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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MTB M & T BK CORP COM Financial Services 1,170.0 $242K 0.02% -20.0 -1.7% $206.72 +3.9%
202 LAMR LAMAR ADVERTISING CO CL A Real Estate 1,904.0 $241K 0.02% $126.66 +20.5%
203 MA MASTERCARD INCORPORATED CL A Financial Services 474.0 $237K 0.02% +16.0 +3.5% $499.66 -1.1%
204 VTWG VANGUARD RUSSELL 2000 GROWTH ETF 1,031.0 $236K 0.02% +12.0 +1.2% $229.04 +20.9%
205 SCMB SCHWAB MUNICIPAL BOND ETF 9,243.0 $236K 0.02% $25.48 +0.5%
206 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 3,118.0 $234K 0.02% NEW $75.10 +11.5%
207 TT TRANE TECHNOLOGIES PLC SHS Industrials 558.0 $233K 0.02% $416.74 +10.9%
208 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 796.0 $231K 0.02% NEW $290.49 -1.1%
209 IBM INTERNATIONAL BUSINESS MACHS COM Technology 947.0 $230K 0.02% -223.0 -19.1% $242.39 +5.4%
210 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 511.0 $228K 0.02% $446.54 -1.0%
211 ABBV ABBVIE INC COM Healthcare 1,048.0 $228K 0.02% -156.0 -13.0% $217.49 -1.3%
212 J JACOBS SOLUTIONS INC COM Industrials 1,784.0 $227K 0.02% $127.28 -8.5%
213 SCHH SCHWAB U.S. REIT ETF 10,510.0 $226K 0.02% NEW $21.49 +10.9%
214 FNF FIDELITY NATL FINL INC COM SHS Financial Services 4,802.0 $223K 0.02% $46.38 +4.1%
215 NUE NUCOR CORP COM Basic Materials 1,310.0 $222K 0.02% $169.10 +45.2%
216 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,094.0 $217K 0.02% NEW $70.18 +6.3%
217 BUNGE GLOBAL SA COM SHS 1,693.0 $215K 0.02% NEW $127.20
218 VIG VANGUARD DIVIDEND APPRECIATION ETF 998.0 $215K 0.02% NEW $215.06 +8.4%
219 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,216.0 $214K 0.02% +16.0 +0.7% $96.47 +3.8%
220 TEL TE CONNECTIVITY PLC ORD SHS Technology 1,022.0 $214K 0.02% $209.02 -0.6%
Page 11 of 12  ·  223 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%