Heirloom Wealth Management - Q32026 Holdings

Heirloom Wealth Management holds 63 stocks with a total portfolio value of $ 769.39M as of Q32026. In Q32026, Heirloom Wealth Management added 63 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Pimco Etf Tr (BOND), representing 13.35% of the total portfolio.