Heritage Oak Wealth Advisors LLC - Q12026 Holdings

Heritage Oak Wealth Advisors LLC holds 73 stocks with a total portfolio value of $ 314.66M as of Q12026. In Q12026, Heritage Oak Wealth Advisors LLC added 19 new positions, increased stakes in 30 stocks, reduced 20 holdings, and fully exited 25 positions. The largest holding is Walmart Inc (WMT), representing 42.99% of the total portfolio.