Holdings
Heritage Oak Wealth Advisors LLC
As of Sep 30, 2026, Heritage Oak Wealth Advisors LLC reported 27 positions worth US$139M. Largest: Walmart Inc., Apple Inc and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Walmart Inc. | 1.08M | US$113M | +14,601 | Sep 30, 2026 |
| Apple Inc | 18,669 | US$6.22M | +151 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 4,032 | US$2.47M | −4,374 | Sep 30, 2026 |
| Nvidia Corporation | 8,915 | US$2.04M | +2,055 | Sep 30, 2026 |
| Pepsico, Inc. | 12,291 | US$1.56M | −50 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,150 | US$1.53M | +80 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 4,114 | US$1.41M | +349 | Sep 30, 2026 |
| Humana Inc. | 3,463 | US$1.32M | +101 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,086 | US$1.29M | −1,481 | Sep 30, 2026 |
| Microsoft Corp. | 2,504 | US$1.28M | +350 | Sep 30, 2026 |