Stock Taper 
HEIRLOOM WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 74.89K | $27.93M |
 Crescent Energy Company | CRGY | 78.98K | $775.55K |
 Exxon Mobil Corporation | XOM | 96K | $13.12M |
 Visa Inc. | V | 106.55K | $36.56M |
 Alphabet Inc. | GOOG | 115.1K | $40.67M |
 Republic Services, Inc. | RSG | 137.43K | $29.28M |
 NVIDIA Corporation | NVDA | 157.31K | $31.48M |