Long-term investor
Heritage Oak Wealth Advisors LLC @heritageoakwealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035533).
Record
- Tracked since 2025-06-30 (446 days), 170 trades recorded
- Returns: week n/a · month n/a · 90 days -3.8% · 6 months n/a · 1 year +9.1% · all +9.1%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 35.6% · long · since 2025-06-30
- 78468R663 · 13.7% · long · since 2025-06-30
- 464287440 · 6.5% · long · since 2025-06-30
- 46641Q837 · 5.5% · long · since 2025-06-30
- 56167N183 · 5.5% · long · since 2025-06-30
- 56167R820 · 2.0% · long · since 2025-12-31
- 46436E718 · 1.9% · long · since 2025-06-30
- 78468R200 · 1.7% · long · since 2026-06-30
- 46090A887 · 1.7% · long · since 2026-03-31
- AAPL · 1.6% · long · since 2025-06-30
- AMD · 1.4% · long · since 2025-12-31
- 92189F676 · 1.2% · long · since 2025-06-30