Portfolio (Quarterly) Guide ↗

Heirloom Wealth Management

· CIK 0001882903

13F Portfolio $555.1B AUM 87 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 48 New 29 Added 6 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVO	NOVO-NORDISK A S	Healthcare	211,886	$10.8M	2.49%	SOLD
2	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	130,153	$6.5M	1.49%	SOLD
3	SCHW	SCHWAB CHARLES CORP	Financial Services	4,013	$401K	0.09%	SOLD
4	AVGO	BROADCOM INC	Technology	640	$221K	0.05%	SOLD

Sector Allocation

Technology 34.4%

Communication Services 16.2%

Financial Services 14.1%

Industrials 12.2%

Basic Materials 6.6%

Healthcare 6.1%

Energy 5.6%

Consumer Cyclical 4.4%

Consumer Defensive 0.4%