Heirloom Wealth Management
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 769,392
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 64 | 769,392 | 13F-HR | Heirloom Wealth Management |
| Q2 2026 | 8/3/2026 | 61 | 690,023 | 13F-HR | Heirloom Wealth Management |
| Q1 2026 | 4/14/2026 | 87 | 555,104 | 13F-HR | Heirloom Wealth Management |
| Q4 2025 | 1/15/2026 | 43 | 432,633 | 13F-HR | Heirloom Wealth Management |
| Q3 2025 | 11/10/2025 | 43 | 413,916 | 13F-HR | Heirloom Wealth Management |
| Q2 2025 | 7/31/2025 | 43 | 378,779 | 13F-HR | Heirloom Wealth Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
354
(0.0% of total reported value)
· QoQ Δ:
+354
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 468.5 K | 60.9% | 1.295 K | 0 | 1.295 K |
| ETFs | 300.6 K | 39.1% | 77.72 K | 0 | 77.72 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
769,392
Holdings
64
QoQ value change ($000)
79,369
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.