Fund Holdings — HERITAGE OAK WEALTH ADVISORS LLC

Total Portfolio Value
$314.66M
Total Bought
$115.91M
Total Sold
$69.82M
Net Transaction
+$46.09M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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WALMART INC(WMT)878,4041,086,269+207,86598,073135,27342.99%+37,200
ISHARES TR0309,201+309,201025,5318.11%+25,531
AMERICAN CENTY ETF TR0154,877+154,87707,2482.30%+7,248
PIMCO ETF TR
ENHNCD LW DUR AC
075,552+75,55207,2392.30%+7,239
SPDR SERIES TRUST
ST STR BLO 1 ETF
247,357311,857+64,50022,60328,5799.08%+5,975
PIMCO ETF TR
ENHAN SHRT MA AC
4,30760,889+56,5824346,1241.95%+5,690
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
0112,331+112,33105,6301.79%+5,630
ISHARES TR23,57771,974+48,3972,3677,2452.30%+4,878
MANAGED PORTFOLIO SERIES
LEUTHOLD SELECT
099,553+99,55304,0271.28%+4,027
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
580,088708,031+127,94314,99817,2675.49%+2,269
QUANTA SVCS INC02,598+2,59801,4260.45%+1,426
ISHARES BITCOIN TRUST ETF(IBIT)018,580+18,58007140.23%+714
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
012,493+12,49307080.23%+708
SPDR SERIES TRUST
SP O&G EXPL PRO
12,68212,089-5931,6012,1980.70%+597
ISHARES TR06,117+6,11705300.17%+530
VANECK ETF TRUST
SEMICONDUCTR ETF
5,7136,643+9302,0572,5470.81%+490
PEPSICO INC(PEP)9,81312,261+2,4481,4221,9040.61%+482
GLOBAL X FDS
GLOBAL X URANIUM
19,25125,285+6,0348231,2250.39%+402
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,285+4,28503510.11%+351
NEOS ETF TRUST
NEOS S&P 500 HI
06,024+6,02402970.09%+297
ABBVIE INC(ABBV)01,305+1,30502840.09%+284
EXXON MOBIL CORP01,490+1,49002530.08%+253
MERCK & CO INC(MRK)02,062+2,06202500.08%+250
NVIDIA CORPORATION(NVDA)4,3226,000+1,6788061,0460.33%+240
TORTOISE CAPITAL SERIES TRUS32,48532,899+4141,1571,3940.44%+236
PROCTER & GAMBLE CO(PG)01,599+1,59902310.07%+231
ANNALY CAPITAL MANAGEMENT IN010,469+10,46902290.07%+229
ELI LILLY & CO(LLY)0238+23802190.07%+219
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
03,929+3,92902150.07%+215
CISCO SYS INC(CSCO)02,725+2,72502110.07%+211
BROADCOM INC(AVGO)7901,503+7132734650.15%+192
ETF SER SOLUTIONS
MCELHENNY SHEFLD
55,38260,192+4,8101,9292,0760.66%+147
ALPHABET INC(GOOG)9751,511+5363064330.14%+128
ISHARES TR3,4634,237+7743304020.13%+73
WISDOMTREE TR(WT)5,3606,075+7154725430.17%+71
JOHNSON & JOHNSON(JNJ)1,6001,593-73313890.12%+58
NETFLIX INC.(NFLX)2,9843,492+5082803360.11%+56
JPMORGAN CHASE & CO(JPM)757976+2192442870.09%+43
SCHWAB STRATEGIC TR16,81916,392-4274615030.16%+42
VANGUARD INDEX FDS1,1901,362+1722272670.08%+40
AMAZON COM INC(AMZN)5,2976,021+7241,2231,2540.40%+31
BERKSHIRE HATHAWAY INC DEL9521,030+784794940.16%+15
ISHARES TR14,61316,031+1,4182,6212,6320.84%+11
TYSON FOODS INC(TSN)3,5123,244-2682062080.07%+2
ETF SER SOLUTIONS
DISTILLATE US
18,14918,477+3281,0691,0690.34%0
SCHWAB STRATEGIC TR17,16917,266+974014010.13%-0
ISHARES TR2,9722,97203183150.10%-3
ISHARES TR4,2614,239-227197160.23%-3
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
5,7285,72802582540.08%-5
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,6665,66602542490.08%-5
ISHARES TR2,1192,071-482122060.07%-6
SCHWAB STRATEGIC TR8,6668,104-5622082010.06%-8
MICROSOFT CORP(MSFT)1,5842,033+4497667530.24%-13
ADVISORSHARES TR
PURE US CANN ETF
40,33244,706+4,3741901590.05%-32
BERKSHIRE HATHAWAY INC DEL1107557180.23%-37
APPLE INC(AAPL)16,45517,478+1,0234,4744,4361.41%-38
SCHWAB STRATEGIC TR20,12019,431-6895284880.15%-40
MASTERCARD INCORPORATED(MA)903941+385164700.15%-45
STRATEGY SHS
DAY HAGAN SMART
6,1185,415-7032982530.08%-45
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
8,7287,837-8911,3361,2820.41%-54
ISHARES TR4,0613,505-5564473870.12%-60
ALPHABET INC(GOOG)2,0722,011-616495780.18%-70
ADVANCED MICRO DEVICES INC(AMD)5,1854,912-2731,1109990.32%-111
TESLA INC(TSLA)1,4641,424-406585290.17%-129
META PLATFORMS INC(META)828693-1355473970.13%-150
ISHARES TR
A RATE CP BD ETF
4,1810-4,1812010—-201
SPDR SERIES TRUST
ST STR SP BIOT
1,7350-1,7352120—-212
FRANKLIN TEMPLETON ETF TR
HIGH YIELD CORP
8,8460-8,8462160—-216
GLOBAL X FDS
GBL X BLOCKCHAIN
3,4520-3,4522210—-221
THORNBURG ETF TR
MULTI SECTOR BD
8,7160-8,7162230—-223
SELECT SECTOR SPDR TR
ST STR TECHN ETF
12,99612,086-9101,8711,6060.51%-265
VANECK ETF TRUST
CLO ETF
5,0250-5,0252650—-265
HUMANA INC(HUM)3,3263,350+248555840.19%-271
ADVISORSHARES TR
PURE CANNABIS
595,668626,886+31,2181,9661,6490.52%-317
ISHARES TR5,1810-5,1813370—-337
SPDR S&P 500 ETF TR(SPY)6020-6024120—-412
BNY MELLON ETF TRUST
HIGH YIELD ETF
9,2050-9,2054460—-446
ISHARES TR1,9330-1,9334760—-476
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,9910-3,9914770—-477
ISHARES TR8,1310-8,1316560—-656
SPDR SERIES TRUST
ST STR SP METAL
32,31024,261-8,0493,3482,6200.83%-727
PLANET FITNESS MASTER ISSUER(PLNT)27,35027,351+12,9672,0340.65%-932
SPDR SERIES TRUST
ST STR P500GRW
9,5430-9,5431,0180—-1,018
ISHARES TR12,0440-12,0441,1580—-1,158
SPDR GOLD TR(GLD)11,0766,931-4,1454,3902,9820.95%-1,407
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
12,0650-12,0651,4690—-1,469
SPDR SERIES TRUST
ST TERM HIGH ETF
68,4220-68,4221,7320—-1,732
ISHARES TR
0-5YR HI YL CP
43,9910-43,9911,8860—-1,886
ISHARES TR9,1480-9,1481,9640—-1,964
SPDR SERIES TRUST
ST PORT HIGH ETF
105,0980-105,0982,4880—-2,488
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
10,5040-10,5042,6570—-2,657
ISHARES TR4,2080-4,2082,8820—-2,882
ISHARES TR
BROAD USD HIGH
87,4970-87,4973,2720—-3,272
DBX ETF TR96,2320-96,2323,5440—-3,544
MANAGED PORTFOLIO SERIES
KENS CR OPPO ETF
466,877283,004-183,87311,6846,9842.22%-4,699
ISHARES TR34,5600-34,5605,1390—-5,139
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
356,364210,568-145,79618,09210,6573.39%-7,436
INVESCO QQQ TR33,4720-33,47220,5620—-20,562
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HERITAGE OAK WEALTH ADVISORS LLC — 13F Holdings — Q1 2026 | TickerTrail