HERITAGE OAK WEALTH ADVISORS LLC

Q2 2026 13F Holdings

Location
Santa Rosa Beach, FL
Holdings as of
6/30/2026
Value ($000)
$339,675
Num holdings
101
Date filed
7/23/2026
Form type
13F-HR
Prev filing
4/24/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type