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Heartwood Wealth Advisors

Latest statistics and disclosures from Heartwood Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VB, GDXJ, VEA, SCHE, and represent 34.09% of Heartwood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XLK, VB, VV, RDIV, VEA, AVGO, NVDA, AGG, GOOGL, MSFT.
Started 1 new stock position in VGT.
Reduced shares in these 10 stocks: CSCO, IBM, TLT, SUB, GDXJ, , EFA, APD, CLX, .
Sold out of its positions in SDOG, T, ABT, ADBE, AAP, ACM, A, ADC, APD, ALB.
Heartwood Wealth Advisors was a net seller of stock by $-1.4M.
Heartwood Wealth Advisors has $1.1B in assets under management (AUM), dropping by 1.30%.
Central Index Key (CIK): 0001794935

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Portfolio Holdings for Heartwood Wealth Advisors

Heartwood Wealth Advisors holds 202 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.4	$113M		358k	314.80	View chart
Vanguard Small-cap Etf Etf (VB)	8.4	$91M		353k	257.95	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	5.5	$59M		522k	113.78	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.2	$56M		901k	62.47	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.7	$51M		1.5M	32.75	View chart
Vanguard Russell 1000 Etf Etf (VONE)	4.0	$43M		140k	309.04	View chart
Vanguard Mid-cap Etf Etf (VO)	3.7	$41M		140k	290.22	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.5	$38M		268k	143.52	View chart
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)	3.5	$38M		737k	52.04	View chart
Global X Uranium Etf Etf (URA)	2.5	$27M		633k	42.73	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.4	$27M		265k	99.88	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	2.4	$26M		225k	113.72	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	2.3	$25M		859k	29.28	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.3	$25M		175k	141.16	View chart
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)	2.1	$22M		559k	39.96	View chart
Vanguard Value Etf Etf (VTV)	2.0	$21M		112k	190.99	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.9	$20M		406k	50.29	View chart
Vanguard Growth Etf Etf (VUG)	1.8	$20M		40k	487.86	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	1.8	$20M		768k	25.39	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.7	$19M		194k	96.03	View chart
Ishares Tips Bond Etf Etf (TIP)	1.6	$18M	+2%	159k	109.91	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.6	$18M		224k	77.88	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	1.5	$16M	+2%	709k	22.88	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.9	$9.9M		398k	24.94	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.8	$9.2M		91k	100.83	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.8	$8.9M	+2%	81k	110.19	View chart
State Street My2030 Corporate Bond Etf Etf (MYCJ)	0.8	$8.7M		349k	25.01	View chart
State Street My2029 Corporate Bond Etf Etf (MYCI)	0.8	$8.7M	+2%	346k	25.05	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.8	$8.6M	-6%	99k	87.16	View chart
State Street My2028 Corporate Bond Etf Etf (MYCH)	0.8	$8.5M		340k	25.09	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$6.9M	+6%	174k	39.45	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.6	$6.6M		260k	25.57	View chart
State Street My2030 Municipal Bond Etf Etf (MYMJ)	0.5	$5.9M		237k	24.84	View chart
State Street My2029 Municipal Bond Etf Etf (MYMI)	0.5	$5.8M		237k	24.62	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.5	$5.7M	+7%	64k	90.00	View chart
Apple Stock (AAPL)	0.5	$5.7M	+3%	21k	271.86	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.5	$5.5M	+3%	128k	43.25	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.5	$5.1M		114k	44.41	View chart
Microsoft Corp Stock (MSFT)	0.4	$4.8M	+10%	9.9k	483.62	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$4.6M	+4%	86k	53.76	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$4.1M		8.1k	502.65	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$3.5M	+9%	17k	211.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.5M	+16%	11k	313.00	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$3.4M	+8%	28k	120.18	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$3.3M		10k	313.80	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$3.3M	+105%	23k	143.97	View chart
Amazon Stock (AMZN)	0.3	$2.8M	+9%	12k	230.82	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.5M	+3%	12k	206.95	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$2.5M	+2%	10k	251.17	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.2	$2.4M	+4%	88k	27.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.4M		7.3k	322.22	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.3M	+4%	7.6k	305.63	View chart
Spdr Gold Shares Etf (GLD)	0.2	$2.1M		5.3k	396.31	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$2.0M	+27%	2.9k	682.00	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.2	$2.0M	+8%	128k	15.43	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.2	$1.9M	+3%	18k	103.61	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.8M	+3%	39k	47.02	View chart
Invesco S&p Smallcap High Dividend Low Volatility Etf Etf (XSHD)	0.2	$1.8M	+9%	144k	12.81	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$1.8M		68k	26.91	View chart
Amgen Stock (AMGN)	0.2	$1.7M	+6%	5.2k	327.31	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.7M	+48%	9.1k	186.50	View chart
Caterpillar Stock (CAT)	0.2	$1.7M		3.0k	572.87	View chart
Coca Cola Stock (KO)	0.1	$1.6M	+6%	23k	69.91	View chart
Procter And Gamble Stock (PG)	0.1	$1.5M	+5%	11k	143.31	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.5M	-24%	14k	106.70	View chart
Chevron Corp Stock (CVX)	0.1	$1.5M	+6%	9.7k	152.41	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M	+5%	6.1k	231.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.4M		2.9k	473.30	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.4M		57k	24.04	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.3M	-5%	3.8k	350.71	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.3M		46k	28.48	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.3M		12k	107.11	View chart
Merck & Co Stock (MRK)	0.1	$1.3M	+9%	12k	105.26	View chart
Verizon Communications Stock (VZ)	0.1	$1.2M	+7%	30k	40.73	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.2M	-2%	7.9k	154.80	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M		5.0k	241.16	View chart
Broadcom Stock (AVGO)	0.1	$1.2M	+96%	3.4k	346.10	View chart
Quanta Svcs Stock (PWR)	0.1	$1.2M		2.8k	422.06	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.2M	+7%	9.8k	120.34	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.1M		4.0k	279.14	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.1M	-8%	1.3k	862.35	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.1	$1.1M		25k	43.94	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.1M		2.9k	373.44	View chart
Walmart Stock (WMT)	0.1	$1.1M	+10%	9.5k	111.41	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.0M	+29%	5.7k	184.20	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.0M		4.2k	246.16	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$1.0M		2.5k	412.77	View chart
Home Depot Stock (HD)	0.1	$1.0M	+8%	2.9k	344.10	View chart
Pepsico Stock (PEP)	0.1	$991k		6.9k	143.52	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$983k	+2%	5.5k	177.37	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$975k		10k	96.88	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$893k	+17%	19k	47.53	View chart
Oracle Corp Stock (ORCL)	0.1	$881k		4.5k	194.91	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$801k	+10%	26k	30.45	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$773k		2.6k	302.11	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$699k	-4%	5.3k	132.37	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$696k		35k	19.88	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$696k		1.1k	627.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$679k	+5%	1.0k	660.09	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$645k		13k	50.01	View chart
Howmet Aerospace Stock (HWM)	0.1	$638k		3.1k	205.02	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$637k		13k	48.32	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$621k		4.4k	141.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$619k	+2%	1.8k	335.27	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$614k		20k	30.07	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$613k		8.1k	75.44	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$613k	+14%	11k	54.05	View chart
Booking Holdings Stock (BKNG)	0.1	$594k		111.00	5355.33	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$592k	+6%	8.1k	72.68	View chart
Uber Technologies Stock (UBER)	0.1	$572k	+8%	7.0k	81.71	View chart
Nextera Energy Stock (NEE)	0.1	$564k		7.0k	80.28	View chart
Resmed Stock (RMD)	0.1	$560k		2.3k	240.87	View chart
Cisco Sys Stock (CSCO)	0.1	$556k	-70%	7.2k	77.03	View chart
Curtiss Wright Corp Stock (CW)	0.1	$551k	+5%	1.0k	551.27	View chart
Philip Morris Intl Stock (PM)	0.0	$539k		3.4k	160.40	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$518k	+9%	2.5k	210.34	View chart
Rtx Corporation Stock (RTX)	0.0	$509k		2.8k	183.40	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$493k		6.2k	79.73	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$491k		3.9k	125.92	View chart
Cummins Stock (CMI)	0.0	$486k		952.00	510.45	View chart
Applied Matls Stock (AMAT)	0.0	$480k		1.9k	256.99	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$467k		14k	32.80	View chart
Pfizer Stock (PFE)	0.0	$446k	+32%	18k	24.90	View chart
Tjx Cos Stock (TJX)	0.0	$444k		2.9k	153.61	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$442k		5.2k	85.77	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$422k	+49%	9.2k	45.98	View chart
Markel Group Stock (MKL)	0.0	$421k		196.00	2149.65	View chart
Iqvia Hldgs Stock (IQV)	0.0	$415k		1.8k	225.41	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$415k		688.00	603.28	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$411k		2.8k	148.69	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$406k		2.9k	139.16	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$403k	-20%	2.3k	177.75	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$400k	+6%	2.8k	141.05	View chart
Ishares Silver Trust Etf (SLV)	0.0	$393k		6.1k	64.42	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$391k		4.9k	80.22	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$385k		2.9k	131.59	View chart
Deere & Co Stock (DE)	0.0	$377k		809.00	465.57	View chart
Bank America Corp Stock (BAC)	0.0	$371k	-9%	6.7k	55.00	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$370k	+89%	3.1k	119.41	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$369k		5.3k	69.67	View chart
Xylem Stock (XYL)	0.0	$367k		2.7k	136.18	View chart
Colgate Palmolive Stock (CL)	0.0	$367k		4.6k	79.02	View chart
American Express Stock (AXP)	0.0	$367k	-15%	992.00	369.95	View chart
Duke Energy Corp Stock (DUK)	0.0	$366k	+3%	3.1k	117.21	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$360k	+62%	586.00	614.31	View chart
Automatic Data Processing Stock (ADP)	0.0	$351k		1.4k	257.23	View chart
International Business Machs Stock (IBM)	0.0	$347k	-78%	1.2k	296.21	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$341k		13k	26.23	View chart
Capital One Finl Corp Stock (COF)	0.0	$341k		1.4k	242.36	View chart
Eaton Corp Stock (ETN)	0.0	$336k		1.1k	318.51	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$333k		6.2k	53.88	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$329k		6.2k	52.88	View chart
Tesla Stock (TSLA)	0.0	$324k	-2%	721.00	449.72	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$318k		985.00	323.01	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$317k		1.5k	209.12	View chart
Advanced Micro Devices Stock (AMD)	0.0	$311k	+73%	1.5k	214.16	View chart
Sp Funds Dow Jones Global Sukuk Etf Etf (SPSK)	0.0	$305k	+2%	17k	18.25	View chart
American Tower Corp Reit (AMT)	0.0	$304k		1.7k	175.57	View chart
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$302k		7.7k	39.15	View chart
General Dynamics Corp Stock (GD)	0.0	$302k		896.00	336.66	View chart
Disney Walt Stock (DIS)	0.0	$295k	-3%	2.6k	113.77	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$295k	+8%	3.0k	99.19	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$291k	+70%	3.6k	79.84	View chart
Wells Fargo Stock (WFC)	0.0	$285k	-5%	3.1k	93.20	View chart
Stryker Corporation Stock (SYK)	0.0	$282k		803.00	351.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$279k		3.1k	89.46	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$277k		6.2k	44.34	View chart
Abbvie Stock (ABBV)	0.0	$275k		1.2k	228.49	View chart
Federal Signal Corp Stock (FSS)	0.0	$272k		2.5k	108.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$269k	+7%	4.1k	66.00	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$267k		923.00	288.72	View chart
Fidelity National Financial In Stock (FNF)	0.0	$262k		4.8k	54.59	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$262k	-5%	458.00	570.88	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$259k	-31%	10k	25.75	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$258k	+13%	857.00	301.15	View chart
Martin Marietta Matls Stock (MLM)	0.0	$257k		413.00	622.66	View chart
Watsco Stock (WSO)	0.0	$256k		761.00	336.95	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$254k		2.6k	97.76	View chart
Altria Group Stock (MO)	0.0	$253k	+13%	4.4k	57.66	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$250k		5.2k	48.41	View chart
State Street Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$249k		2.5k	98.23	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$243k		2.0k	121.29	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.0	$241k		1.9k	126.58	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$241k	+33%	1.0k	235.99	View chart
M & T Bk Corp Stock (MTB)	0.0	$240k	-10%	1.2k	201.48	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$238k		9.2k	25.76	View chart
Jacobs Solutions Stock (J)	0.0	$236k		1.8k	132.46	View chart
Ge Aerospace Stock (GE)	0.0	$236k	-8%	765.00	308.03	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$233k		9.4k	24.77	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$233k		1.0k	227.51	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$232k	-3%	511.00	453.36	View chart
Fedex Corp Stock (FDX)	0.0	$231k	-40%	800.00	288.86	View chart
Csx Corp Stock (CSX)	0.0	$225k	+3%	6.2k	36.25	View chart
Unitedhealth Group Stock (UNH)	0.0	$223k	+36%	674.00	330.11	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$222k	+29%	1.5k	146.58	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$222k	+45%	2.2k	100.89	View chart
Kkr & Co Stock (KKR)	0.0	$219k		1.7k	127.48	View chart
Trane Technologies Stock (TT)	0.0	$217k		558.00	389.20	View chart
Cintas Corp Stock (CTAS)	0.0	$214k		1.1k	188.07	View chart
Nucor Corp Stock (NUE)	0.0	$214k		1.3k	163.11	View chart
Aflac Stock (AFL)	0.0	$210k		1.9k	110.27	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$208k	NEW	276.00	753.78	View chart

Past Filings by Heartwood Wealth Advisors

SEC 13F filings are viewable for Heartwood Wealth Advisors going back to 2019

Heartwood Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Heartwood Wealth Advisors 2025 Q3 filed Oct. 6, 2025
Heartwood Wealth Advisors 2025 Q2 filed July 8, 2025
Heartwood Wealth Advisors 2025 Q1 filed April 21, 2025
Heartwood Wealth Advisors 2024 Q4 filed Jan. 10, 2025
Heartwood Wealth Advisors 2024 Q3 filed Oct. 7, 2024
Heartwood Wealth Advisors 2024 Q2 filed July 9, 2024
Heartwood Wealth Advisors 2024 Q1 filed April 2, 2024
Heartwood Wealth Advisors 2023 Q4 filed Jan. 17, 2024
Heartwood Wealth Advisors 2023 Q3 filed Oct. 17, 2023
Heartwood Wealth Advisors 2023 Q2 filed July 19, 2023
Heartwood Wealth Advisors 2023 Q1 filed April 14, 2023
Heartwood Wealth Advisors 2022 Q4 filed Jan. 12, 2023
Heartwood Wealth Advisors 2022 Q3 filed Oct. 25, 2022
Heartwood Wealth Advisors 2022 Q2 filed July 25, 2022
Heartwood Wealth Advisors 2022 Q1 filed April 26, 2022

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