Stock Taper 
HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arm Holdings plc American Depositary Shares | ARM | 2.02K | $715.81K |
 Rocket Lab USA, Inc. | RKLB | 2.04K | $206.96K |
 GE Vernova Inc. | GEV | 2.07K | $2.43M |
 Merck & Co., Inc. | MRK | 2.14K | $276.56K |
 Tesla, Inc. | TSLA | 2.15K | $904.66K |
 Microsoft Corporation | MSFT | 2.15K | $803.3K |
 Alphabet Inc. | GOOGL | 2.16K | $770.84K |
 Cisco Systems, Inc. | CSCO | 2.62K | $307.73K |
 Humana Inc. | HUM | 3.36K | $1.34M |
 Netflix, Inc. | NFLX | 3.58K | $256K |
 Micron Technology, Inc. | MU | 3.65K | $4.21M |
 Nebius Group N.V. | NBIS | 5.57K | $1.54M |
 Amazon.com, Inc. | AMZN | 6.07K | $1.45M |
 Moderna, Inc. | MRNA | 6.11K | $428.07K |
 NVIDIA Corporation | NVDA | 6.86K | $1.37M |
 Advanced Micro Devices, Inc. | AMD | 8.41K | $4.88M |
 Absci Corporation | ABSI | 10K | $115.9K |
 Annaly Capital Management, Inc. | NLY | 10.48K | $242.12K |
 PepsiCo, Inc. | PEP | 12.34K | $1.67M |
 Apple Inc. | AAPL | 18.52K | $5.36M |