Arkolith/Funds/Heirloom Wealth Management

Heirloom Wealth Management

CIK 1882903Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Heirloom Wealth Management holds a focused book of 61 stocks worth $690.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Pimco Multisector Bond Actv and trimmed Nvidia Corp. Their largest long position is Pimco Active Bond Exchange-T at 15% of the equity book.

Opened
27
bought for the first time
Added to
25
already held, bought more
Trimmed
22
sold some, still holds it
Sold out
33
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
58%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
29%
Financials
15%
Industrials
5%
Utilities
5%
Health Care
4%
Materials
4%
Consumer Discretionary
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Heirloom Wealth Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 61$509.1B
LPL Financial LLC80 / 61$73.9B
OSAIC HOLDINGS, INC.80 / 61$15.9B
ROYAL BANK OF CANADA79 / 61$139.9B
Kestra Advisory Services, LLC79 / 61$7.4B
JPMORGAN CHASE & CO78 / 61$480.1B
UBS Group AG78 / 61$138.9B
RAYMOND JAMES FINANCIAL INC78 / 61$88.5B

Ranked by how many of Heirloom Wealth Management's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

61 positions
#SecurityValueShares% PortLast moveHistory
1Pimco ETF TR
ACTIVE BD ETF
$106.6M1.16M
15.5%
+13%
Added · +137K sh
2Alphabet Inc
CAP STK CL C
$40.7M115.1K
5.9%
+15%
Added · +15K sh
3Goldman Sachs Physical Gold
UNIT
$39.8M1.01M
5.8%
+462%
Added · +826K sh
4Visa Inc
COM CL A
$36.6M106.5K
5.3%
+15%
Added · +14K sh
5Pimco ETF TR
MULTISECTOR BD
$32.2M1.21M
4.7%
New
New position
6Nvidia Corporation
COM
$31.5M157.3K
4.6%
−6.6%
Reduced · −11K sh
7Republic Svcs Inc
COM
$29.3M137.4K
4.2%
+15%
Added · +18K sh
8Berkshire Hathaway Inc Del
CL B NEW
$28.5M56.9K
4.1%
+15%
Added · +7K sh
9Microsoft Corp
COM
$27.9M74.9K
4.0%
+17%
Added · +11K sh
10Meta Platforms Inc
CL A
$27.0M47.9K
3.9%
+15%
Added · +6K sh
11Linde PLC
SHS
$26.1M50.4K
3.8%
+15%
Added · +6K sh
12Taiwan Semiconductor Manufac
SPONSORED ADS
$25.8M54.1K
3.7%
−16%
Reduced · −11K sh
13ASML Hldg NV
N Y REGISTRY SHS
$25.7M12.9K
3.7%
+14%
Added · +2K sh
14Apple Inc
COM
$18.1M62.4K
2.6%
+13%
Added · +7K sh
15Parker-Hannifin Corp
COM
$17.2M17.5K
2.5%
+14%
Added · +2K sh
16Fidelity Covington Trust
MSCI HLTH CARE I
$16.4M212.9K
2.4%
New
New position
17Amazon Com Inc
COM
$16.4M69.0K
2.4%
30×
Added · +67K sh
18Vanguard Index FDS
TOTAL STK MKT
$16.1M43.6K
2.3%
−11%
Reduced · −5K sh
19American Centy ETF TR
US EQT ETF
$14.8M115.7K
2.1%
+11%
Added · +11K sh
20Mercadolibre Inc
COM
$14.6M8.6K
2.1%
+15%
Added · +1K sh
21Vertex Pharmaceuticals Inc
COM
$13.4M27.0K
1.9%
+15%
Added · +4K sh
22Exxon Mobil Corp
COM
$13.1M96.0K
1.9%
+8.7%
Added · +8K sh
23AstraZeneca PLC
ORD
$12.9M68.2K
1.9%
New
New position
24Dimensional ETF Trust
INFLATION PROTE
$7.8M188.8K
1.1%
−1.8%
Reduced · −3K sh
25Pimco ETF TR
ENHAN SHRT MA AC
$7.8M77.2K
1.1%
+0.4%
Added · +298 sh
26Schwab Strategic TR
INTL EQTY ETF
$6.6M236.9K
1.0%
−13%
Reduced · −35K sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$5.4M7.2K
0.8%
−6.0%
Reduced · −458 sh
28American Centy ETF TR
INTL EQT ETF
$4.7M52.8K
0.7%
+15%
Added · +7K sh
29Schwab Strategic TR
US LCAP GR ETF
$4.7M138.0K
0.7%
+5.4%
Added · +7K sh
30Vanguard Index FDS
S&P 500 ETF SHS
$2.5M3.6K
0.4%
−13%
Reduced · −556 sh
31Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.0M27.6K
0.3%
−14%
Reduced · −5K sh
32Invesco Exchange Traded FD T
DORS WRI MOM ETF
$1.7M11.0K
0.2%
−26%
Reduced · −4K sh
33Ishares TR
MSCI USA VALUE
$1.5M7.7K
0.2%
Held
34Cheniere Energy Partners L P
COM UNIT
$1.4M22.5K
0.2%
+15%
Added · +3K sh
35Costco Wholesale Corporation
COM
$1.3M1.4K
0.2%
−5.4%
Reduced · −77 sh
36DBX ETF TR
XTRACKRS S&P 500
$1.2M17.2K
0.2%
+14%
Added · +2K sh
37Vanguard Intl Equity Index F
ALLWRLD EX US
$1.1M12.9K
0.2%
−0.6%
Reduced · −74 sh
38Enterprise Prods Partners L
COM
$778K21.2K
0.1%
−8.4%
Reduced · −2K sh
39Crescent Energy Company
CL A COM
$776K79.0K
0.1%
+16%
Added · +11K sh
40Invesco Exch Traded FD TR II
S&P500 LOW VOL
$749K10.0K
0.1%
−38%
Reduced · −6K sh
41Alphabet Inc
CAP STK CL A
$716K2.0K
0.1%
−20%
Reduced · −496 sh
42Ishares TR
CORE 60 BALA ETF
$715K10.3K
0.1%
+14%
Added · +1K sh
43Ishares TR
MSCI USA MMENTM
$678K2.0K
0.1%
−37%
Reduced · −1K sh
44Vanguard Index FDS
MID CAP ETF
$564K7.0K
0.1%
−5.0%
Reduced · −369 sh
45Tesla Inc
COM
$534K1.3K
0.1%
−0.5%
Reduced · −6 sh
46Ishares TR
CORE 40 MODE ETF
$522K10.5K
0.1%
+3.6%
Added · +361 sh
47Ishares TR
MSCI EAFE MIN VL
$462K5.3K
0.1%
−57%
Reduced · −7K sh
48Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$427K7.2K
0.1%
−39%
Reduced · −5K sh
49Ishares TR
INTL SEL DIV ETF
$376K9.1K
0.1%
Held
50Schwab Strategic TR
US DIVIDEND EQ
$355K11.2K
0.1%
Held
Showing 50 of 61 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202661$690.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202687$555.1M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202643$432.6M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202543$413.9M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202543$378.8M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202542$348.8M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202543$333.3M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202447$320.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.