Long-term investor
Heirloom Wealth Management @heirloomwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001882903).
Record
- Tracked since 2025-12-31 (257 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BOND · 15.5% · long · since 2025-12-31
- GOOG · 5.9% · long · since 2025-12-31
- AAAU · 5.8% · long · since 2025-12-31
- V · 5.3% · long · since 2025-12-31
- PYLD · 4.7% · long · since 2026-06-30
- NVDA · 4.6% · long · since 2025-12-31
- RSG · 4.2% · long · since 2025-12-31
- BRK-B · 4.1% · long · since 2025-12-31
- MSFT · 4.0% · long · since 2025-12-31
- META · 3.9% · long · since 2025-12-31
- LIN · 3.8% · long · since 2025-12-31
- TSM · 3.7% · long · since 2025-12-31