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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 32.11% of Heartwood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$38M), VUG (+$17M), VV, VB, GMUB, VTEB, VEA, IBMQ, SCHE, IBMP.
Started 9 new stock positions in Exxon Mobil Corp, ELV, VGT, IEMG, CRWD, INTC, SGOV, GE, SLYG.
Reduced shares in these 10 stocks: GTEK (-$6.7M), VZ, , NOC, BG, , COST, RMD, IJK, AMAT.
Sold out of its positions in ENB, XOM, NOC, VZ, BG.
Heartwood Wealth Advisors was a net buyer of stock by $98M.
Heartwood Wealth Advisors has $1.3B in assets under management (AUM), dropping by 12.28%.
Central Index Key (CIK): 0001794935

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Portfolio Holdings for Heartwood Wealth Advisors

Heartwood Wealth Advisors holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.1	$130M	+3%	377k	343.91	View chart
Vanguard Small-cap Etf Etf (VB)	9.0	$116M	+3%	383k	303.12	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.8	$62M	+3%	864k	71.25	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.3	$55M	+3%	1.5M	36.26	View chart
Vanguard Russell 1000 Etf Etf (VONE)	4.0	$51M	+2%	150k	338.72	View chart
Vanguard Mid-cap Etf Etf (VO)	3.9	$50M	+316%	620k	80.57	View chart
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)	3.4	$44M	+3%	764k	58.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.4	$44M	+3%	278k	158.03	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.7	$35M	+3%	197k	178.60	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	2.6	$34M	+3%	246k	136.68	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	2.4	$30M	+3%	309k	98.25	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.4	$30M		307k	98.98	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	2.3	$29M		1.0M	29.01	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	2.2	$29M		1.3M	22.14	View chart
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)	2.1	$26M	-20%	420k	62.88	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	2.0	$26M	+10%	513k	50.58	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	2.0	$26M	+12%	498k	51.44	View chart
Vanguard Value Etf Etf (VTV)	1.9	$25M		113k	217.93	View chart
Vanguard Growth Etf Etf (VUG)	1.6	$20M	+499%	235k	86.14	View chart
Ishares Tips Bond Etf Etf (TIP)	1.6	$20M		183k	109.43	View chart
Global X Uranium Etf Etf (URA)	1.5	$20M	+3%	452k	43.70	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.5	$19M		184k	103.88	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	1.4	$18M	+9%	698k	25.42	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	1.2	$16M	+12%	618k	25.58	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.8	$10M		92k	109.07	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.8	$9.9M		115k	86.42	View chart
State Street My2028 Corporate Bond Etf Etf (MYCH)	0.8	$9.9M		399k	24.91	View chart
State Street My2029 Corporate Bond Etf Etf (MYCI)	0.8	$9.9M		400k	24.77	View chart
State Street My2030 Corporate Bond Etf Etf (MYCJ)	0.8	$9.9M		401k	24.70	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.8	$9.7M		446k	21.65	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.7	$9.6M		494k	19.54	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.7	$9.1M	+11%	358k	25.44	View chart
State Street My2030 Municipal Bond Etf Etf (MYMJ)	0.6	$8.3M	+13%	336k	24.88	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.6	$8.2M	+12%	81k	100.97	View chart
State Street My2029 Municipal Bond Etf Etf (MYMI)	0.6	$8.0M	+12%	323k	24.73	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.6	$7.6M	+14%	341k	22.34	View chart
State Street My2031 Municipal Bond Etf Etf (MYMK)	0.6	$7.6M	+13%	302k	25.11	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.5	$7.0M	+4%	71k	98.20	View chart
Apple Stock (AAPL)	0.5	$6.7M	+8%	23k	289.36	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.5	$6.3M	+3%	151k	41.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$5.8M	+8%	98k	59.69	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$5.6M		110k	50.39	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$5.3M	+8%	36k	148.31	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$5.0M	+10%	21k	242.99	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$4.0M		21k	190.52	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$4.0M		7.9k	500.39	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.9M		11k	357.37	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.3	$3.8M	+4%	79k	47.71	View chart
Microsoft Corp Stock (MSFT)	0.3	$3.7M	+4%	10k	373.02	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$3.6M		10k	353.33	View chart
Caterpillar Stock (CAT)	0.2	$3.2M		3.0k	1064.90	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.1M	+6%	12k	253.97	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.2	$2.9M	+5%	155k	18.57	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$2.8M		10k	273.63	View chart
Amazon Stock (AMZN)	0.2	$2.7M		12k	238.34	View chart
Invesco S&p Smallcap High Dividend Low Volatility Etf Etf (XSHD)	0.2	$2.6M	+5%	185k	14.12	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$2.5M	+21%	85k	29.43	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$2.5M	+3%	47k	51.85	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.4M		7.2k	327.33	View chart
Home Depot Stock (HD)	0.2	$2.3M	+7%	6.6k	352.68	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$2.3M	+2%	3.1k	746.85	View chart
Spdr Gold Shares Etf (GLD)	0.2	$2.2M	+6%	6.0k	368.38	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.1M	+3%	7.9k	270.31	View chart
Coca Cola Stock (KO)	0.2	$2.1M	+4%	26k	81.27	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.0M	+3%	5.9k	341.02	View chart
Quanta Svcs Stock (PWR)	0.2	$2.0M		2.8k	720.04	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$2.0M	+16%	55k	36.13	View chart
Procter & Gamble Stock (PG)	0.2	$1.9M	+3%	13k	146.64	View chart
Amgen Stock (AMGN)	0.1	$1.9M	+3%	5.2k	362.12	View chart
Target Corp Stock (TGT)	0.1	$1.9M	+5%	14k	130.61	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.8M	+8%	4.4k	415.63	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.8M	+5%	9.1k	200.09	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.1	$1.8M	+8%	17k	106.93	View chart
Chevron Corporation Stock (CVX)	0.1	$1.8M	+4%	11k	165.76	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.8M	+10%	17k	107.50	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.8M	+625%	16k	109.77	View chart
Merck & Co Stock (MRK)	0.1	$1.7M	+6%	14k	128.50	View chart
Pfizer Stock (PFE)	0.1	$1.7M	+7%	72k	24.08	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.7M	+12%	62k	27.70	View chart
Union Pac Corp Stock (UNP)	0.1	$1.6M		6.1k	272.00	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$1.6M	+8%	29k	56.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.5M	+93%	2.2k	686.81	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.5M		14k	106.47	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.1	$1.4M	+10%	55k	25.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.4M		1.9k	736.40	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.4M	+290%	12k	124.17	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.4M	+19%	29k	47.94	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.4M		8.5k	158.66	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$1.3M	+25%	6.8k	197.60	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.3M		12k	107.62	View chart
Applied Matls Stock (AMAT)	0.1	$1.3M	-5%	1.8k	723.00	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.3M	-2%	3.7k	343.09	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.3M		4.2k	300.45	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.3M	+2%	3.1k	409.50	View chart
Broadcom Stock (AVGO)	0.1	$1.2M	+2%	3.2k	377.75	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M		5.4k	220.49	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.2M	NEW	10k	119.52	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.2M	-3%	3.9k	306.30	View chart
Exxonmobil Holdings Corp Stock	0.1	$1.2M	NEW	8.5k	136.72	View chart
State Street Spdr S&p International Dividend Etf Etf (DWX)	0.1	$1.1M		25k	45.96	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M	+22%	27k	41.05	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$1.1M	+400%	12k	87.91	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.1M	-8%	9.2k	117.50	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.1M	-10%	1.2k	935.48	View chart
Walmart Stock (WMT)	0.1	$1.0M		9.0k	113.26	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$992k		49k	20.31	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$989k		1.3k	748.89	View chart
State Street Spdr S&p Emerging Markets Small Cap Etf Etf (EWX)	0.1	$976k	+13%	13k	74.31	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$936k		2.6k	365.70	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$916k	+16%	25k	36.87	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$907k	+10%	27k	33.75	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$870k		3.6k	242.43	View chart
Cisco Sys Stock (CSCO)	0.1	$844k		7.2k	117.46	View chart
Advanced Micro Devices Stock (AMD)	0.1	$842k		1.5k	580.91	View chart
Howmet Aerospace Stock (HWM)	0.1	$837k		3.1k	268.86	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$832k	+16%	17k	49.39	View chart
Philip Morris Intl Stock (PM)	0.1	$804k		4.4k	180.91	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$739k		7.2k	102.30	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$715k	+27%	20k	36.06	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$695k		8.1k	85.49	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$689k	+10%	1.2k	563.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$688k		1.9k	370.04	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$684k		4.4k	156.30	View chart
Cummins Stock (CMI)	0.1	$679k		952.00	713.21	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$663k		13k	50.60	View chart
Oracle Corp Stock (ORCL)	0.1	$646k		4.4k	146.55	View chart
Curtiss Wright Corp Stock (CW)	0.1	$644k		850.00	757.76	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$638k		13k	48.43	View chart
Pepsico Stock (PEP)	0.0	$638k		4.7k	135.40	View chart
Nextera Energy Stock (NEE)	0.0	$616k		7.0k	87.77	View chart
Uber Technologies Stock (UBER)	0.0	$596k	+19%	8.3k	72.16	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$593k	+52%	6.0k	98.30	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$591k		3.8k	154.30	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$579k		4.1k	141.89	View chart
Eaton Corp Stock (ETN)	0.0	$573k	+27%	1.3k	426.12	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$572k	-2%	3.8k	150.13	View chart
Rtx Corporation Stock (RTX)	0.0	$559k		2.9k	189.73	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$555k	+2%	866.00	640.76	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$499k		3.2k	156.95	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$489k		6.2k	79.03	View chart
Booking Holdings Stock (BKNG)	0.0	$487k	+2362%	2.7k	178.24	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$485k		5.2k	93.92	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$484k		688.00	703.34	View chart
Eli Lilly & Co Stock (LLY)	0.0	$470k	+2%	392.00	1199.43	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$461k		2.8k	164.27	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$456k	NEW	4.5k	100.67	View chart
Deere & Co Stock (DE)	0.0	$451k	-12%	711.00	634.33	View chart
Tjx Cos Stock (TJX)	0.0	$446k		2.9k	151.50	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$443k		2.9k	152.18	View chart
M & T Bk Corp Stock (MTB)	0.0	$439k	+57%	1.8k	238.01	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$437k		5.3k	82.34	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$431k	+19%	2.8k	153.42	View chart
Markel Group Stock (MKL)	0.0	$430k	+13%	220.00	1953.01	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$429k		4.9k	87.88	View chart
Colgate Palmolive Stock (CL)	0.0	$424k		4.6k	91.68	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$412k	+21%	3.5k	117.33	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$408k	-8%	5.3k	77.11	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$402k	+10%	3.2k	124.42	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$393k		6.9k	56.98	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$392k	-3%	995.00	393.96	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$392k		9.2k	42.65	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$391k	-9%	2.6k	147.73	View chart
Altria Group Stock (MO)	0.0	$388k		5.4k	71.95	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$388k		3.3k	117.28	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$379k	+30%	1.2k	314.59	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$376k		13k	28.96	View chart
Sp Funds Dow Jones Global Sukuk Etf Etf (SPSK)	0.0	$374k	+7%	21k	18.01	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$374k		1.5k	246.21	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$372k	+25%	1.3k	287.68	View chart
Intel Corp Stock (INTC)	0.0	$363k	NEW	2.6k	139.63	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$355k		16k	22.89	View chart
Iqvia Hldgs Stock (IQV)	0.0	$351k		1.8k	193.22	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$348k		4.5k	76.70	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$348k	NEW	456.00	763.14	View chart
Resmed Stock (RMD)	0.0	$341k	-24%	1.8k	194.88	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$338k		6.3k	53.17	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$337k		8.2k	40.96	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$336k		6.9k	48.66	View chart
American Express Stock (AXP)	0.0	$336k		992.00	338.25	View chart
Duke Energy Corp Stock (DUK)	0.0	$334k	-12%	2.6k	126.58	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$334k		6.4k	52.41	View chart
Ge Vernova Stock (GEV)	0.0	$329k		280.00	1174.86	View chart
Ishares Silver Trust Etf (SLV)	0.0	$326k		6.1k	53.47	View chart
Federal Signal Corp Stock (FSS)	0.0	$321k		2.5k	128.49	View chart
Capital One Finl Corp Stock (COF)	0.0	$321k		1.6k	200.62	View chart
General Dynamics Corp Stock (GD)	0.0	$317k		896.00	354.24	View chart
Watsco Stock (WSO)	0.0	$317k		761.00	416.73	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$313k		3.3k	95.62	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$312k		3.2k	96.58	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$302k		3.0k	101.31	View chart
Automatic Data Processing Stock (ADP)	0.0	$299k	-2%	1.3k	223.95	View chart
Choice Hotels Intl Stock (CHH)	0.0	$298k		2.7k	110.27	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$297k		1.9k	155.98	View chart
Xylem Stock (XYL)	0.0	$295k	-7%	2.5k	118.21	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$295k	-6%	3.9k	75.45	View chart
Nucor Corp Stock (NUE)	0.0	$292k		1.3k	222.75	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$291k	+16%	12k	23.68	View chart
Tesla Stock (TSLA)	0.0	$289k	-5%	688.00	420.60	View chart
State Street Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$286k		2.5k	112.97	View chart
Csx Corp Stock (CSX)	0.0	$285k		6.0k	47.53	View chart
Dominion Energy Stock (D)	0.0	$285k	+23%	4.2k	68.29	View chart
American Tower Corp Reit (AMT)	0.0	$284k		1.7k	163.57	View chart
Trane Technologies Stock (TT)	0.0	$274k		558.00	491.16	View chart
International Business Machs Stock (IBM)	0.0	$266k		947.00	281.21	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$265k	-3%	5.0k	53.08	View chart
Abbvie Stock (ABBV)	0.0	$264k		1.0k	251.64	View chart
Ge Aerospace Stock (GE)	0.0	$264k	NEW	705.00	373.73	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$261k		3.1k	83.75	View chart
Wells Fargo & Co Stock (WFC)	0.0	$258k		3.1k	82.64	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$256k		10k	25.52	View chart
Stryker Corporation Stock (SYK)	0.0	$253k		803.00	314.84	View chart
Fedex Corp Stock (FDX)	0.0	$251k		800.00	313.13	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$250k		503.00	496.73	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$249k	NEW	643.00	386.73	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$239k		466.00	513.60	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$239k		9.2k	25.82	View chart
Martin Marietta Matls Stock (MLM)	0.0	$238k		413.00	576.70	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$236k	NEW	2.0k	119.13	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$236k		998.00	236.62	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$235k		3.1k	75.79	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$227k		4.8k	47.16	View chart
Aflac Stock (AFL)	0.0	$224k		1.9k	117.25	View chart
Air Products And Chemicals Stock (APD)	0.0	$219k	-6%	746.00	293.18	View chart
Jacobs Solutions Stock (J)	0.0	$218k	-3%	1.7k	126.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$214k	NEW	2.6k	82.84	View chart
Disney Walt Stock (DIS)	0.0	$214k	-11%	2.2k	96.25	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$206k		1.0k	201.61	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 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
Heartwood Wealth Advisors 2022 Q3 filed Oct. 25, 2022

View all past filings

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