Heritage Oak Wealth Advisors LLC - Q42025 Holdings

Heritage Oak Wealth Advisors LLC holds 79 stocks with a total portfolio value of $ 270.52M as of Q42025. In Q42025, Heritage Oak Wealth Advisors LLC added 13 new positions, increased stakes in 30 stocks, reduced 30 holdings, and fully exited 19 positions. The largest holding is Walmart Inc (WMT), representing 36.25% of the total portfolio.