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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 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 110,259.0 $5.0M 0.44% -4K -3.4% $45.65 +11.4%
42 VWO VANGUARD FTSE EMERGING MARKETS ETF 89,678.0 $4.8M 0.42% +3K +4.0% $54.05 +11.6%
43 IJR ISHARES CORE S&P SMALL CAP ETF 33,152.0 $4.1M 0.36% +5K +18.3% $124.31 +12.4%
44 VBR VANGUARD SMALL CAP VALUE ETF 18,670.0 $4.1M 0.35% +2K +11.6% $217.25 +8.4%
45 BERKSHIRE HATHAWAY INC DEL CL B NEW 8,045.0 $3.9M 0.34% -81.0 -1.0% $479.20
46 MSFT MICROSOFT CORP COM Technology 9,634.0 $3.6M 0.31% -300.0 -3.0% $370.17 +11.4%
47 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 75,247.0 $3.4M 0.30% -53K -41.1% $45.52 +5.0%
48 GOOGL ALPHABET INC CAP STK CL A Communication Services 10,923.0 $3.1M 0.27% -129.0 -1.2% $287.56 +35.9%
49 GOOG ALPHABET INC CAP STK CL C Communication Services 10,077.0 $2.9M 0.25% -368.0 -3.5% $286.86 +34.8%
50 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 21,293.0 $2.8M 0.25% -1K -6.3% $132.90 +38.7%
51 JNJ JOHNSON & JOHNSON COM Healthcare 11,454.0 $2.8M 0.24% -796.0 -6.5% $244.44 -5.3%
52 AMLP ALERIAN MLP ETF 45,705.0 $2.4M 0.21% +6K +16.2% $52.64 +0.6%
53 GLD SPDR GOLD SHARES Financial Services 5,578.0 $2.4M 0.21% +300.0 +5.7% $430.29 -5.0%
54 AMZN AMAZON COM INC COM Consumer Cyclical 11,505.0 $2.4M 0.21% -452.0 -3.8% $208.27 +29.7%
55 MGC VANGUARD MEGA CAP ETF 10,065.0 $2.4M 0.21% $236.35 +16.5%
56 MCD MCDONALDS CORP COM Consumer Cyclical 7,604.0 $2.4M 0.21% $310.79 -9.5%
57 XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 176,273.0 $2.3M 0.20% +32K +22.4% $13.12 +3.7%
58 KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 147,019.0 $2.2M 0.20% +19K +15.1% $15.28 +15.2%
59 CVX CHEVRON CORPORATION COM Energy 10,428.0 $2.2M 0.19% +775.0 +8.0% $206.90 -11.7%
60 JPM JPMORGAN CHASE & CO COM Financial Services 7,304.0 $2.1M 0.19% $294.16 +1.7%
Page 3 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%