HEIRLOOM WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 158K | $29.51M |
 | NVO | 139K | $7.70M |
 | GOOG | 128K | $31.18M |
 | RSG | 85K | $19.54M |
 | V | 69K | $23.66M |
 | XOM | 64K | $7.18M |
 | TSM | 55K | $15.37M |
 | MSFT | 54K | $28.03M |
 | AAPL | 46K | $11.76M |
 | BRK-B | 41K | $20.59M |
 | BBCP | 33K | $233.27K |
 | LIN | 30K | $14.12M |
 | META | 20K | $14.69M |
 | VRTX | 20K | $7.82M |
 | ASML | 18K | $17.42M |
 | EPD | 16K | $510.30K |
 | PH | 16K | $12.17M |
 | BX | 8K | $1.37M |
 | MELI | 6K | $14.47M |
 | GOOGL | 3K | $724.20K |
NVIDIA Corporation
NVDA
Shares Held
158K
Value
$29.51M
Novo Nordisk A/S
NVO
Shares Held
139K
Value
$7.70M
Alphabet Inc.
GOOG
Shares Held
128K
Value
$31.18M
Republic Services, Inc.
RSG
Shares Held
85K
Value
$19.54M
Visa Inc.
V
Shares Held
69K
Value
$23.66M
Exxon Mobil Corporation
XOM
Shares Held
64K
Value
$7.18M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
55K
Value
$15.37M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$28.03M
Apple Inc.
AAPL
Shares Held
46K
Value
$11.76M
Berkshire Hathaway Inc.
BRK-B
Shares Held
41K
Value
$20.59M
Concrete Pumping Holdings, Inc.
BBCP
Shares Held
33K
Value
$233.27K
Linde plc
LIN
Shares Held
30K
Value
$14.12M
Meta Platforms, Inc.
META
Shares Held
20K
Value
$14.69M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
20K
Value
$7.82M
ASML Holding N.V.
ASML
Shares Held
18K
Value
$17.42M
Enterprise Products Partners L.P.
EPD
Shares Held
16K
Value
$510.30K
Parker-Hannifin Corporation
PH
Shares Held
16K
Value
$12.17M
Blackstone Inc.
BX
Shares Held
8K
Value
$1.37M
MercadoLibre, Inc.
MELI
Shares Held
6K
Value
$14.47M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$724.20K