Heirloom Wealth Management

Q4 2025 13F Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2025
Value ($000)
$432,633
Num holdings
43
Date filed
1/15/2026
Form type
13F-HR
Prev filing
11/10/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type