HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 1.09M | $135.27M |
 | PLNT | 27K | $2.03M |
 | AAPL | 17K | $4.44M |
 | PEP | 12K | $1.90M |
 | NLY | 10K | $228.75K |
 | AMZN | 6K | $1.25M |
 | NVDA | 6K | $1.05M |
 | AMD | 5K | $999.20K |
 | NFLX | 3K | $335.74K |
 | HUM | 3K | $583.76K |
 | TSN | 3K | $207.84K |
 | CSCO | 3K | $211.42K |
 | PWR | 3K | $1.43M |
 | MRK | 2K | $249.65K |
 | MSFT | 2K | $752.69K |
 | GOOGL | 2K | $578.34K |
 | PG | 2K | $231.02K |
 | JNJ | 2K | $389.37K |
 | GOOG | 2K | $433.47K |
 | AVGO | 2K | $465.14K |
Walmart Inc.
WMT
Shares Held
1.09M
Value
$135.27M
Planet Fitness, Inc.
PLNT
Shares Held
27K
Value
$2.03M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.44M
PepsiCo, Inc.
PEP
Shares Held
12K
Value
$1.90M
Annaly Capital Management, Inc.
NLY
Shares Held
10K
Value
$228.75K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.25M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.05M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$999.20K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$335.74K
Humana Inc.
HUM
Shares Held
3K
Value
$583.76K
Tyson Foods, Inc.
TSN
Shares Held
3K
Value
$207.84K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$211.42K
Quanta Services, Inc.
PWR
Shares Held
3K
Value
$1.43M
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$249.65K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$752.69K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$578.34K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$231.02K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$389.37K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$433.47K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$465.14K