HERITAGE OAK WEALTH ADVISORS LLC - Portfolio overview

HERITAGE OAK WEALTH ADVISORS LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 34.63%
2. BIL - SPDR SERIES TRUST, 7.32%
3. SHY - ISHARES TR, 6.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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