Back to investors
HERITAGE OAK WEALTH ADVISORS LLC
HERITAGE OAK WEALTH ADVISORS LLC
Latest filing: 2026-06-30
HERITAGE OAK WEALTH ADVISORS LLC runs HERITAGE OAK WEALTH ADVISORS LLC and currently holds 101 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $339.67M. Their top holdings are WMT, BIL, IEF, JPST, KAMO. The top five represent 63.3% of reported portfolio weight. HERITAGE OAK WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HERITAGE OAK WEALTH ADVISORS LLC initiated 26 new positions. They added to 38 existing positions. They trimmed 20 positions. Their current best-performing preview position is AMD with returns of +185.57%.
Sign in to enable email alerts for this investor.
Showper page
101 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WMT WALMART INC | 35.63% | $90.38 | $103.70 | +14.74% | Trimmed -1.63% |
 BIL SPDR SERIES TRUST | 13.69% | $91.63 | $91.60 | -0.03% | Added +62.76% |
 IEF ISHARES TR | 6.48% | $94.57 | $92.82 | -1.85% | Added +100.00% |
 JPST J P MORGAN EXCHANGE TRADED F | 5.51% | $50.48 | $50.53 | +0.09% | Added +75.70% |
KA KAMO MANAGED PORTFOLIO SER | 1.99% | $25.02 | $24.63 | -1.56% | Trimmed -3.05% |
 SGOV ISHARES TR | 1.89% | $100.55 | $100.63 | +0.07% | Trimmed -11.49% |
 FLRN SPDR SERIES TRUST | 1.66% | $30.85 | $30.83 | -0.08% | New Buy |
 GSY INVESCO ACTIVELY MANAGED EXC | 1.66% | $50.12 | $50.29 | +0.33% | Trimmed -0.04% |
 AAPL APPLE INC | 1.58% | $226.13 | $309.35 | +36.80% | Added +5.95% |
 AMD ADVANCED MICRO DEVICES INC | 1.44% | $366.60 | $473.25 | +29.09% | Added +71.13% |
Showing 1-10 of 101