Heirloom Wealth Management ETF holdings
Greenwood Village, CO
Reported $279.0M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$279.0M
ETFs held
32
Change from prior quarter
+26.4%
With price moves
ETFs as a share of its 13F
40.4%
of $690.0M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BOND | PIMCO Active Bond Exchange-Traded Fund | $106.6M | 1,156,313 | +136,695 shares |
| AAAU | Goldman Sachs Physical Gold ETF | $39.8M | 1,005,004 | +826,256 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $32.2M | 1,214,464 | New position |
| FHLC | Fidelity MSCI Health Care Index ETF | $16.4M | 212,893 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $16.1M | 43,579 | −5,302 shares |
| AVUS | Avantis US Equity ETF | $14.8M | 115,721 | +11,090 shares |
| DFIP | Dimensional Inflation-Protected Securities ETF | $7.8M | 188,774 | −3,440 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $7.8M | 77,209 | +298 shares |
| SCHF | Schwab International Equity ETF | $6.6M | 236,889 | −34,933 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.4M | 7,196 | −458 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001882903. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Heirloom Wealth Management own?
Heirloom Wealth Management reported 32 ETF positions worth $279.0M in its Form 13F for June 30, 2026. The largest was BOND, at $106.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.