Heritage Oak Wealth Advisors LLC Portfolio Holdings

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

Heritage Oak Wealth Advisors LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $94.5B, Jp Morgan ETF Tr Ultra Short I with a value of $22.1B, Invesco Qqq Trust, Series 1 with a value of $15.8B, Core Scientific Inc New with a value of $12.9B, and Managed Portfolio Series with a value of $12B.

Examining the 13F form we can see an increase of $31.3B in the current position value, from $228B to 259B.

Heritage Oak Wealth Advisors LLC is based out at Santa Rosa Beach, FL

Below you can find more details about Heritage Oak Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $116 Billion
Consumer Defensive: $95.8 Billion
Technology: $4.82 Billion
Consumer Cyclical: $4.24 Billion
Healthcare: $1.78 Billion
Communication Services: $1.14 Billion
Financial Services: $722 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $259 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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