HWM
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Heirloom Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Heirloom Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
+212,893
New +$15.3M 2.38% 16

Other funds holding FHLC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Heirloom Wealth Management's FHLC Position: Q2 2026 in Review

Heirloom Wealth Management opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 212,893 shares worth $16.4M. The stake represents 2.38% of the portfolio and ranks #16 among its holdings.

179 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Heirloom Wealth Management held 212,893 shares of Fidelity MSCI Health Care Index ETF worth $16.4M as of Q2 2026.
  • Fidelity MSCI Health Care Index ETF was a new Heirloom Wealth Management position in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up 2.38% of Heirloom Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.