Heirloom Wealth Management Portfolio Analysis: Q2 2026 Investment Activity
A detailed look at Heirloom Wealth Management's portfolio holdings and significant transactions during the second quarter of 2026.
As of June 30, 2026, Heirloom Wealth Management's portfolio shows notable shifts in holdings compared to the previous quarter. The total portfolio value stands at $677 million.
The investor demonstrated a clear preference for growth during this period, significantly increasing positions in several key holdings while reducing exposure elsewhere. Among the most prominent additions were purchases of substantial quantities in GOLDMAN SACHS PHYSICAL GOLD (AAAU) and PIMCO ETF TR (PYLD).
GOLDMAN SACHS PHYSICAL GOLD, symbol AAAU, experienced a remarkable 462% increase in its position during Q2. The holding grew by over 800,000 shares to reach $39.7 million in value, representing approximately 5.76% of the total portfolio.
PIMCO ETF TR, symbol PYLD, saw a doubling of its position with an increase of exactly 1.2 million shares (a 100% change). This brought its market value to $32.2 million and accounted for about 4.67% of the portfolio.
Additionally, Heirloom Wealth Management added significant positions in FIDELITY COVINGTON TRUST, symbol FHLC (FHLC) and increased its stake in the highly concentrated holding of BOND ETF, symbol BOND (BOND). The bond fund allocation grew by 13.4% quarter-over-quarter.
On the other side, there were notable reductions and exits from certain positions. NVIDIA CORPORATION, symbol NVDA (NVDA) saw its stake decrease by 6.57%, a reduction of over 10,000 shares.
The investor also sold or reduced exposure to SCHWAB STRATEGIC TRUST ETF, symbol SCHF (SCHF). This holding decreased by 12.85% in the quarter.
Furthermore, Heirloom Wealth Management exited a position entirely from EFAV ETF, symbol EFAV (EFAV). This is noted as one of the significant sell symbols in their portfolio changes.
From a sector perspective, while Technology and Communication Services remain strong sectors for Heirloom Wealth Management (full filing), the addition of physical gold suggests potential diversification into commodities or alternative investments.