Fund HoldingsHERITAGE OAK WEALTH ADVISORS LLC

Total Portfolio Value
$337.79M
Total Bought
$159.70M
Total Sold
$138.54M
Net Transaction
+$21.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0507,570+507,570046,51413.77%+46,514
ISHARES TR0232,776+232,776022,0146.52%+22,014
MANAGED PORTFOLIO SER
KENS HE PREM ETF
0715,635+715,635018,6165.51%+18,616
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
210,568369,961+159,39310,65718,7095.54%+8,052
MANAGED PORTFOLIO SER
KENS CR OPPO ETF
0274,361+274,36106,7602.00%+6,760
ISHARES TR063,706+63,70606,4131.90%+6,413
SPDR SERIES TRUST
ST STR RATE ETF
0182,826+182,82605,6401.67%+5,640
MICRON TECHNOLOGY INC(MU)03,651+3,65104,2141.25%+4,214
ADVANCED MICRO DEVICES INC(AMD)4,9128,406+3,4949994,8831.45%+3,884
VANECK ETF TRUST
CLO ETF
066,355+66,35503,5131.04%+3,513
SPDR SERIES TRUST
ST STR SP METAL
023,544+23,54402,5180.75%+2,518
GE VERNOVA INC(GEV)02,072+2,07202,4350.72%+2,435
SELECT SECTOR SPDR TR
ST STR TECHN ETF
012,493+12,49302,3800.70%+2,380
ABCELLERA BIOLOGICS INC(ABCL)(Call)0239,900+239,90001,883+1,883
SPDR SERIES TRUST
SP O&G EXPL PRO
011,848+11,84801,8280.54%+1,828
VANECK ETF TRUST
SEMICONDUCTR ETF
6,6436,450-1932,5474,2301.25%+1,684
NEBIUS GROUP N.V.(NBIS)05,565+5,56501,5370.45%+1,537
DBX ETF TR040,979+40,97901,4970.44%+1,497
ISHARES TR
BROAD USD HIGH
038,618+38,61801,4300.42%+1,430
ISHARES INC048,621+48,62101,3590.40%+1,359
ETF OPPORTUNITIES TRUST020,000+20,00001,3580.40%+1,358
SPDR SERIES TRUST
ST PORT HIGH ETF
048,856+48,85601,1450.34%+1,145
APPLE INC(AAPL)17,47818,518+1,0404,4365,3581.59%+923
FIRST TR EXCHANGE-TRADED FD039,852+39,85208290.25%+829
SPDR SERIES TRUST
ST TERM HIGH ETF
031,884+31,88407980.24%+798
ISHARES TR
0-5YR HI YL CP
018,808+18,80807980.24%+798
HUMANA INC(HUM)3,3503,362+125841,3380.40%+755
ARM HOLDINGS PLC02,019+2,01907160.21%+716
ISHARES TR
CORE HIGH DV ETF
019,196+19,19605260.16%+526
REX ETF TR020,591+20,59105110.15%+511
ABCELLERA BIOLOGICS INC(ABCL)064,000+64,00005020.15%+502
GE AEROSPACE(GE)01,297+1,29704850.14%+485
GRANITESHARES ETF TR
GRANITE 2X LONG
05,500+5,50004550.13%+455
MODERNA INC(MRNA)06,113+6,11304280.13%+428
TESLA INC(TSLA)1,4242,151+7275299050.27%+375
MARVELL TECHNOLOGY INC(MRVL)01,192+1,19203550.11%+355
ISHARES TR
MSCI USA MMENTM
0973+97303340.10%+334
NVIDIA CORPORATION(NVDA)6,0006,860+8601,0461,3730.41%+326
ISHARES TR01,180+1,18002980.09%+298
ISHARES TR01,930+1,93002790.08%+279
VANGUARD INDEX FDS0379+37902600.08%+260
ARK ETF TR
GENOMIC REV ETF
06,000+6,00002520.07%+252
GLOBAL X FDS
GBL X BLOCKCHAIN
03,355+3,35502510.07%+251
ASTERA LABS INC(ALAB)0518+51802500.07%+250
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
07,185+7,18502460.07%+246
VERTIV HOLDINGS CO(VRT)0719+71902410.07%+241
INTEL CORP(INTC)01,697+1,69702370.07%+237
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0236+23602280.07%+228
ADVISORSHARES TR
PURE US CANN ETF
044,295+44,29502250.07%+225
VISA INC(V)0626+62602150.06%+215
ROCKET LAB CORP(RKLB)02,036+2,03602070.06%+207
PHILIP MORRIS INTL INC(PM)01,123+1,12302050.06%+205
J P MORGAN EXCHANGE TRADED F
INCOME ETF
04,440+4,44002040.06%+204
AMAZON COM INC(AMZN)6,0216,070+491,2541,4470.43%+193
ALPHABET INC(GOOG)2,0112,157+1465787710.23%+192
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
7,8377,614-2231,2821,4600.43%+178
ALPHABET INC(GOOG)1,5111,626+1154335740.17%+141
ADVISORSHARES TR
PURE CANNABIS
626,886611,619-15,2671,6491,7680.52%+119
ABSCI CORPORATION010,000+10,00001160.03%+116
BROADCOM INC(AVGO)1,5031,525+224655760.17%+111
STRATEGY SHS
DAY HAGAN SMART
5,4156,568+1,1532533630.11%+110
ELI LILLY & CO(LLY)238271+332193250.10%+106
ISHARES TR16,03115,573-4582,6322,7300.81%+98
CISCO SYS INC(CSCO)2,7252,620-1052113080.09%+96
ETF SER SOLUTIONS
DISTILLATE US
18,47719,133+6561,0691,1460.34%+77
JPMORGAN CHASE & CO(JPM)9761,086+1102873550.11%+68
SCHWAB STRATEGIC TR16,39217,945+1,5535035690.17%+66
ETF SER SOLUTIONS
MCELHENNY SHEFLD
60,19260,769+5772,0762,1370.63%+61
ABBVIE INC(ABBV)1,3051,365+602843440.10%+60
JOHNSON & JOHNSON(JNJ)1,5931,748+1553894440.13%+54
MICROSOFT CORP(MSFT)2,0332,154+1217538030.24%+51
WISDOMTREE TR(WT)6,0756,131+565435910.17%+48
SCHWAB STRATEGIC TR19,43118,391-1,0404885330.16%+45
BERKSHIRE HATHAWAY INC DEL1,0301,070+404945350.16%+42
VANGUARD INDEX FDS1,3621,373+112672990.09%+32
BERKSHIRE HATHAWAY INC DEL1107187490.22%+31
MERCK & CO INC(MRK)2,0622,138+762502770.08%+27
NEOS ETF TRUST
NEOS S&P 500 HI
6,0246,061+372973220.10%+24
SCHWAB STRATEGIC TR8,1048,10402012240.07%+24
ISHARES TR2,0712,302+2312062280.07%+22
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,6665,66602492690.08%+20
MASTERCARD INCORPORATED(MA)941953+124704890.14%+19
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
5,7285,72802542710.08%+18
ANNALY CAPITAL MANAGEMENT IN10,46910,477+82292420.07%+13
META PLATFORMS INC(META)693724+313974080.12%+11
ISHARES TR4,2374,343+1064024110.12%+8
ISHARES TR2,9722,97203153200.09%+4
PROCTER & GAMBLE CO(PG)1,5991,585-142312320.07%+1
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
112,331112,282-495,6305,6311.67%+1
SCHWAB STRATEGIC TR17,26617,26604013990.12%-2
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
12,49312,49307087060.21%-2
ISHARES TR3,5053,470-353873830.11%-4
EXXON MOBIL CORP1,4901,654+1642532260.07%-27
TORTOISE CAPITAL SERIES TRUS32,89932,231-6681,3941,3510.40%-42
NETFLIX INC.(NFLX)3,4923,585+933362560.08%-80
ISHARES BITCOIN TRUST ETF(IBIT)18,58018,365-2157146110.18%-102
GLOBAL X FDS
GLOBAL X URANIUM
25,28524,778-5071,2251,0830.32%-142
ADVISORSHARES TR
PURE US CANN ETF
44,7060-44,7061590-159
TYSON FOODS INC(TSN)3,2440-3,2442080-208
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
3,9290-3,9292150-215
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