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Home > Institutional Investor > Heirloom Wealth Management > Profile

Instuitional Investor - Heirloom Wealth Management

Fund Profile
Filing Period:
Fund Name: Heirloom Wealth Management
Portfolio Value $378,779,081
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 983,348 $41,113,780 10.85%
2.
Pimco Etf Trust
 442,263 $40,767,803 10.76%
3.
Nvidia Corp
 NVDA 192,885 $30,473,914 8.05%
4.
Microsoft Corp
 MSFT 53,514 $26,618,301 7.03%
5.
Visa Inc.
 V 68,826 $24,436,653 6.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)