Heirloom Wealth Management

Q2 2026 13F Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2026
Value ($000)
$690,023
Num holdings
61
Date filed
8/3/2026
Form type
13F-HR
Prev filing
4/14/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type