0001882903-22-000002.txt : 20220125 0001882903-22-000002.hdr.sgml : 20220125 20220125153125 ACCESSION NUMBER: 0001882903-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220125 DATE AS OF CHANGE: 20220125 EFFECTIVENESS DATE: 20220125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heirloom Wealth Management CENTRAL INDEX KEY: 0001882903 IRS NUMBER: 465508028 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21486 FILM NUMBER: 22553742 BUSINESS ADDRESS: STREET 1: 8400 E PRENTICE AVE STREET 2: STE 1115 CITY: GREENWOOD VILLAGE STATE: CO ZIP: 80111 BUSINESS PHONE: 720-328-2877 MAIL ADDRESS: STREET 1: 8400 E PRENTICE AVE STREET 2: STE 1115 CITY: GREENWOOD VILLAGE STATE: CO ZIP: 80111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001882903 XXXXXXXX 12-31-2021 12-31-2021 Heirloom Wealth Management

8400 E PRENTICE AVE STE 1115 GREENWOOD VILLAGE CO 80111

13F HOLDINGS REPORT 028-21486 N Richard Hurley 720-708-6520 Richard Hurley Greenwood Village CO 01-25-2022 0 33 116608 false INFORMATION TABLE 2 HeirloomWealthManagement_13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1106 3264 SH SOLE 0 0 0 3264 ALPHABET INC CAP STK CL C 02079K107 11436 4386 SH SOLE 0 0 0 4386 AMAZON COM INC COM 023135106 3596 1244 SH SOLE 0 0 0 1244 AMERICAN TOWER CORP NEW COM 03027X100 441 1776 SH SOLE 0 0 0 1776 APPLE INC COM 037833100 266 1645 SH SOLE 0 0 0 1645 ASML HOLDING N V N Y REGISTRY SHS N07059210 9755 14191 SH SOLE 0 0 0 14191 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7181 23643 SH SOLE 0 0 0 23643 CLOUDFLARE INC CL A COM 18915M107 3087 33090 SH SOLE 0 0 0 33090 CONCRETE PUMPING HLDGS INC COM 206704108 1133 137957 SH SOLE 0 0 0 137957 DBX ETF TR XTRACKERS S&P 233051143 327 8265 SH SOLE 0 0 0 8265 DIGITAL RLTY TR INC COM 253868103 379 2461 SH SOLE 0 0 0 2461 DOLLAR GEN CORP NEW COM 256677105 4080 18837 SH SOLE 0 0 0 18837 DOMINOS PIZZA INC COM 25754A201 3276 7181 SH SOLE 0 0 0 7181 ENTERPRISE PRODS PARTNERS L COM 293792107 429 18132 SH SOLE 0 0 0 18132 EXXON MOBIL CORP COM 30231G102 4050 55637 SH SOLE 0 0 0 55637 JANUS DETROIT STR TR US SUSTAINABLE 47103U811 294 12868 SH SOLE 0 0 0 12868 JOHNSON & JOHNSON COM 478160104 6050 37122 SH SOLE 0 0 0 37122 LINDE PLC SHS G5494J103 2458 7773 SH SOLE 0 0 0 7773 META PLATFORMS INC CL A 30303M102 10354 33540 SH SOLE 0 0 0 33540 MICROSOFT CORP COM 594918104 7693 25959 SH SOLE 0 0 0 25959 NVIDIA CORPORATION COM 67066G104 5155 22058 SH SOLE 0 0 0 22058 PAYPAL HLDGS INC COM 70450Y103 5854 36100 SH SOLE 0 0 0 36100 PIMCO DYNAMIC INCOME FD SHS 72201Y101 624 25031 SH SOLE 0 0 0 25031 REALTY INCOME CORP COM 756109104 376 5501 SH SOLE 0 0 0 5501 REPUBLIC SVCS INC COM 760759100 5321 41699 SH SOLE 0 0 0 41699 RUMBLEON INC COM CL B 781386305 734 21661 SH SOLE 0 0 0 21661 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6533 50627 SH SOLE 0 0 0 50627 SPDR SER TR PORTFLI INTRMDIT 78464A672 594 18791 SH SOLE 0 0 0 18791 STORE CAP CORP COM 862121100 286 9246 SH SOLE 0 0 0 9246 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 209 2602 SH SOLE 0 0 0 2602 VENTAS INC COM 92276F100 209 4050 SH SOLE 0 0 0 4050 VERTEX PHARMACEUTICALS INC COM 92532F100 2572 11200 SH SOLE 0 0 0 11200 VISA INC COM CL A 92826C839 10750 53258 SH SOLE 0 0 0 53258