HERITAGE OAK WEALTH ADVISORS LLC
Position in AMD — Advanced Micro Devices Inc
CIK 2035533
SANTA ROSA BEACH, FL
Position in AMD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,883,129
+$3,883,881 QoQ
Shares Held
8,406
+71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#1,365
of 3,969 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $12,604,242 across 8 Semiconductors names. AMD ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
8,406 | $4,883,129 | |
| 2 | MU |
Micron Technology Inc
|
3,651 | $4,214,312 | |
| 3 | NVDA |
Nvidia Corp
|
6,860 | $1,372,617 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
2,019 | $715,876 | |
| 5 | AVGO |
Broadcom Inc.
|
1,525 | $576,068 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,192 | $355,084 | |
| 7 | ALAB |
Astera Labs, Inc.
|
518 | $250,204 | |
| 8 | INTC |
Intel Corp
|
1,697 | $236,952 |
All Filings in AMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,883,129 | 8,406 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $999,248 | 4,912 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,110,419 | 5,185 | Shares | Sole | 2026-01-21 | |
| 2024-09-30 | $646,803 | 3,942 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||