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Manager record

Heritage Oak Wealth Advisors Llc

Santa Rosa Beach, FL · CIK 2035533 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$326.17MReported 13F valueQ3 2026 · as filed
88Holdings listed
-4.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $258.9M$258.9MQ2 202573 holdingsQ3 2025: $275.2M$275.2MQ3 202585 holdingsQ4 2025: $270.5M$270.5MQ4 202579 holdingsQ1 2026: $314.7M$314.7MQ1 202673 holdingsQ2 2026: $339.7M$339.7MQ2 2026101 holdingsQ3 2026: $326.2M$326.2MQ3 202688 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$326.17M · 88 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$339.67M · 101 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$314.66M · 73 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$270.52M · 79 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$275.18M · 85 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$258.95M · 73 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology