0001882903-22-000004.txt : 20220810 0001882903-22-000004.hdr.sgml : 20220810 20220810135123 ACCESSION NUMBER: 0001882903-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 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: 221151321 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 true 0001882903 XXXXXXXX 06-30-2022 06-30-2022 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 08-10-2022 0 31 122199 false INFORMATION TABLE 2 heirloomwealthmanagement13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1011 3264 SH SOLE 0 0 0 3264 ALPHABET INC CAP STK CL C 02079K107 10754 91525 SH SOLE 0 0 0 91525 AMAZON COM INC COM 023135106 4105 29785 SH SOLE 0 0 0 29785 APPLE INC COM 037833100 607 3678 SH SOLE 0 0 0 3678 ASML HOLDING N V N Y REGISTRY SHS N07059210 11193 20685 SH SOLE 0 0 0 20685 ASTRAZENECA PLC SPONSORED ADR 046353108 4298 65225 SH SOLE 0 0 0 65225 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9162 31293 SH SOLE 0 0 0 31293 CHEVRON CORP NEW COM 166764100 697 4486 SH SOLE 0 0 0 4486 CION INVT CORP COM 17259U204 152 16275 SH SOLE 0 0 0 16275 CLOUDFLARE INC CL A COM 18915M107 2706 37778 SH SOLE 0 0 0 37778 CONCRETE PUMPING HLDGS INC COM 206704108 450 62359 SH SOLE 0 0 0 62359 COSTCO WHSL CORP NEW COM 22160K105 293 546 SH SOLE 0 0 0 546 DBX ETF TR XTRACKERS S&P 233051143 673 18123 SH SOLE 0 0 0 18123 DOLLAR GEN CORP NEW COM 256677105 6615 26048 SH SOLE 0 0 0 26048 ENTERPRISE PRODS PARTNERS L COM 293792107 426 16319 SH SOLE 0 0 0 16319 EXXON MOBIL CORP COM 30231G102 6308 69627 SH SOLE 0 0 0 69627 INTUITIVE SURGICAL INC COM NEW 46120E602 210 900 SH SOLE 0 0 0 900 JOHNSON & JOHNSON COM 478160104 6283 36919 SH SOLE 0 0 0 36919 LINDE PLC SHS G5494J103 6075 20204 SH SOLE 0 0 0 20204 META PLATFORMS INC CL A 30303M102 6648 39445 SH SOLE 0 0 0 39445 METTLER TOLEDO INTERNATIONAL COM 592688105 263 200 SH SOLE 0 0 0 200 MICROSOFT CORP COM 594918104 10211 36169 SH SOLE 0 0 0 36169 NOVO-NORDISK A S ADR 670100205 3740 35759 SH SOLE 0 0 0 35759 NVIDIA CORPORATION COM 67066G104 4957 29010 SH SOLE 0 0 0 29010 PIMCO DYNAMIC INCOME FD SHS 72201Y101 604 27412 SH SOLE 0 0 0 27412 REPUBLIC SVCS INC COM 760759100 6821 47758 SH SOLE 0 0 0 47758 SPDR SER TR PORTFLI INTRMDIT 78464A672 446 15023 SH SOLE 0 0 0 15023 VANGUARD INDEX FDS MID CAP ETF 922908629 716 3300 SH SOLE 0 0 0 3300 VERTEX PHARMACEUTICALS INC COM 92532F100 3494 11692 SH SOLE 0 0 0 11692 VISA INC COM CL A 92826C839 11450 54457 SH SOLE 0 0 0 54457 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 831 16517 SH SOLE 0 0 0 16517