account_balance
Investment manager · 13F filer · SEC CIK 2035533
Heritage Oak Wealth Advisors LLC
Reported value$326Mas of Sep 30, 2026
Positions84 14 new, 30 sold out
Top 10 weight76.4%WMT alone is 35%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
34.5%
BILSPDR Series Trust
9.2%Trimmed −35%
QQQInvesco QQQ Tr
6.5%New
QQQMInvesco Exch Traded Fd Tr II
6.4%New
KHPIManaged Portfolio Ser
5.7%
JPSTJ P Morgan Exchange Traded F
5.0%Trimmed −12%
PQUS2023 ETF Series Trust
3.0%New
SPYMSPDR Series Trust
2.2%
KAMOManaged Portfolio Ser
2.0%
AAPLApple Inc.
1.9%
MINTPimco ETF Tr
1.7%New
ITOT
WMTWalmart Inc.
34.5%
BILSPDR Series Trust
9.2%−35%
QQQInvesco QQQ Tr
6.5%New
QQQMInvesco Exch Traded Fd Tr II
6.4%New
KHPIManaged Portfolio Ser
5.7%
JPSTJ P Morgan Exchange Traded F
5.0%
PQUS3.0%
SPYM
KAMO
MINT
ITOT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMT Walmart Inc. 34.5% Held
BIL SPDR Series Trust 9.2% Trimmed −35%
QQQ Invesco QQQ Tr 6.5% New
QQQM Invesco Exch Traded Fd Tr II 6.4% New
KHPI Managed Portfolio Ser 5.7% Held
JPST J P Morgan Exchange Traded F 5.0% Trimmed −12%
PQUS 2023 ETF Series Trust 3.0% New
SPYM SPDR Series Trust 2.2% New
KAMO Managed Portfolio Ser 2.0% Held
AAPL Apple Inc. 1.9% HeldMINT Pimco ETF Tr 1.7% New
ITOT iShares Tr 1.5% New
What changed
Biggest moves since Jun 30, 2026
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