# EDGAR Filing Document

**Accession Number:** 0002035533
**File Stem:** 0002035533-25-000005
**Filing Date:** 2025-8
**Character Count:** 2659
**Document Hash:** b2fb19c5211d814766ee5a4a8ed7551e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002035533-25-000005.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0002035533-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HERITAGE OAK WEALTH ADVISORS LLC
- **CENTRAL INDEX KEY:** 0002035533

**ORGANIZATION NAME:**
- **EIN:** 833608109
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24350
- **FILM NUMBER:** 251185353

**BUSINESS ADDRESS:**
- **STREET 1:** 105 GARFELD ST
- **CITY:** SANTA ROSA BEACH
- **STATE:** FL
- **ZIP:** 32459
- **BUSINESS PHONE:** 4792303113

**MAIL ADDRESS:**
- **STREET 1:** 105 GARFELD ST
- **CITY:** SANTA ROSA BEACH
- **STATE:** FL
- **ZIP:** 32459

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0002035533

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** HERITAGE OAK WEALTH ADVISORS LLC

**Address:** 105 GARFELD ST, SANTA ROSA BEACH, FL 32459

**Telephone number:** 479-230-3113

**Name of agent for service:** Micah Gibson

**Agent Address:** 105 Garfeld St, Santa Rosa Beach, FL 32459

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-24350

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [ ] Institutional Manager Voting Report

- [x] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** —

**Included Institutional Managers:** —

## N-PX: Signature Block

**Reporting Person:** HERITAGE OAK WEALTH ADVISORS LLC

**By (Signature):** Micah Gibson

**By (Printed Signature):** Micah Gibson

**By (Title):** CCO

**Date:** 08/05/2025