Heirloom Wealth Management
RIA/Wealth
Heirloom Wealth Management is a RIA/Wealth based in Greenwood Village, CO led by Michael Gregory Euston, reporting $614.1M in AUM as of Q3 2025 with 32% ETF concentration and 67% concentrated in top 10 holdings.
Managing PartnerMichael Gregory Euston
- Portfolio Value
- $413.9M
- Positions
- 43
- Top Holding
- BOND at 10.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Heirloom Wealth Management's portfolio (66.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.0M | 10.88% | +$3.8M Bought | — 482.5K shares | |
ETF ETF | $45.0M | 10.87% | +$3.5M Bought | — 1.1M shares | |
Internet Content & Information Communication Services | $31.2M | 7.53% | +$365.8K Bought | 0.00% 128.0K shares | |
Semiconductors Technology | $29.5M | 7.13% | -$6.5M Sold | 0.00% 158.1K shares | |
Software - Infrastructure Technology | $28.0M | 6.77% | +$311.3K Bought | 0.00% 54.1K shares | |
Financial - Credit Services Financial Services | $23.7M | 5.72% | +$160.8K Bought | 0.00% 69.3K shares | |
Insurance - Diversified Financial Services | $20.6M | 4.98% | +$1.3M Bought | 0.00% 41.0K shares | |
Waste Management Industrials | $19.5M | 4.72% | +$184.0K Bought | 0.03% 85.2K shares | |
Unknown Unknown | $17.4M | 4.21% | -$5.0M Sold | — 18.0K shares | |
Semiconductors Technology | $15.4M | 3.71% | +$5.4M Bought | — 55.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Heirloom Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+66.93% | |
+54.9% | |
+16.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-95.54% | |
-36.39% |
Analytics
Portfolio insights and performance metrics for Heirloom Wealth Management
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