Filer Snapshot

Heirloom Wealth Management

CIK 0001882903. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

19

Latest Filing

15 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

BOND

$94.09M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 Apr 2026 for CIK 0001882903.

View Source Filing
Identity
Business address
6400 S Fiddlers Green Circle, Ste 1970, Greenwood Village, CO, 80111
SEC ownership signals
Top Form 13F securities
BOND NVDA GOOG V RSG META MSFT BRKB TSM LIN VTI XOM +8 more
SEC record
State of incorporation
CO
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Heirloom Wealth Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $555.1M across 87 reported holdings for Q1 2026.
  • Largest parsed 13F holding: BOND at $94.09M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 87 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 Apr 2026

Top 5 concentration

37%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$206.23M

Compared with $555.1M total 13F value.

Top 5 net change

+$60.97M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: BOND ยท Largest trim: DFIP

BOND NVDA GOOG V RSG Other holdings

BOND

17%

Pimco Etf Tr

$94.09M

NVDA

5.3%

Nvidia Corporation

$29.36M

GOOG

5.2%

Alphabet Inc

$28.65M

V

5%

Visa Inc

$28M

RSG

4.7%

Republic Svcs Inc

$26.13M

Latest update

What changed recently for Heirloom Wealth Management

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Heirloom Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001882903 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
19
First seen
25 Jan 2022
Latest filing
15 Apr 2026
Entity
Company

Observed form types

13F-HR N-PX

Primary evidence

Open SEC filing index Heirloom Wealth Management SEC filings Heirloom Wealth Management 13F portfolio

Latest Filings

Recent SEC filings for Heirloom Wealth Management with direct links to document and filing folders.

13F-HR File 028-21486

13F-HR filing

Filing date
15 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
10 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-21486

N-PX filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
31 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
24 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
22 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
16 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
31 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-21486

N-PX filing

Filing date
09 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
31 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
23 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
27 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
01 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
17 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21486

13F-HR filing

Filing date
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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