Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heirloom Wealth Management > Profile

Instuitional Investor - Heirloom Wealth Management

Fund Profile
Filing Period:
Fund Name: Heirloom Wealth Management
Portfolio Value $555,104,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 1,019,618 $94,090,392 16.95%
2.
Nvidia Corp
 NVDA 168,367 $29,363,222 5.29%
3.
Alphabet Inc.
 GOOGL 99,866 $28,647,432 5.16%
4.
Visa Inc.
 V 92,634 $27,997,829 5.04%
5.
Republic Services Inc.
 RSG 119,319 $26,133,189 4.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.