Heirloom Wealth Management - Q42025 Holdings

Heirloom Wealth Management holds 43 stocks with a total portfolio value of $ 432.63M as of Q42025. In Q42025, Heirloom Wealth Management added 4 new positions, increased stakes in 28 stocks, reduced 8 holdings, and fully exited 4 positions. The largest holding is Pimco Etf Tr (BOND), representing 10.58% of the total portfolio.