HERITAGE OAK WEALTH ADVISORS LLC

PrivateCIK: 2035533
Location

SANTA ROSA BEACH, FL

73
Positions
$314.66M
Total AUM (reported)
4.65M
Total Shares

Allocation by class

TOTAL AUM$314.66M73 positions
COM$151.13M48.0%
STATE STREET SPD$33.40M10.6%
1 3 YR TREAS BD$25.53M8.1%
KENSINGTON HEDGE$17.27M5.5%
ULTRA SHRT ETF$10.66M3.4%
AVANTIS SHFXDINC$7.25M2.3%
0-3 MNTH TREASRY$7.24M2.3%

Portfolio Concentration

Top 360.2%4–1019.9%11–2512.4%Rest7.4%TOP 1080.1%0%100%
Top 3$189.38M60.2%
4–10$62.76M19.9%
11–25$39.16M12.4%
Rest$23.35M7.4%

Top 3 weight

60.2%

Top 10 weight

80.1%

Voting Authority Distribution

Total shares with voting rights: 4.65M

Sole

Full voting authority

4.65M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:

WALMART INC

SOLE
COM
Shares1.09M
TypeSH
Market value$135.27M
42.99%
Sole
1.09M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares311.86K
TypeSH
Market value$28.58M
9.08%
Sole
311.86K
Shared
0.00
None
0.00

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares309.20K
TypeSH
Market value$25.53M
8.11%
Sole
309.20K
Shared
0.00
None
0.00

MANAGED PORTFOLIO SERIES

SOLE
KENSINGTON HEDGE
Shares708.03K
TypeSH
Market value$17.27M
5.49%
Sole
708.03K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares210.57K
TypeSH
Market value$10.66M
3.39%
Sole
210.57K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
AVANTIS SHFXDINC
Shares154.88K
TypeSH
Market value$7.25M
2.30%
Sole
154.88K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares71.97K
TypeSH
Market value$7.24M
2.30%
Sole
71.97K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ENHNCD LW DUR AC
Shares75.55K
TypeSH
Market value$7.24M
2.30%
Sole
75.55K
Shared
0.00
None
0.00

MANAGED PORTFOLIO SERIES

SOLE
KENSINGTON CR OP
Shares283K
TypeSH
Market value$6.98M
2.22%
Sole
283K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares60.89K
TypeSH
Market value$6.12M
1.95%
Sole
60.89K
Shared
0.00
None
0.00

INVESCO ACTIVELY MANAGED EXC

SOLE
ULTRA SHRT DUR
Shares112.33K
TypeSH
Market value$5.63M
1.79%
Sole
112.33K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares17.48K
TypeSH
Market value$4.44M
1.41%
Sole
17.48K
Shared
0.00
None
0.00

MANAGED PORTFOLIO SERIES

SOLE
LEUTHOLD SELECT
Shares99.55K
TypeSH
Market value$4.03M
1.28%
Sole
99.55K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares6.93K
TypeSH
Market value$2.98M
0.95%
Sole
6.93K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US BR DEL SE ETF
Shares16.03K
TypeSH
Market value$2.63M
0.84%
Sole
16.03K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares24.26K
TypeSH
Market value$2.62M
0.83%
Sole
24.26K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares6.64K
TypeSH
Market value$2.55M
0.81%
Sole
6.64K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares12.09K
TypeSH
Market value$2.20M
0.70%
Sole
12.09K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
MCELHENNY SHEFLD
Shares60.19K
TypeSH
Market value$2.08M
0.66%
Sole
60.19K
Shared
0.00
None
0.00

PLANET FITNESS MASTER ISSUER

SOLE
CL A
Shares27.35K
TypeSH
Market value$2.03M
0.65%
Sole
27.35K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares12.26K
TypeSH
Market value$1.90M
0.61%
Sole
12.26K
Shared
0.00
None
0.00

ADVISORSHARES TR

SOLE
PURE CANNABIS
Shares626.89K
TypeSH
Market value$1.65M
0.52%
Sole
626.89K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares12.09K
TypeSH
Market value$1.61M
0.51%
Sole
12.09K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares2.60K
TypeSH
Market value$1.43M
0.45%
Sole
2.60K
Shared
0.00
None
0.00

TORTOISE CAPITAL SERIES TRUS

SOLE
NORTH AMRCN PIPE
Shares32.90K
TypeSH
Market value$1.39M
0.44%
Sole
32.90K
Shared
0.00
None
0.00
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