HEIRLOOM WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVO | 212K | $10.78M |
 | NVDA | 145K | $27.06M |
 | RSG | 103K | $21.77M |
 | GOOG | 98K | $30.77M |
 | V | 79K | $27.79M |
 | XOM | 64K | $7.72M |
 | TSM | 56K | $16.88M |
 | MSFT | 55K | $26.60M |
 | AAPL | 47K | $12.69M |
 | BRK-B | 42K | $21.15M |
 | LIN | 38K | $16.07M |
 | META | 28K | $18.47M |
 | VRTX | 20K | $9.16M |
 | ISRG | 17K | $9.68M |
 | EPD | 16K | $523.19K |
 | PH | 16K | $14.28M |
 | ASML | 15K | $16.06M |
 | BX | 6K | $994.09K |
 | MELI | 6K | $12.70M |
 | SCHW | 4K | $400.98K |
Novo Nordisk A/S
NVO
Shares Held
212K
Value
$10.78M
NVIDIA Corporation
NVDA
Shares Held
145K
Value
$27.06M
Republic Services, Inc.
RSG
Shares Held
103K
Value
$21.77M
Alphabet Inc.
GOOG
Shares Held
98K
Value
$30.77M
Visa Inc.
V
Shares Held
79K
Value
$27.79M
Exxon Mobil Corporation
XOM
Shares Held
64K
Value
$7.72M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
56K
Value
$16.88M
Microsoft Corporation
MSFT
Shares Held
55K
Value
$26.60M
Apple Inc.
AAPL
Shares Held
47K
Value
$12.69M
Berkshire Hathaway Inc.
BRK-B
Shares Held
42K
Value
$21.15M
Linde plc
LIN
Shares Held
38K
Value
$16.07M
Meta Platforms, Inc.
META
Shares Held
28K
Value
$18.47M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
20K
Value
$9.16M
Intuitive Surgical, Inc.
ISRG
Shares Held
17K
Value
$9.68M
Enterprise Products Partners L.P.
EPD
Shares Held
16K
Value
$523.19K
Parker-Hannifin Corporation
PH
Shares Held
16K
Value
$14.28M
ASML Holding N.V.
ASML
Shares Held
15K
Value
$16.06M
Blackstone Inc.
BX
Shares Held
6K
Value
$994.09K
MercadoLibre, Inc.
MELI
Shares Held
6K
Value
$12.70M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$400.98K