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Arm Holdings shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Arm Holdings (ARM) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Arm Holdings

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All positions including Arm Holdings held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arm Holdings by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $716k 2.0k 354.54
2024-09-30 $332k 2.3k 143.01

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Arm Holdings

Susquehanna International
Invesco
Jane Street
Citadel Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
FMR
Barclays
Van Eck Associates Corp.
Walleye Trading
Capital Research Global Investors
Alkeon Capital Management
Peak6

View all funds holding Arm Holdings