Heirloom Wealth Management - Portfolio Stock Holdings
Heirloom Wealth Management disclosed 93 stock positions in a recent SEC 13F filing. $676,898,392 of stock holdings were filed, with the largest holdings including BOND, GOOG, and AAAU. This filing represented positions held on June 30, 2026, and was filed today.Report Period:
June 30, 2026No. of Stocks:
93Est. Stock Holding Value:
$676,898,392Top Stock Holdings By Sector
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Portfolio Stock Holdings - Heirloom Wealth Management
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% of Portfolio
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