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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC COM Healthcare 4,986.0 $1.8M 0.15% -253.0 -4.8% $351.85 -4.5%
22 XME STATE STREET SPDR S&P METALS & MINING ETF 15,541.0 $1.7M 0.15% -3K -14.0% $108.01 +13.8%
23 XOM EXXON MOBIL CORP COM Energy 8,941.0 $1.5M 0.13% -852.0 -8.7% $169.66 -11.7%
24 NVDA NVIDIA CORPORATION COM Technology 8,674.0 $1.5M 0.13% -471.0 -5.2% $174.40 +21.9%
25 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 49,889.0 $1.5M 0.13% -38K -43.1% $29.72 -1.5%
26 UNP UNION PAC CORP COM Industrials 5,955.0 $1.4M 0.13% -157.0 -2.6% $242.62 +15.2%
27 SCHF SCHWAB INTERNATIONAL EQUITY ETF 55,022.0 $1.4M 0.12% -2K -3.0% $24.75 +11.7%
28 MUB ISHARES NATIONAL MUNI BOND ETF 11,911.0 $1.3M 0.11% -306.0 -2.5% $106.15 +0.7%
29 WMT WALMART INC COM Consumer Defensive 8,965.0 $1.1M 0.10% -569.0 -6.0% $124.28 -4.6%
30 VOE VANGUARD MID-CAP VALUE ETF 5,417.0 $998K 0.09% -126.0 -2.3% $184.28 +5.7%
31 AVGO BROADCOM INC COM Technology 3,138.0 $971K 0.09% -290.0 -8.5% $309.51 +36.3%
32 ILF ISHARES LATIN AMERICA 40 ETF 24,347.0 $865K 0.07% -2K -7.4% $35.52 -0.6%
33 PEP PEPSICO INC COM Consumer Defensive 4,741.0 $736K 0.06% -2K -31.4% $155.29 -4.9%
34 DVY ISHARES SELECT DIVIDEND ETF 4,377.0 $663K 0.06% -26.0 -0.6% $151.41 +2.6%
35 ORCL ORACLE CORP COM Technology 4,399.0 $647K 0.06% -121.0 -2.7% $147.11 +29.8%
36 CW CURTISS WRIGHT CORP COM Industrials 850.0 $579K 0.05% -150.0 -15.0% $681.12 +9.0%
37 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 7,126.0 $561K 0.05% -1K -12.5% $78.66 +27.7%
38 CSCO CISCO SYS INC COM Technology 7,175.0 $557K 0.05% -45.0 -0.6% $77.59 +54.2%
39 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 4,077.0 $510K 0.04% -1K -22.7% $125.13 +13.9%
40 UBER UBER TECHNOLOGIES INC COM Technology 6,896.0 $496K 0.04% -98.0 -1.4% $71.93 -1.7%
Page 2 of 3  ·  51 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%