SEC Form 13F

Heirloom Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$690,022,752
Positions61

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PIMCO ETF TRBONDACTIVE BD ETF$106,623,6641,156,313
ALPHABET INCGOOGCAP STK CL C$40,669,793115,104
GOLDMAN SACHS PHYSICAL GOLDAAAUUNIT$39,768,0081,005,004
VISA INCVCOM CL A$36,555,239106,547
PIMCO ETF TRPYLDMULTISECTOR BD$32,207,5801,214,464
NVIDIA CORPORATIONNVDACOM$31,475,660157,308
REPUBLIC SVCS INCRSGCOM$29,283,285137,429
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$28,458,45056,873
MICROSOFT CORPMSFTCOM$27,933,52374,885
META PLATFORMS INCMETACL A$27,005,36547,942

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page