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
227 檔
32.7%
In Q2 2026, Heartwood Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 227 disclosed stock positions.
In Q2 2026, Heartwood Wealth Advisors LLC displayed an active expansion posture, initiating 9 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.07% | +0.38% | +3.45% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 9.02% | -0.43% | +3.28% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.78% | +0.03% | +3.78% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.28% | +0.09% | +3.20% | |
| 5 | VONE | Vanguard Russell 1000 | ETF-Other | 3.96% | +0.11% | +2.95% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.88% | -0.05% | +316.48% | |
| 7 | RDIV | Invesco S&p Ultra Dividend | ETF-Other | 3.44% | — | +3.25% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.41% | -0.01% | +3.29% | |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.74% | -0.25% | +3.77% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.62% | -0.13% | +3.59% | |
| 11 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.36% | +0.40% | +3.73% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.36% | -0.02% | +1.74% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.29% | +0.04% | +0.55% | |
| 14 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 2.25% | +0.06% | +1.11% | |
| 15 | GTEK | Gs Future Tech Leaders Eq | ETF-Tech | 2.05% | -0.19% | -20.25% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.02% | -0.09% | +10.11% | |
| 17 | GMUB | Gs Municipal Income ETF | ETF-Other | 1.99% | -0.06% | +12.47% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.91% | -0.01% | -0.07% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.10% | +499.79% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.56% | -0.02% | +1.81% | |
| 21 | URA | Global X Uranium ETF | ETF-Other | 1.53% | -0.10% | +3.19% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.48% | +0.03% | +1.32% | |
| 23 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.38% | +0.02% | +9.64% | |
| 24 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 1.23% | +0.01% | +12.14% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.78% | -0.78% | EXIT | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.77% | -0.05% | +1.74% | |
| 27 | MYCH | State Street My2028 Corporat | ETF-Other | 0.77% | +0.02% | +1.69% | |
| 28 | MYCI | State Street My2029 Corporat | ETF-Other | 0.77% | +0.01% | +1.71% | |
| 29 | MYCJ | State Street My2030 Corporat | ETF-Other | 0.77% | — | +1.73% | |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.75% | +0.01% | +1.65% | |
| 31 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.75% | +0.01% | +1.65% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.71% | -0.04% | +11.23% | |
| 33 | MYMJ | State Street My2030 Municipa | ETF-Other | 0.65% | -0.01% | +13.79% | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.64% | -0.02% | +12.17% | |
| 35 | MYMI | State Street My2029 Municipa | ETF-Other | 0.62% | -0.01% | +12.88% | |
| 36 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.59% | -0.07% | +14.01% | |
| 37 | MYMK | State Street My2031 Municipa | ETF-Other | 0.59% | -0.01% | +13.75% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.54% | +0.03% | +4.02% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.04% | +8.43% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.49% | +0.02% | +3.19% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.01% | +8.82% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.01% | +0.11% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | -0.02% | +8.35% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.01% | +10.27% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.02% | -0.62% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | -1.32% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | — | -0.74% | |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.29% | +0.06% | +4.69% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | +0.12% | +4.07% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | -0.01% | +0.23% |
According to official SEC Form 13F filings, Heartwood Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.3B across 227 disclosed positions in Q2 2026.
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 32.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGT
市值: $1.2M
Top Position Liquidated / Trimmed
VZ
前期市值: $1.7M
During Q2 2026, Heartwood Wealth Advisors LLC's top holdings by market value included VV (10.1%)、VB (9.0%)、VEA (4.8%). The largest single position, VV, represented 10.1% of total portfolio value.
In Q2 2026, Heartwood Wealth Advisors LLC made 156 total portfolio adjustments, initiating 9 new buys, adding to 107 positions, trimming 35 holdings, and fully liquidating 5 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.