth Management added 48 new positions, increased stakes in 30 stocks, reduced 6 holdings, and fully exited 4 positions. The largest holding is Pimco Etf Tr (BOND), representing 16.95% of the total portfolio.