Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heirloom Wealth Management > Profile

Instuitional Investor - Heirloom Wealth Management

Fund Profile
Filing Period:
Fund Name: Heirloom Wealth Management
Portfolio Value $432,632,918
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 491,798 $45,776,554 10.58%
2.
Dimensional Etf Trust
 1,096,011 $45,544,738 10.53%
3.
Alphabet Inc.
 GOOGL 98,069 $30,773,920 7.11%
4.
Visa Inc.
 V 79,233 $27,787,965 6.42%
5.
Nvidia Corp
 NVDA 145,111 $27,063,205 6.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.