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CIK: 0001794935
Total reported value
$1.3B
$1.3B
223 檔
27.3%
As reported in its official Q1 2026 Form 13F filing, Heartwood Wealth Advisors LLC's tracked investment portfolio stood at $1.3B with 223 total positions.
In Q1 2026, Heartwood Wealth Advisors LLC displayed an active expansion posture, initiating 28 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 9.50% | +0.57% | +1.87% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.48% | +0.54% | +5.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.65% | +0.13% | -7.66% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.23% | +0.05% | -4.99% | |
| 5 | VONE | Vanguard Russell 1000 | ETF-Other | 3.76% | +0.20% | +4.27% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.73% | +0.15% | +6.12% | |
| 7 | RDIV | Invesco S&p Ultra Dividend | ETF-Other | 3.59% | -0.15% | +0.37% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.47% | -0.06% | +0.42% | |
| 9 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 3.12% | -0.76% | -42.88% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.61% | -0.25% | +13.65% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.57% | -0.28% | +17.45% | |
| 12 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 2.51% | -0.26% | — | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.46% | +0.16% | +5.63% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.40% | +0.34% | +8.42% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.03% | -0.01% | +14.69% | |
| 16 | GMUB | Gs Municipal Income ETF | ETF-Other | 1.97% | +0.02% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.93% | -0.02% | +0.72% | |
| 18 | GTEK | Gs Future Tech Leaders Eq | ETF-Tech | 1.88% | +0.17% | -5.83% | |
| 19 | URA | Global X Uranium ETF | ETF-Other | 1.85% | -0.32% | -30.78% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.73% | -0.17% | +12.94% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.54% | -0.06% | -6.59% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.49% | +0.08% | -3.03% | |
| 23 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.41% | -0.03% | -17.11% | |
| 24 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 1.23% | — | +112.08% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | -0.09% | +14.41% | |
| 26 | MYCH | State Street My2028 Corporat | ETF-Other | 0.85% | -0.08% | +15.59% | |
| 27 | MYCI | State Street My2029 Corporat | ETF-Other | 0.85% | -0.08% | +13.83% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.85% | -0.07% | +11.45% | |
| 29 | MYCJ | State Street My2030 Corporat | ETF-Other | 0.85% | -0.08% | +13.05% | |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.84% | -0.09% | — | |
| 31 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.84% | -0.09% | — | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.70% | +0.01% | -19.19% | |
| 33 | MYMJ | State Street My2030 Municipa | ETF-Other | 0.64% | +0.01% | +24.68% | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.63% | +0.01% | -20.34% | |
| 35 | MYMI | State Street My2029 Municipa | ETF-Other | 0.61% | +0.01% | +20.62% | |
| 36 | MYMK | State Street My2031 Municipa | ETF-Other | 0.58% | +0.01% | — | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.56% | -0.02% | +7.33% | |
| 38 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.56% | +0.03% | — | |
| 39 | IDV | Ishares International Select | ETF-Other | 0.54% | -0.05% | -15.84% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.05% | +1.29% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.44% | -0.01% | -3.37% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | +0.03% | +3.95% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.05% | +18.30% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | +0.04% | +11.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.03% | -1.00% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | -3.02% | |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -41.15% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | -1.17% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.03% | -3.52% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.06% | -6.34% |
According to official SEC Form 13F filings, Heartwood Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.3B across 223 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VEA) accounted for 27.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBTI
市值: $28.8M
Top Position Liquidated / Trimmed
PLTR
前期市值: $403.0K
During Q1 2026, Heartwood Wealth Advisors LLC's top holdings by market value included VV (9.5%)、VB (8.5%)、VEA (4.7%). The largest single position, VV, represented 9.5% of total portfolio value.
In Q1 2026, Heartwood Wealth Advisors LLC made 170 total portfolio adjustments, initiating 28 new buys, adding to 81 positions, trimming 54 holdings, and fully liquidating 7 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.
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