13F Filings History of Heirloom Wealth Management

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$432,632,918
Signature - Title
Angelia Archuleta - Trading and Compliance Manager
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Heirloom Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heirloom Wealth Management reported 43 stock holdings with total value $432,632,918 as of Q4 2025. Top holdings included BOND, DFIP, GOOG, V, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $432,632,918 +$39,049,491 -$26,451,062 +$12,598,429 BOND, DFIP, GOOG, V, NVDA 13F-HR 15 Jan 2026, 14:49
Q3 2025 43 $413,916,332 +$41,855,793 -$28,133,183 +$13,722,610 BOND, DFIP, GOOG, NVDA, MSFT 13F-HR 10 Nov 2025, 15:31
Q2 2025 43 $378,779,081 +$51,617,117 -$51,075,355 +$541,762 DFIP, BOND, NVDA, MSFT, V 13F-HR 31 Jul 2025, 13:39
Q1 2025 42 $348,801,889 +$31,274,001 -$16,848,103 +$14,425,898 DFIP, GOVT, V, NVDA, RSG 13F-HR 24 Apr 2025, 15:14
Q4 2024 43 $333,345,350 +$27,241,435 -$6,771,298 +$20,470,137 DFIP, GOVT, V, GOOG, NVDA 13F-HR 22 Jan 2025, 12:19
Q3 2024 47 $320,706,818 +$7,589,358 -$1,659,160 +$5,930,198 DFIP, GOVT, MSFT, GOOG, NVDA 13F-HR 16 Oct 2024, 14:42
Q2 2024 47 $308,644,562 +$32,677,023 -$11,964,176 +$20,712,847 DFIP, GOVT, MSFT, GOOG, NVDA 13F-HR 31 Jul 2024, 14:12
Q1 2024 49 $293,662,983 +$25,746,017 -$16,718,615 +$9,027,402 DFIP, GOVT, MSFT, GOOG, V 13F-HR 24 Apr 2024, 12:31
Q4 2023 52 $260,567,418 +$46,820,080 -$35,020,058 +$11,800,022 GOVT, DFIP, MSFT, GOOG, V 13F-HR 31 Jan 2024, 16:39
Q3 2023 52 $225,011,294 +$59,988,273 -$52,409,433 +$7,578,840 GOVT, GOOG, MSFT, V, ASML 13F-HR 23 Oct 2023, 14:35
Q2 2023 49 $230,177,496 +$19,963,252 -$10,654,211 +$9,309,041 MSFT, ASML, V, IEI, IEF 13F-HR 08 Aug 2023, 13:37
Q1 2023 46 $209,500,203 +$70,397,515 -$32,765,202 +$37,632,313 IEI, ASML, IEF, V, MSFT 13F-HR 27 Apr 2023, 13:27
Q4 2022 49 $160,556,691 +$58,116,358 -$16,523,418 +$41,592,940 V, IEI, IEF, ASML, MSFT 13F-HR 01 Feb 2023, 11:44
Q2 2022 31 $104,027,000 +$12,005,315 -$38,013,426 -$26,008,111 V, ASML, MSFT, BRKB, RSG 13F-HR 10 Aug 2022, 13:51
Q1 2022 29 $133,875,000 +$55,909,794 -$19,538,834 +$36,370,960 USFR, V, GOOG, ASML, BRKB 13F-HR 16 May 2022, 17:32
Q4 2021 33 $108,366,000 $0 $0 $0 GOOG, V, META, ASML, MSFT 13F-HR 25 Jan 2022, 15:31