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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, VEA, SCHE, VONE, and represent 32.30% of Heartwood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBTL (+$9.7M), SGOV, XLY, SPYD, AGG, IBTI, SPTS, TIP, CRWD, JFLX.
Started 5 new stock positions in IBTL, CTAS, JFLX, BLK, BABA.
Reduced shares in these 10 stocks: LQD (-$10M), NKE, GTEK, IAGG, BNDX, AAPL, , GLD, VTV, IGIB.
Sold out of its positions in FNF, LQD, IGIB, IGSB, IEMG, IAGG, NKE, BNDX, VCSH.
Heartwood Wealth Advisors was a net buyer of stock by $1.4M.
Heartwood Wealth Advisors has $1.3B in assets under management (AUM), dropping by -1.67%.
Central Index Key (CIK): 0001794935

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Portfolio Holdings for Heartwood Wealth Advisors

Heartwood Wealth Advisors holds 223 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Morningstar Large-cap Etf Etf (VV)	10.5	$132M		376k	351.85	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	8.6	$109M		383k	284.49	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.8	$61M		863k	70.61	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.4	$55M		1.5M	36.45	View chart
Vanguard Russell 1000 Etf Etf (VONE)	4.1	$52M		150k	344.00	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	3.8	$49M		619k	78.42	View chart
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)	3.4	$44M		763k	57.15	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.4	$43M		277k	155.20	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	2.8	$35M		307k	113.95	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.5	$32M		197k	160.33	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	2.5	$32M		246k	128.10	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$30M	+2%	313k	94.54	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	2.3	$30M		1.0M	28.67	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	2.3	$29M	+2%	1.3M	21.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.9	$25M		517k	47.36	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	1.9	$25M		502k	48.80	View chart
Vanguard Morningstar Value Etf Etf (VTV)	1.9	$24M		111k	216.08	View chart
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)	1.9	$24M	-4%	401k	58.69	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	1.7	$21M		234k	90.11	View chart
Ishares Tips Bond Etf Etf (TIP)	1.5	$20M	+2%	187k	104.04	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.5	$19M		184k	103.89	View chart
Global X Uranium Etf Etf (URA)	1.4	$18M		454k	39.85	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	1.4	$18M		704k	25.24	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	1.2	$16M		623k	25.14	View chart
State Street My2028 Corporate Bond Etf Etf (MYCH)	0.8	$10M		407k	24.62	View chart
State Street My2029 Corporate Bond Etf Etf (MYCI)	0.8	$9.9M	+2%	409k	24.27	View chart
State Street My2030 Corporate Bond Etf Etf (MYCJ)	0.8	$9.8M	+2%	410k	23.93	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.8	$9.7M	+2%	456k	21.23	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.8	$9.7M	NEW	496k	19.47	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.8	$9.6M	+2%	505k	18.99	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.7	$9.2M	+2%	118k	77.78	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.7	$8.5M		360k	23.47	View chart
State Street My2030 Municipal Bond Etf Etf (MYMJ)	0.6	$8.1M		339k	23.91	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.6	$7.8M		82k	95.34	View chart
State Street My2029 Municipal Bond Etf Etf (MYMI)	0.6	$7.8M		326k	23.85	View chart
State Street My2031 Municipal Bond Etf Etf (MYMK)	0.6	$7.4M		305k	24.16	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.6	$7.2M		71k	101.13	View chart
Apple Stock (AAPL)	0.6	$7.0M	-8%	21k	333.02	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.5	$6.6M		344k	19.22	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.5	$6.4M		152k	42.19	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$5.8M		98k	59.31	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$5.5M		110k	50.21	View chart
Microsoft Corp Stock (MSFT)	0.4	$5.2M		10k	512.90	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$4.9M		36k	136.04	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.4	$4.8M		21k	231.03	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.4	$4.5M	+25%	99k	45.37	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$4.1M		21k	195.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.9M	+3%	11k	344.08	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$3.8M	-3%	7.6k	497.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$3.4M		10k	340.74	View chart
Johnson & Johnson Stock (JNJ)	0.3	$3.2M		12k	264.74	View chart
Amazon Stock (AMZN)	0.2	$2.9M	+2%	12k	249.15	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	0.2	$2.8M		10k	282.31	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.2	$2.6M		155k	16.64	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$2.5M		85k	30.00	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$2.5M		48k	51.87	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.4M	+2%	7.4k	330.83	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.4M		6.0k	397.31	View chart
Invesco S&p Smallcap High Dividend Low Volatility Etf Etf (XSHD)	0.2	$2.4M		186k	12.85	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$2.3M		3.1k	762.71	View chart
Caterpillar Stock (CAT)	0.2	$2.3M	-4%	2.9k	810.79	View chart
Chevron Corporation Stock (CVX)	0.2	$2.3M	+3%	11k	204.21	View chart
Target Corp Stock (TGT)	0.2	$2.2M		14k	156.69	View chart
Amgen Stock (AMGN)	0.2	$2.2M		5.2k	421.51	View chart
Coca Cola Stock (KO)	0.2	$2.2M		25k	86.08	View chart
Pfizer Stock (PFE)	0.2	$2.1M	+4%	75k	28.52	View chart
Merck & Co Stock (MRK)	0.2	$2.0M	+3%	14k	145.31	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.0M	-3%	8.8k	228.38	View chart
Procter & Gamble Stock (PG)	0.2	$1.9M		13k	145.28	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.9M	-17%	4.9k	380.84	View chart
Home Depot Stock (HD)	0.1	$1.9M		6.6k	284.49	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.9M	+2%	8.1k	230.94	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$1.8M		28k	64.80	View chart
Quanta Svcs Stock (PWR)	0.1	$1.8M		2.8k	642.51	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.8M		54k	32.63	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.1	$1.8M		17k	103.56	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.7M		61k	27.47	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.6M		4.5k	367.08	View chart
Union Pac Corp Stock (UNP)	0.1	$1.6M	-2%	5.9k	272.13	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.6M	+245%	16k	100.68	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.6M		16k	97.43	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.1	$1.5M	+2%	57k	27.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.5M		2.2k	700.92	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.5M	-2%	16k	93.44	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.4M		14k	104.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.4M		2.0k	739.77	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.4M		8.6k	168.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.4M		11k	125.26	View chart
Exxonmobil Holdings Corp Stock	0.1	$1.4M		8.6k	162.75	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$1.3M		6.8k	195.53	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.3M		3.7k	359.33	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$1.3M	+255%	12k	108.84	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.3M		3.1k	416.13	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M		10k	125.67	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.2M		12k	101.10	View chart
Broadcom Stock (AVGO)	0.1	$1.2M	+5%	3.4k	351.19	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.1	$1.2M	+2%	13k	92.65	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M		4.2k	277.89	View chart
State Street Spdr S&p International Dividend Etf Etf (DWX)	0.1	$1.1M		25k	45.74	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$1.1M		3.9k	292.10	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.1M	+4%	1.2k	910.36	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M		29k	37.91	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.0M	+14%	1.4k	725.18	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.0M		9.2k	109.61	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.0M		1.3k	765.85	View chart
Applied Matls Stock (AMAT)	0.1	$957k	+5%	1.9k	511.38	View chart
Walmart Stock (WMT)	0.1	$951k	+2%	9.2k	103.92	View chart
Lowes Cos Stock (LOW)	0.1	$949k	-5%	5.1k	184.29	View chart
State Street Spdr S&p Emerging Markets Small Cap Etf Etf (EWX)	0.1	$947k		13k	71.10	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$945k		49k	19.35	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$939k		27k	34.50	View chart
Advanced Micro Devices Stock (AMD)	0.1	$891k		1.5k	611.76	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$887k		3.6k	247.93	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$865k		2.6k	337.83	View chart
Cisco Sys Stock (CSCO)	0.1	$850k	+9%	7.9k	107.63	View chart
Philip Morris Intl Stock (PM)	0.1	$848k		4.4k	190.82	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$838k		25k	34.02	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$819k	+4%	18k	46.68	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$789k	+13%	2.1k	374.24	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$727k		20k	36.66	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$716k		7.2k	99.08	View chart
Howmet Aerospace Stock (HWM)	0.1	$704k		3.1k	226.18	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$691k		8.1k	84.96	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$665k		4.4k	152.07	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$656k		3.8k	172.16	View chart
Uber Technologies Stock (UBER)	0.0	$608k	+7%	8.9k	68.51	View chart
Oracle Corp Stock (ORCL)	0.0	$603k		4.4k	137.30	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$596k		3.8k	155.68	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$591k		4.1k	145.04	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$567k		6.0k	93.89	View chart
Pepsico Stock (PEP)	0.0	$553k	-7%	4.4k	126.72	View chart
Nextera Energy Stock (NEE)	0.0	$543k	+2%	7.2k	75.74	View chart
Deere & Co Stock (DE)	0.0	$512k	+7%	763.00	671.55	View chart
Rtx Corporation Stock (RTX)	0.0	$512k	-6%	2.8k	185.65	View chart
Eli Lilly & Co Stock (LLY)	0.0	$498k	+9%	430.00	1157.08	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$492k		866.00	568.64	View chart
Cummins Stock (CMI)	0.0	$492k		952.00	516.57	View chart
Iqvia Hldgs Stock (IQV)	0.0	$489k		1.8k	268.85	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$484k		5.2k	93.85	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$476k	+294%	1.8k	264.75	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$473k	-5%	3.0k	157.86	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$467k		2.8k	166.28	View chart
Curtiss Wright Corp Stock (CW)	0.0	$462k		850.00	543.82	View chart
Eaton Corp Stock (ETN)	0.0	$453k	-21%	1.1k	429.71	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$452k		688.00	656.71	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$438k		4.9k	89.76	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$426k		2.9k	146.48	View chart
Tjx Cos Stock (TJX)	0.0	$411k	+5%	3.1k	132.31	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$411k		5.3k	77.42	View chart
M & T Bk Corp Stock (MTB)	0.0	$402k		1.8k	217.60	View chart
Booking Holdings Stock (BKNG)	0.0	$398k	-10%	2.4k	162.91	View chart
Colgate Palmolive Stock (CL)	0.0	$395k		4.6k	85.32	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$388k		2.8k	137.95	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$388k	+4%	1.3k	309.00	View chart
Markel Group Stock (MKL)	0.0	$387k	+2%	226.00	1712.45	View chart
Resmed Stock (RMD)	0.0	$387k		1.8k	221.10	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$387k		3.2k	119.83	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$387k		3.5k	110.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$381k		5.3k	71.95	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$381k		13k	29.31	View chart
Sp Funds Dow Jones Global Sukuk Etf Etf (SPSK)	0.0	$377k	+4%	22k	17.37	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$375k		6.9k	54.43	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$364k		2.6k	137.71	View chart
Altria Group Stock (MO)	0.0	$363k		5.4k	67.34	View chart
Automatic Data Processing Stock (ADP)	0.0	$362k	+5%	1.4k	258.06	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$361k	+7%	9.9k	36.57	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$354k		16k	22.88	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$353k		989.00	356.90	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$351k		1.5k	231.63	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$343k		3.9k	87.80	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$339k		6.9k	49.11	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$337k		1.3k	260.58	View chart
American Express Stock (AXP)	0.0	$336k	+11%	1.1k	304.10	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$335k	+30%	608.00	551.47	View chart
Ishares Silver Trust Etf (SLV)	0.0	$333k		6.1k	54.51	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$331k		4.5k	72.86	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$330k		8.2k	40.16	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$319k		3.3k	97.24	View chart
Intel Corp Stock (INTC)	0.0	$315k		2.6k	120.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$313k		3.2k	96.88	View chart
General Dynamics Corp Stock (GD)	0.0	$310k	+4%	935.00	331.83	View chart
Capital One Finl Corp Stock (COF)	0.0	$309k		1.6k	193.07	View chart
Nucor Corp Stock (NUE)	0.0	$306k		1.3k	233.75	View chart
Duke Energy Corp Stock (DUK)	0.0	$301k		2.6k	114.01	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$294k		3.0k	98.60	View chart
Abbvie Stock (ABBV)	0.0	$292k	+6%	1.1k	261.59	View chart
American Tower Corp Reit (AMT)	0.0	$290k	+2%	1.8k	163.69	View chart
Ge Vernova Stock (GEV)	0.0	$289k	+8%	304.00	950.49	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$286k	+8%	547.00	522.81	View chart
Csx Corp Stock (CSX)	0.0	$279k		6.0k	46.51	View chart
Federal Signal Corp Stock (FSS)	0.0	$277k		2.5k	110.79	View chart
Choice Hotels Intl Stock (CHH)	0.0	$277k		2.7k	102.41	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$274k		1.9k	144.11	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$271k		12k	22.04	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$266k		5.0k	53.24	View chart
State Street Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$266k		2.5k	104.92	View chart
Trane Technologies Stock (TT)	0.0	$265k	+5%	587.00	451.98	View chart
Jpmorgan Flexible Debt Etf Etf (JFLX)	0.0	$259k	NEW	5.3k	48.85	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$259k		3.1k	82.97	View chart
Wells Fargo & Co Stock (WFC)	0.0	$254k		3.2k	80.05	View chart
Xylem Stock (XYL)	0.0	$253k		2.5k	101.27	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$250k		643.00	388.82	View chart
Tesla Stock (TSLA)	0.0	$246k		692.00	354.81	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$244k		10k	24.36	View chart
Ge Aerospace Stock (GE)	0.0	$237k	+7%	759.00	312.29	View chart
International Business Machs Stock (IBM)	0.0	$236k	+13%	1.1k	219.93	View chart
Cintas Corp Stock (CTAS)	0.0	$235k	NEW	1.2k	195.06	View chart
Jacobs Solutions Stock (J)	0.0	$234k		1.7k	135.27	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$233k		3.1k	75.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$233k		998.00	233.31	View chart
Stryker Corporation Stock (SYK)	0.0	$233k	+5%	845.00	275.39	View chart
Watsco Stock (WSO)	0.0	$230k		761.00	302.69	View chart
Martin Marietta Matls Stock (MLM)	0.0	$229k	+15%	477.00	479.81	View chart
Fedex Corp Stock (FDX)	0.0	$228k		800.00	285.09	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$224k	NEW	2.1k	107.54	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$223k		9.2k	24.16	View chart
Aflac Stock (AFL)	0.0	$219k	+2%	2.0k	111.78	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$216k		1.0k	211.08	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$212k		2.0k	106.97	View chart
Blackrock Stock (BLK)	0.0	$212k	NEW	200.00	1058.29	View chart
Disney Walt Stock (DIS)	0.0	$211k	-9%	2.0k	104.90	View chart
Air Products And Chemicals Stock (APD)	0.0	$208k		746.00	278.23	View chart
Dominion Energy Stock (D)	0.0	$204k	-19%	3.4k	60.52	View chart

Past Filings by Heartwood Wealth Advisors

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

Heartwood Wealth Advisors 2026 Q3 filed Oct. 5, 2026
Heartwood Wealth Advisors 2026 Q2 filed July 17, 2026
Heartwood Wealth Advisors 2026 Q1 filed April 7, 2026
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

View all past filings

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