Institutions / Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC
CIK 1794935 · Institution · as of Dec 31, 2025
Portfolio value
$1.09B
Positions
202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 202 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Large-Cap ETF | $112.65M | 10.4% |
| Vanguard Small-Cap ETF | $91.04M | 8.4% |
| VanEck Junior Gold Miners ETF | $59.39M | 5.5% |
| Vanguard Ftse Developed Markets ETF | $56.31M | 5.2% |
| Schwab Emerging Markets Equity ETF | $50.73M | 4.7% |
| Vanguard Russell 1000 ETF | $43.30M | 4.0% |
| Vanguard Mid-Cap ETF | $40.69M | 3.7% |
| Vanguard High Dividend Yield Index ETF | $38.44M | 3.5% |
| Invesco S&P Ultra Dividend Revenue ETF | $38.36M | 3.5% |
| Global X Uranium ETF | $27.04M | 2.5% |
| iShares Core U.S. Aggregate Bond ETF | $26.47M | 2.4% |
| iShares S&P Small-Cap 600 Value ETF | $25.61M | 2.4% |
| State Street SPDR Portfolio Short Term Treasury ETF | $25.16M | 2.3% |
| iShares S&P Small-Cap 600 Growth ETF | $24.74M | 2.3% |
| Goldman Sachs Future Tech Leaders Equity ETF | $22.35M | 2.1% |
| Vanguard Value ETF | $21.43M | 2.0% |
| Vanguard Tax-Exempt Bond ETF | $20.43M | 1.9% |
| Vanguard Growth ETF | $19.68M | 1.8% |
| iShares Ibonds Dec 2027 Term Muni Bond ETF | $19.50M | 1.8% |
| iShares MSCI Eafe ETF | $18.66M | 1.7% |
| iShares Tips Bond ETF | $17.51M | 1.6% |
| Vanguard Intermediate-Term Bond ETF | $17.48M | 1.6% |
| iShares Ibonds Dec 2026 Term Treasury ETF | $16.21M | 1.5% |
| State Street SPDR Nuveen Ice High Yield Municipal Bond ETF | $9.92M | 0.9% |
| Vanguard Intermediate-Term Tax-Exempt Bond ETF | $9.19M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.