13F Filings History of HERITAGE OAK WEALTH ADVISORS LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$270,519,849
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Santa Rosa Beach, FL
Summary
This page shows a list of all the recent 13F filings made by HERITAGE OAK WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HERITAGE OAK WEALTH ADVISORS LLC reported 79 stock holdings with total value $270,519,849 as of Q4 2025. Top holdings included WMT, BIL, QQQ, JPST, and KHPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $270,519,849 +$36,412,200 -$49,245,068 -$12,832,868 WMT, BIL, QQQ, JPST, KHPI 13F-HR 21 Jan 2026, 11:24
Q3 2025 85 $275,176,647 +$22,193,945 -$20,729,154 +$1,464,791 WMT, JPST, BIL, QQQ, CORZ 13F-HR 20 Oct 2025, 16:14
Q2 2025 73 $258,948,620 +$47,147,592 -$40,521,318 +$6,626,274 WMT, JPST, QQQ, CORZ, KHPI 13F-HR 15 Jul 2025, 14:27
Q1 2025 69 $227,648,038 +$66,721,274 -$41,754,907 +$24,966,367 WMT, JPST, IEF, KHPI, GLD 13F-HR 28 Apr 2025, 15:22
Q4 2024 76 $212,911,443 +$166,963,583 -$176,119,449 -$9,155,866 WMT, JPST, BIL, SGOV, CORZ 13F-HR 05 Feb 2025, 09:13
Q3 2024 149 $217,065,284 +$173,906,965 -$166,515,426 +$7,391,539 WMT, SPY, GAPR, QQQ, FYC 13F-HR 23 Oct 2024, 17:06
Q2 2024 88 $197,826,026 $0 $0 $0 WMT, JPST, MINT, BIL, PULS 13F-HR 28 Aug 2024, 13:26