13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001794935
Total reported value
$1.3B
$1.3B
173 檔
22.4%
The Q1 2025 SEC filing reveals that Heartwood Wealth Advisors LLC held a total portfolio value of $1.3B, covering 173 public equity positions.
In Q1 2025, Heartwood Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.23% | +0.57% | -10.24% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.63% | +0.54% | -4.45% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.11% | +0.13% | -3.41% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.80% | +0.05% | +0.61% | |
| 5 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 4.22% | -0.76% | -12.53% | |
| 6 | VONE | Vanguard Russell 1000 | ETF-Other | 4.06% | +0.20% | +10.02% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.01% | +0.15% | -3.84% | |
| 8 | RDIV | Invesco S&p Ultra Dividend | ETF-Other | 3.92% | -0.15% | -0.85% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.76% | -0.06% | -3.90% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.89% | -0.25% | +6.91% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.79% | -0.28% | +4.85% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.38% | +0.16% | +1.36% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.36% | +0.34% | -3.74% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.25% | -0.01% | +7.46% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.24% | -0.02% | -3.64% | |
| 16 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.17% | -0.03% | +6.26% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.93% | -0.17% | +5.58% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.89% | — | +6.67% | |
| 19 | GTEK | Gs Future Tech Leaders Eq | ETF-Tech | 1.84% | +0.17% | -7.83% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.84% | -0.06% | +4.15% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.70% | +0.08% | -17.47% | |
| 22 | URA | Global X Uranium ETF | ETF-Other | 1.64% | -0.32% | +6.81% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 1.19% | -0.02% | +4.30% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.07% | -0.09% | +16.20% | |
| 25 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.99% | +0.01% | +9.63% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.95% | -0.07% | +8.54% | |
| 27 | MYCJ | State Street My2030 Corporat | ETF-Other | 0.94% | -0.08% | — | |
| 28 | MYCI | State Street My2029 Corporat | ETF-Other | 0.93% | -0.08% | — | |
| 29 | MYCH | State Street My2028 Corporat | ETF-Other | 0.92% | -0.08% | — | |
| 30 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.73% | — | +7.51% | |
| 31 | MYMJ | State Street My2030 Municipa | ETF-Other | 0.64% | +0.01% | — | |
| 32 | MYMI | State Street My2029 Municipa | ETF-Other | 0.64% | +0.01% | — | |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.58% | -0.01% | +1.03% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.54% | -0.05% | +12.35% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.05% | -1.02% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.47% | -0.01% | -1.71% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | -0.02% | +7.83% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | +0.03% | -3.07% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.37% | -0.02% | +2.23% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | -0.36% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -0.76% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | +0.04% | -7.64% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.06% | -4.27% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.05% | +328.83% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.24% | — | +1.64% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -0.50% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.04% | +75.85% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | +13.39% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -0.26% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.03% | -4.39% |
According to official SEC Form 13F filings, Heartwood Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.3B across 173 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VEA) accounted for 22.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VV
市值: $89.6M
During Q1 2025, Heartwood Wealth Advisors LLC's top holdings by market value included VV (10.2%)、VB (8.6%)、VEA (5.1%). The largest single position, VV, represented 10.2% of total portfolio value.
In Q1 2025, Heartwood Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.