HERITAGE OAK WEALTH ADVISORS LLC
All 13F Filings
- Location
- Santa Rosa Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 270,520
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 227.9 K | 84.2% | 6.27 K | 0 | 6.27 K |
| ETFs | 35.81 K | 13.2% | 0 | 4.617 K | -4.617 K |
| Debt | 0 | 0.0% | 0 | 524 | -524 |
| Other | 6.816 K | 2.5% | 0 | 542 | -542 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
270,520
Holdings
79
QoQ value change ($000)
-4,657
(-1.7%)
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.