Heirloom Wealth Management

Q3 2025 13F Holdings

Location
Greenwood Village, CO
Holdings as of
9/30/2025
Value ($000)
$413,916
Num holdings
43
Date filed
11/10/2025
Form type
13F-HR
Prev filing
7/31/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type