Heritage Oak Wealth Advisors LLC
Heritage Oak Wealth Advisors LLC is a registered investment adviser founded in 2019 and headquartered in Santa Rosa Beach, Florida. The firm is owned and managed by Micah Gibson and delivers wealth management, asset management, and financial planning services to individuals and high net worth individuals. As of April 2025, the firm reports approximately $290 million in assets under management and has 5 employees, all in investment roles. Heritage Oak serves clients domestically and internationally, providing customized financial solutions and ongoing investment supervision.
Investment Strategy
Heritage Oak Wealth Advisors provides discretionary and non-discretionary asset management, offering tailored portfolio management primarily for individuals and high net worth clients. The firm invests across a diversified selection of securities, including stocks, bonds, ETFs, mutual funds, REITs, and options. Their strategy emphasizes regular, ongoing supervision and an annual portfolio review, balancing risk and return according to each client's objectives. Comprehensive financial planning—including tax, retirement, and risk management—is an integral part of their approach, aligning investments with clients’ long-term financial goals.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 34.44% | $94.8M | 919,676 | $82.36 | $103.06 | +$297.6K |
J JPST | J P MORGAN EXCHANGE TRADED F | 8.21% | $22.6M | 445,557 | $50.41 | $50.73 | +$544.7K |
B BIL | SPDR SERIES TRUST | 6.75% | $18.6M | 202,410 | $91.68 | $91.75 | +$8.4M |
Q QQQ | INVESCO QQQ TR | 6.33% | $17.4M | 29,036 | $552.19 | $600.37 | +$1.6M |
C CORZ | CORE SCIENTIFIC INC NEW | 4.91% | $13.5M | 753,516 | $14.09 | $17.94 | +$649.9K |