HERITAGE OAK WEALTH ADVISORS LLC
Position in MRVL — Marvell Technology, Inc.
CIK 2035533
SANTA ROSA BEACH, FL
Position in MRVL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$355,084
New position
Shares Held
1,192
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,629
of 2,206 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $12,604,242 across 8 Semiconductors names. MRVL ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
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.
This page
|
1,192 | $355,084 | |
| 7 | ALAB |
Astera Labs, Inc.
|
518 | $250,204 | |
| 8 | INTC |
Intel Corp
|
1,697 | $236,952 |
All Filings in MRVL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,084 | 1,192 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||