Heritage Oak Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| FIRST TR EXCHANGE TRADED FD | $1.34M | 0.5% |
| PEPSICO INC | $1.42M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $1.47M | 0.5% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $1.60M | 0.6% |
| SPDR SERIES TRUST | $1.73M | 0.6% |
| SELECT SECTOR SPDR TR | $1.87M | 0.7% |
| ISHARES TR | $1.89M | 0.7% |
| ETF SER SOLUTIONS | $1.93M | 0.7% |
| ISHARES TR | $1.96M | 0.7% |
| ADVISORSHARES TR | $1.97M | 0.7% |
| VANECK ETF TRUST | $2.06M | 0.8% |
| ISHARES TR | $2.37M | 0.9% |
| SPDR SERIES TRUST | $2.49M | 0.9% |
| ISHARES TR | $2.62M | 1.0% |
| INVESCO EXCH TRADED FD TR II | $2.66M | 1.0% |
| ISHARES TR | $2.88M | 1.1% |
| Planet Fitness, Inc. | $2.97M | 1.1% |
| ISHARES TR | $3.27M | 1.2% |
| SPDR SERIES TRUST | $3.35M | 1.2% |
| DBX ETF TR | $3.54M | 1.3% |
| SPDR GOLD TR | $4.39M | 1.6% |
| Apple Inc. | $4.47M | 1.7% |
| iShares MSCI UAE ETF | $5.14M | 1.9% |
| MANAGED PORTFOLIO SERIES | $11.68M | 4.3% |
| MANAGED PORTFOLIO SERIES | $15.00M | 5.5% |
| J P MORGAN EXCHANGE TRADED F | $18.09M | 6.7% |
| INVESCO QQQ TR | $20.56M | 7.6% |
| SPDR SERIES TRUST | $22.60M | 8.4% |
| Walmart Inc. | $98.07M | 36.3% |