0001882903-22-000003.txt : 20220517 0001882903-22-000003.hdr.sgml : 20220517 20220516173214 ACCESSION NUMBER: 0001882903-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220517 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220517 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: 22931243 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 03-31-2022 03-31-2022 Heirloom Wealth Management

8400 E PRENTICE AVE STE 1115 GREENWOOD VILLAGE CO 80111

13F HOLDINGS REPORT 028-21486 N Richard Hurley 720-328-2877 Richard Hurley Greenwood Village CO 05-16-2022 0 29 143833 false INFORMATION TABLE 2 heirloomWealthManagement13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 936 3264 SH SOLE 0 0 0 3264 ALPHABET INC CAP STK CL C 02079K107 10069 4321 SH SOLE 0 0 0 4321 AMAZON COM INC COM 023135106 2980 1318 SH SOLE 0 0 0 1318 AMERICAN TOWER CORP NEW COM 03027X100 224 961 SH SOLE 0 0 0 961 APPLE INC COM 037833100 278 1889 SH SOLE 0 0 0 1889 ASML HOLDING N V N Y REGISTRY SHS N07059210 9233 16839 SH SOLE 0 0 0 16839 ASTRAZENECA PLC SPONSORED ADR 046353108 3754 59460 SH SOLE 0 0 0 59460 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8833 28459 SH SOLE 0 0 0 28459 CHEVRON CORP NEW COM 166764100 874 5209 SH SOLE 0 0 0 5209 CION INVT CORP COM 17259U204 151 14549 SH SOLE 0 0 0 14549 CLOUDFLARE INC CL A COM 18915M107 2303 34700 SH SOLE 0 0 0 34700 CONCRETE PUMPING HLDGS INC COM 206704108 404 84983 SH SOLE 0 0 0 84983 DBX ETF TR XTRACKERS S&P 233051143 656 18123 SH SOLE 0 0 0 18123 DOLLAR GEN CORP NEW COM 256677105 5153 22182 SH SOLE 0 0 0 22182 ENTERPRISE PRODS PARTNERS L COM 293792107 441 16904 SH SOLE 0 0 0 16904 EXXON MOBIL CORP COM 30231G102 5479 61663 SH SOLE 0 0 0 61663 JOHNSON & JOHNSON COM 478160104 6189 34997 SH SOLE 0 0 0 34997 LINDE PLC SHS G5494J103 4127 13365 SH SOLE 0 0 0 13365 META PLATFORMS INC CL A 30303M102 7560 38064 SH SOLE 0 0 0 38064 MICROSOFT CORP COM 594918104 8477 32466 SH SOLE 0 0 0 32466 NOVO-NORDISK A S ADR 670100205 3407 32125 SH SOLE 0 0 0 32125 NVIDIA CORPORATION COM 67066G104 4120 23267 SH SOLE 0 0 0 23267 PIMCO DYNAMIC INCOME FD SHS 72201Y101 593 27611 SH SOLE 0 0 0 27611 REPUBLIC SVCS INC COM 760759100 5781 44168 SH SOLE 0 0 0 44168 SPDR SER TR PORTFLI INTRMDIT 78464A672 453 15301 SH SOLE 0 0 0 15301 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4420 29339 SH SOLE 0 0 0 29339 VERTEX PHARMACEUTICALS INC COM 92532F100 2701 10946 SH SOLE 0 0 0 10946 VISA INC COM CL A 92826C839 10137 50881 SH SOLE 0 0 0 50881 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 34100 676982 SH SOLE 0 0 0 676982