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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,021.0 $396K 0.03% -102.0 -3.3% $130.94 -4.3%
42 GDX VANECK GOLD MINERS ETF 4,192.0 $385K 0.03% -963.0 -18.7% $91.77 -5.8%
43 MKL MARKEL GROUP INC COM Financial Services 194.0 $371K 0.03% -2.0 -1.0% $1914.07 -2.7%
44 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 15,491.0 $355K 0.03% -693K -97.8% $22.91
45 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 4,541.0 $350K 0.03% -220K -98.0% $77.18 -0.7%
46 SOXX ISHARES SEMICONDUCTOR ETF 843.0 $277K 0.02% -14.0 -1.6% $328.66 +70.4%
47 CSX CSX CORP COM Industrials 6,005.0 $247K 0.02% -206.0 -3.3% $41.05 +14.7%
48 DIS DISNEY WALT CO COM Communication Services 2,519.0 $243K 0.02% -76.0 -2.9% $96.38 +7.5%
49 MTB M & T BK CORP COM Financial Services 1,170.0 $242K 0.02% -20.0 -1.7% $206.72 +3.9%
50 IBM INTERNATIONAL BUSINESS MACHS COM Technology 947.0 $230K 0.02% -223.0 -19.1% $242.39 +5.4%
51 ABBV ABBVIE INC COM Healthcare 1,048.0 $228K 0.02% -156.0 -13.0% $217.49 -1.2%
Page 3 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%