Heirloom Wealth Management

Q1 2026 13F Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2026
Value ($000)
$555,104
Num holdings
87
Date filed
4/14/2026
Form type
13F-HR
Prev filing
1/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type