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INSTITUTIONS
CIK 0002035533
HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
Planet Fitness, Inc.
PLNT
27.35K
$1.43M
Walmart Inc.
WMT
1.07M
$121.02M