Heirloom Wealth Management
Heirloom Wealth Management reported 63 stocks worth $769M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BOND (13.4%), AAAU (7.9%) and PYLD (7.2%). Compared with Q2 2026, the fund opened new positions in AVXC, XOM and OLLI, added to BOND, AAAU and PYLD, trimmed MSFT, AAPL and FHLC and sold out of META, XOM and AZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BOND Pimco ETF TR | $103M | 13.4% | 1.2M | +24K (+2%) | 6 of 8 | |
| 2 |  AAAU Goldman Sachs | $60.8M | 7.9% | 1.5M | +480K (+48%) | 4 of 8 | |
| 3 |  PYLD Pimco ETF TR | $55M | 7.2% | 2.2M | +953K (+78%) | 2 of 8 | |
| 4 |  GOOG Alphabet Inc | $40M | 5.2% | 117K | +2,193 (+2%) | 8 of 8 | |
| 5 |  V Visa Inc | $38.8M | 5.0% | 108K | +1,344 (+1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $36.6M | 4.8% | 160K | +2,872 (+2%) | 8 of 8 | |
| 7 |  RSG Republic Svcs Inc | $29.3M | 3.8% | 140K | +2,355 (+2%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $28.8M | 3.8% | 58K | +1,011 (+2%) | 8 of 8 | |
| 9 |  AVDE American Centy ETF TR | $28.7M | 3.7% | 319K | +266K (+504%) | 5 of 8 | |
| 10 |  AVXC American Centy ETF TR | $28.2M | 3.7% | 343K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 RGLD Royal Gold Inc | Call | $354K | 1,500 | +1,500 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Heirloom Wealth Management 13F FAQ
What does Heirloom Wealth Management own?
Heirloom Wealth Management reported 63 stocks worth $769M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BOND (13.4%), AAAU (7.9%) and PYLD (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Heirloom Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 30 added to, 9 trimmed and 5 sold out. New positions include AVXC, XOM and OLLI. It sold all of META, XOM and AZN.
When will Heirloom Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Heirloom Wealth Management's portfolio worth?
The Q3 2026 filing reports $769M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.