Heritage Oak Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ADVISORSHARES TR | $190.4K | 0.1% |
| ISHARES TR | $201.1K | 0.1% |
| TYSON FOODS INC | $205.9K | 0.1% |
| SCHWAB STRATEGIC TR | $208.3K | 0.1% |
| SPDR SERIES TRUST | $211.5K | 0.1% |
| ISHARES TR | $211.6K | 0.1% |
| FRANKLIN TEMPLETON ETF TR | $216.0K | 0.1% |
| GLOBAL X FDS | $220.5K | 0.1% |
| THORNBURG ETF TR | $223.0K | 0.1% |
| VANGUARD INDEX FDS | $227.3K | 0.1% |
| JPMORGAN CHASE & CO | $243.9K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $254.4K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $258.3K | 0.1% |
| VANECK ETF TRUST | $265.4K | 0.1% |
| Broadcom Inc. | $273.4K | 0.1% |
| Netflix Inc | $279.8K | 0.1% |
| STRATEGY SHS | $298.3K | 0.1% |
| Alphabet Inc. | $306.0K | 0.1% |
| ISHARES TR | $318.3K | 0.1% |
| ISHARES TR | $329.7K | 0.1% |
| JOHNSON & JOHNSON | $331.2K | 0.1% |
| iShares MSCI UAE ETF | $337.3K | 0.1% |
| SCHWAB STRATEGIC TR | $401.2K | 0.1% |
| SPDR S&P 500 ETF TR | $411.7K | 0.2% |
| PIMCO ETF TR | $433.7K | 0.2% |
| BNY MELLON ETF TRUST | $446.1K | 0.2% |
| ISHARES TR | $447.3K | 0.2% |
| SCHWAB STRATEGIC TR | $461.4K | 0.2% |
| WisdomTree Trust | $472.1K | 0.2% |
| ISHARES TR | $475.8K | 0.2% |
| SELECT SECTOR SPDR TR | $476.6K | 0.2% |
| Warren E. Buffett | $478.5K | 0.2% |
| Mastercard Inc | $515.5K | 0.2% |
| SCHWAB STRATEGIC TR | $527.7K | 0.2% |
| Meta Platforms Inc | $546.6K | 0.2% |
| Alphabet Inc. | $648.5K | 0.2% |
| ISHARES TR | $655.6K | 0.2% |
| Tesla Inc | $658.4K | 0.2% |
| ISHARES TR | $719.1K | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.3% |
| MICROSOFT CORP | $766.0K | 0.3% |
| NVIDIA Corp | $806.1K | 0.3% |
| GLOBAL X FDS | $822.6K | 0.3% |
| HUMANA INC | $855.0K | 0.3% |
| SPDR SERIES TRUST | $1.02M | 0.4% |
| ETF SER SOLUTIONS | $1.07M | 0.4% |
| ADVANCED MICRO DEVICES INC | $1.11M | 0.4% |
| TORTOISE CAPITAL SERIES TRUS | $1.16M | 0.4% |
| ISHARES TR | $1.16M | 0.4% |
| Amazon.com Inc | $1.22M | 0.5% |