DOSSIER · 13F-HR · Q3 2026
HERITAGE OAK WEALTH ADVISORS LLC
$329M in tracked AUM across 88 positions as of Q3 2026.
HO
CIK 0002035533 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Heritage Oak Wealth Advisors LLC has reported a significant expansion in its portfolio management operations, with total assets under management (AUM) surging by 107.6% from approximately $130.32M in the previous quarter to $270.52M as of the report date. This doubling of portfolio size suggests substantial capital inflows or the consolidation of client accounts during the period. The portfolio currently consists of 79 holdings, displaying a structure that...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.