Heirloom Wealth Management has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists a total of 64 positions held by the firm.
The largest position disclosed in the portfolio is Accenture PLC Ireland Shares Class A, for which the firm holds 355,738 shares. Other major holdings include Alphabet Inc. Class A shares (734,929 shares) and Amazon.com Inc. shares (70,650 shares). The portfolio also includes significant positions in Apple Inc. (39,345 shares), Microsoft Corporation (51,783 shares), and NVIDIA Corporation (160,180 shares).
The filing also details a variety of exchange-traded funds (ETFs) held by the firm. Notable ETF holdings include the PIMCO ETF Trust Active Bond ETF (1,180,767 shares), the PIMCO ETF Trust Multisector Bond ETF (2,167,042 shares), and the Vanguard Total Bond Market ETF (393,434 shares). Additionally, the firm holds shares in several gold-related ETFs, including the Goldman Sachs Physical Gold Unit (1,485,169 shares) and the SPDR Gold Trust Gold Shares (651 shares).
The filing identifies Angelia Archuleta as the Trading and Compliance Manager for Heirloom Wealth Management, which is based in Greenwood Village, Colorado. The report was signed on October 14, 2026.
