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Portfolio (Quarterly) Guide ↗

Heartwood Wealth Advisors LLC

· CIK 0001794935
13F Portfolio $1.1B AUM 223 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 81 Added 51 Reduced 7 Exited
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW LOWES COS INC COM Consumer Cyclical 5,339.0 $1.3M 0.11% +294.0 +5.8% $236.28 -7.8%
42 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,942.0 $1.3M 0.11% +26.0 +0.9% $426.40 -70.5%
43 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 8,533.0 $1.3M 0.11% +668.0 +8.5% $146.61 +1.4%
44 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,938.0 $1.1M 0.10% +1K +230.7% $577.18 +26.2%
45 UNH UNITEDHEALTH GROUP INC COM Healthcare 4,057.0 $1.1M 0.10% +3K +501.9% $270.59 +41.0%
46 IWB ISHARES RUSSELL 1000 ETF 2,974.0 $1.1M 0.09% +61.0 +2.1% $356.56 +14.7%
47 IWM ISHARES RUSSELL 2000 ETF 4,261.0 $1.1M 0.09% +64.0 +1.5% $248.00 +17.1%
48 PANW PALO ALTO NETWORKS INC COM Technology 5,747.0 $921K 0.08% +96.0 +1.7% $160.32 +55.4%
49 PCEF INVESCO CEF INCOME COMPOSITE ETF 48,846.0 $919K 0.08% +14K +39.6% $18.82 +6.9%
50 IWD ISHARES RUSSELL 1000 VALUE ETF 3,619.0 $773K 0.07% +1K +46.9% $213.67 +11.3%
51 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,465.0 $738K 0.06% +1K +33.0% $165.34 +10.0%
52 INDA ISHARES MSCI INDIA ETF 14,506.0 $679K 0.06% +3K +27.9% $46.84 +3.7%
53 SCHM SCHWAB U.S. MID-CAP ETF 21,409.0 $663K 0.06% +998.0 +4.9% $30.96 +13.6%
54 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 13,095.0 $655K 0.06% +189.0 +1.5% $50.04 +0.3%
55 META META PLATFORMS INC CL A Communication Services 1,110.0 $635K 0.06% +82.0 +8.0% $572.13 +8.1%
56 VTI VANGUARD TOTAL STOCK MARKET ETF 1,860.0 $597K 0.05% +14.0 +0.8% $320.81 +15.1%
57 RTX RTX CORPORATION COM Industrials 2,944.0 $568K 0.05% +167.0 +6.0% $192.90 -8.1%
58 SCHK SCHWAB 1000 INDEX ETF 15,583.0 $488K 0.04% +1K +9.4% $31.33 +15.2%
59 TJX TJX COS INC NEW COM Consumer Cyclical 2,942.0 $470K 0.04% +55.0 +1.9% $159.70 -1.5%
60 VT VANGUARD TOTAL WORLD STOCK ETF 3,172.0 $439K 0.04% +335.0 +11.8% $138.31 +13.6%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.5%
Industrials 14.4%
Financial Services 14.1%
Healthcare 13.1%
Consumer Cyclical 12.1%
Consumer Defensive 11.5%
Communication Services 9.7%
Energy 4.4%
Utilities 1.7%
Basic Materials 0.8%