HERITAGE OAK WEALTH ADVISORS LLC

Q2 2025 13F Holdings

Location
Santa Rosa Beach, FL
Holdings as of
6/30/2025
Value ($000)
$258,949
Num holdings
73
Date filed
7/15/2025
Form type
13F-HR
Prev filing
4/28/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type