HEIRLOOM WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 168K | $29.36M |
 | RSG | 119K | $26.13M |
 | GOOG | 100K | $28.65M |
 | V | 93K | $28.00M |
 | XOM | 88K | $14.99M |
 | CRGY | 68K | $917.11K |
 | TSM | 65K | $21.85M |
 | MSFT | 64K | $23.74M |
 | PLTR | 59K | $8.59M |
 | AAPL | 55K | $13.97M |
 | BRK-B | 49K | $23.69M |
 | LIN | 44K | $21.76M |
 | META | 42K | $23.75M |
 | VRTX | 23K | $10.47M |
 | EPD | 23K | $874.57K |
 | ISRG | 20K | $9.38M |
 | CQP | 20K | $1.26M |
 | PH | 15K | $13.79M |
 | ASML | 11K | $14.96M |
 | MELI | 7K | $12.92M |
NVIDIA Corporation
NVDA
Shares Held
168K
Value
$29.36M
Republic Services, Inc.
RSG
Shares Held
119K
Value
$26.13M
Alphabet Inc.
GOOG
Shares Held
100K
Value
$28.65M
Visa Inc.
V
Shares Held
93K
Value
$28.00M
Exxon Mobil Corporation
XOM
Shares Held
88K
Value
$14.99M
Crescent Energy Company
CRGY
Shares Held
68K
Value
$917.11K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
65K
Value
$21.85M
Microsoft Corporation
MSFT
Shares Held
64K
Value
$23.74M
Palantir Technologies Inc.
PLTR
Shares Held
59K
Value
$8.59M
Apple Inc.
AAPL
Shares Held
55K
Value
$13.97M
Berkshire Hathaway Inc.
BRK-B
Shares Held
49K
Value
$23.69M
Linde plc
LIN
Shares Held
44K
Value
$21.76M
Meta Platforms, Inc.
META
Shares Held
42K
Value
$23.75M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
23K
Value
$10.47M
Enterprise Products Partners L.P.
EPD
Shares Held
23K
Value
$874.57K
Intuitive Surgical, Inc.
ISRG
Shares Held
20K
Value
$9.38M
Cheniere Energy Partners, L.P.
CQP
Shares Held
20K
Value
$1.26M
Parker-Hannifin Corporation
PH
Shares Held
15K
Value
$13.79M
ASML Holding N.V.
ASML
Shares Held
11K
Value
$14.96M
MercadoLibre, Inc.
MELI
Shares Held
7K
Value
$12.92M