HERITAGE OAK WEALTH ADVISORS LLC
HERITAGE OAK WEALTH ADVISORS LLC reported 101 positions worth $339.7M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: WMT (35.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMT | SH | $121.0M | 35.63% | 1,068,525 | — | — | |
| ▸ 2 | BIL | SH | $46.5M | 13.69% | 507,570 | — | — | |
| ▸ 3 | IEF | SH | $22.0M | 6.48% | 232,776 | — | — | |
| ▸ 4 | JPST | SH | $18.7M | 5.51% | 369,961 | — | — | |
| ▸ 5 | KHPI | SH | $18.6M | 5.48% | 715,635 | — | — | |
| ▸ 6 | KAMO | SH | $6.8M | 1.99% | 274,361 | — | — | |
| ▸ 7 | SGOV | SH | $6.4M | 1.89% | 63,706 | — | — | |
| ▸ 8 | FLRN | SH | $5.6M | 1.66% | 182,826 | — | — | |
| ▸ 9 | GSY | SH | $5.6M | 1.66% | 112,282 | — | — | |
| ▸ 10 | AAPL | SH | $5.4M | 1.58% | 18,518 | — | — |
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Frequently Asked Questions
What stocks does HERITAGE OAK WEALTH ADVISORS LLC hold as of Q2 2026?
HERITAGE OAK WEALTH ADVISORS LLC reported 101 positions worth $339.7M in its Q2 2026 13F filing. Largest positions: WMT (35.6%), BIL (13.7%), IEF (6.5%), JPST (5.5%) and KHPI (5.5%).
What did HERITAGE OAK WEALTH ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HERITAGE OAK WEALTH ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.