Heritage OAK Wealth Advisors LLC

Q2 2026 Holdings

Filed 2026-07-23 | 101 holdings | $339.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Issuer	Class	CUSIP	Value ↑	Shares	% Portfolio
Walmart Inc(WMT)	COM	931142103	$121.0M	1,068,525	35.6%

PreviousPage 3 of 3