# EDGAR Filing Document

**Accession Number:** 0001882903
**File Stem:** 0001882903-26-000003
**Filing Date:** 2026-4
**Character Count:** 12804
**Document Hash:** c035925bbdf4f4159b973672634f1343
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001882903-26-000003.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001882903-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260414

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Heirloom Wealth Management
- **CENTRAL INDEX KEY:** 0001882903

**ORGANIZATION NAME:**
- **EIN:** 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:** 26861908

**BUSINESS ADDRESS:**
- **STREET 1:** 6400 S FIDDLERS GREEN CIRCLE
- **STREET 2:** STE 1970
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 720-328-2877

**MAIL ADDRESS:**
- **STREET 1:** 6400 S FIDDLERS GREEN CIRCLE
- **STREET 2:** STE 1970
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Heirloom Wealth Management<br>**Address:** 6400 S FIDDLERS GREEN CIRCLE<br>STE 1970<br>GREENWOOD VILLAGE, CO 80111

**Form 13F File Number:** 028-21486

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Angelia Archuleta<br>**Title:** Trading and Compliance Manager<br>**Phone:** 720-328-2877

**Signature, Place, and Date of Signing:**

Angelia Archuleta  Greenwood Village, CO  04-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $555104106

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 384683 | 1940 | SH |  | SOLE | 0 | 0 | 0 | 1940 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 718325 | 2498 | SH |  | SOLE | 0 | 0 | 0 | 2498 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 28647432 | 99866 | SH |  | SOLE | 0 | 0 | 0 | 99866 |
| AMAZON COM INC | COM | 023135106 |  | 477563 | 2293 | SH |  | SOLE | 0 | 0 | 0 | 2293 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 11632907 | 104631 | SH |  | SOLE | 0 | 0 | 0 | 104631 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 3904082 | 46017 | SH |  | SOLE | 0 | 0 | 0 | 46017 |
| APPLE INC | COM | 037833100 |  | 13968278 | 55039 | SH |  | SOLE | 0 | 0 | 0 | 55039 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 14963390 | 11329 | SH |  | SOLE | 0 | 0 | 0 | 11329 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 23694284 | 49446 | SH |  | SOLE | 0 | 0 | 0 | 49446 |
| BLACKSTONE INC | COM | 09260D107 |  | 558088 | 4853 | SH |  | SOLE | 0 | 0 | 0 | 4853 |
| CHENIERE ENERGY PARTNERS L P | COM UNIT | 16411Q101 |  | 1260285 | 19500 | SH |  | SOLE | 0 | 0 | 0 | 19500 |
| CHEVRON CORPORATION | COM | 166764100 |  | 339109 | 1639 | SH |  | SOLE | 0 | 0 | 0 | 1639 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1429443 | 1435 | SH |  | SOLE | 0 | 0 | 0 | 1435 |
| CRESCENT ENERGY COMPANY | CL A COM | 44952J104 |  | 917109 | 67934 | SH |  | SOLE | 0 | 0 | 0 | 67934 |
| D R HORTON INC | COM | 23331A109 |  | 271421 | 1978 | SH |  | SOLE | 0 | 0 | 0 | 1978 |
| DBX ETF TR | XTRACKRS S 500 | 233051143 |  | 897835 | 15077 | SH |  | SOLE | 0 | 0 | 0 | 15077 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 8019157 | 192214 | SH |  | SOLE | 0 | 0 | 0 | 192214 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 874572 | 23112 | SH |  | SOLE | 0 | 0 | 0 | 23112 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 14990216 | 88354 | SH |  | SOLE | 0 | 0 | 0 | 88354 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 |  | 8256370 | 178748 | SH |  | SOLE | 0 | 0 | 0 | 178748 |
| HOME DEPOT INC | COM | 437076102 |  | 267040 | 812 | SH |  | SOLE | 0 | 0 | 0 | 812 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 9377459 | 20342 | SH |  | SOLE | 0 | 0 | 0 | 20342 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1188379 | 16248 | SH |  | SOLE | 0 | 0 | 0 | 16248 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | 46138E875 |  | 405915 | 8197 | SH |  | SOLE | 0 | 0 | 0 | 8197 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT EMRG | 46138E867 |  | 246270 | 9461 | SH |  | SOLE | 0 | 0 | 0 | 9461 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 206314 | 1075 | SH |  | SOLE | 0 | 0 | 0 | 1075 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 |  | 1796918 | 14882 | SH |  | SOLE | 0 | 0 | 0 | 14882 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 1375344 | 12807 | SH |  | SOLE | 0 | 0 | 0 | 12807 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1715379 | 2972 | SH |  | SOLE | 0 | 0 | 0 | 2972 |
| ISHARES GOLD TR | SHARES REPRESENT | 46436F103 |  | 2067829 | 44279 | SH |  | SOLE | 0 | 0 | 0 | 44279 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 371892 | 1043 | SH |  | SOLE | 0 | 0 | 0 | 1043 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 611602 | 6161 | SH |  | SOLE | 0 | 0 | 0 | 6161 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 391753 | 4924 | SH |  | SOLE | 0 | 0 | 0 | 4924 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 386572 | 9083 | SH |  | SOLE | 0 | 0 | 0 | 9083 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1615156 | 11340 | SH |  | SOLE | 0 | 0 | 0 | 11340 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 554209 | 5221 | SH |  | SOLE | 0 | 0 | 0 | 5221 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 478721 | 10106 | SH |  | SOLE | 0 | 0 | 0 | 10106 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 578693 | 8993 | SH |  | SOLE | 0 | 0 | 0 | 8993 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 499683 | 5388 | SH |  | SOLE | 0 | 0 | 0 | 5388 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 1109780 | 12146 | SH |  | SOLE | 0 | 0 | 0 | 12146 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 489255 | 5404 | SH |  | SOLE | 0 | 0 | 0 | 5404 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 755249 | 3147 | SH |  | SOLE | 0 | 0 | 0 | 3147 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 1100977 | 7743 | SH |  | SOLE | 0 | 0 | 0 | 7743 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 618587 | 3225 | SH |  | SOLE | 0 | 0 | 0 | 3225 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 385168 | 8021 | SH |  | SOLE | 0 | 0 | 0 | 8021 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 1405332 | 22918 | SH |  | SOLE | 0 | 0 | 0 | 22918 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 1167967 | 25352 | SH |  | SOLE | 0 | 0 | 0 | 25352 |
| LINDE PLC | SHS | G54950103 |  | 21757899 | 43888 | SH |  | SOLE | 0 | 0 | 0 | 43888 |
| MERCADOLIBRE  INC | COM | 58733R102 |  | 12922695 | 7474 | SH |  | SOLE | 0 | 0 | 0 | 7474 |
| META PLATFORMS INC | CL A | 30303M102 |  | 23753428 | 41518 | SH |  | SOLE | 0 | 0 | 0 | 41518 |
| MICROSOFT CORP | COM | 594918104 |  | 23738265 | 64128 | SH |  | SOLE | 0 | 0 | 0 | 64128 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 29363222 | 168367 | SH |  | SOLE | 0 | 0 | 0 | 168367 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 8592048 | 58737 | SH |  | SOLE | 0 | 0 | 0 | 58737 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 13786254 | 15400 | SH |  | SOLE | 0 | 0 | 0 | 15400 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 376642 | 22013 | SH |  | SOLE | 0 | 0 | 0 | 22013 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 94090392 | 1019618 | SH |  | SOLE | 0 | 0 | 0 | 1019618 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 7734982 | 76911 | SH |  | SOLE | 0 | 0 | 0 | 76911 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 26133189 | 119319 | SH |  | SOLE | 0 | 0 | 0 | 119319 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 6727598 | 271822 | SH |  | SOLE | 0 | 0 | 0 | 271822 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 230505 | 7927 | SH |  | SOLE | 0 | 0 | 0 | 7927 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 3812044 | 130863 | SH |  | SOLE | 0 | 0 | 0 | 130863 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 2083989 | 63247 | SH |  | SOLE | 0 | 0 | 0 | 63247 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 239891 | 7748 | SH |  | SOLE | 0 | 0 | 0 | 7748 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 3598334 | 154967 | SH |  | SOLE | 0 | 0 | 0 | 154967 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 343026 | 11181 | SH |  | SOLE | 0 | 0 | 0 | 11181 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 1313425 | 28331 | SH |  | SOLE | 0 | 0 | 0 | 28331 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 2085350 | 42619 | SH |  | SOLE | 0 | 0 | 0 | 42619 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 |  | 415371 | 15271 | SH |  | SOLE | 0 | 0 | 0 | 15271 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 9293755 | 63391 | SH |  | SOLE | 0 | 0 | 0 | 63391 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 301633 | 701 | SH |  | SOLE | 0 | 0 | 0 | 701 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 469315 | 4903 | SH |  | SOLE | 0 | 0 | 0 | 4903 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4977710 | 7654 | SH |  | SOLE | 0 | 0 | 0 | 7654 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 21852209 | 64661 | SH |  | SOLE | 0 | 0 | 0 | 64661 |
| TESLA INC | COM | 88160R101 |  | 473610 | 1274 | SH |  | SOLE | 0 | 0 | 0 | 1274 |
| TRX GOLD CORPORATION | COM | 87283P109 |  | 15000 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 2049748 | 41172 | SH |  | SOLE | 0 | 0 | 0 | 41172 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1307595 | 5081 | SH |  | SOLE | 0 | 0 | 0 | 5081 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2117378 | 7373 | SH |  | SOLE | 0 | 0 | 0 | 7373 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 212586 | 812 | SH |  | SOLE | 0 | 0 | 0 | 812 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 15681517 | 48881 | SH |  | SOLE | 0 | 0 | 0 | 48881 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2491291 | 4169 | SH |  | SOLE | 0 | 0 | 0 | 4169 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 631304 | 11680 | SH |  | SOLE | 0 | 0 | 0 | 11680 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 973897 | 12968 | SH |  | SOLE | 0 | 0 | 0 | 12968 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 1251535 | 15183 | SH |  | SOLE | 0 | 0 | 0 | 15183 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2060941 | 32162 | SH |  | SOLE | 0 | 0 | 0 | 32162 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 10474712 | 23458 | SH |  | SOLE | 0 | 0 | 0 | 23458 |
| VISA INC | COM CL A | 92826C839 |  | 27997829 | 92634 | SH |  | SOLE | 0 | 0 | 0 | 92634 |

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