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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 Chg Shares Chg % Period Price ① Since Period ①
1 ASML ASML HLDG NV Technology 11,329.0 $15.0M 2.70% -4K -24.5% $1320.80 +11.5%
2 PH PARKER-HANNIFIN CORP Industrials 15,400.0 $13.8M 2.48% -848.0 -5.2% $895.21 -3.6%
3 DFIP DIMENSIONAL ETF TRUST 192,214.0 $8.0M 1.45% -904K -82.5% $41.72 +0.4%
4 GOOGL ALPHABET INC Communication Services 2,498.0 $718K 0.13% -173.0 -6.5% $287.56 +38.0%
5 BX BLACKSTONE INC Financial Services 4,853.0 $558K 0.10% -2K -24.8% $115.00 +1.8%
6 SCHA SCHWAB STRATEGIC TR 7,927.0 $231K 0.04% -3K -25.7% $29.08 +11.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%