HERITAGE OAK WEALTH ADVISORS LLC
All 13F Filings
- Location
- Santa Rosa Beach, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 328,530
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 88 | 328,530 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
| Q2 2026 | 7/23/2026 | 101 | 339,675 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
| Q1 2026 | 4/24/2026 | 73 | 314,660 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
| Q4 2025 | 1/21/2026 | 79 | 270,520 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
| Q3 2025 | 10/20/2025 | 85 | 275,177 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
| Q2 2025 | 7/15/2025 | 73 | 258,949 | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.637 K
(0.8% of total reported value)
· QoQ Δ:
+754
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 148 K | 45.4% | 0 | 18.86 K | -18.86 K |
| ETFs | 177.9 K | 54.6% | 6.951 K | 0 | 6.951 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
328,530
Holdings
88
QoQ value change ($000)
-11,145
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.