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Portfolio (Quarterly) Guide ↗

Heartwood Wealth Advisors LLC

· CIK 0001794935
13F Portfolio $1.1B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New
Page 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVDA NVIDIA CORPORATION COM Technology 9,145.0 $1.7M 0.16% NEW $186.50 +13.8%
62 CAT CATERPILLAR INC COM Industrials 2,975.0 $1.7M 0.16% NEW $572.87 +58.8%
63 KO COCA COLA CO COM Consumer Defensive 22,789.0 $1.6M 0.15% NEW $69.91 +17.3%
64 PG PROCTER AND GAMBLE CO COM Consumer Defensive 10,715.0 $1.5M 0.14% NEW $143.31 +3.0%
65 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 13,868.0 $1.5M 0.14% NEW $106.70 -0.3%
66 CVX CHEVRON CORP NEW COM Energy 9,653.0 $1.5M 0.14% NEW $152.41 +20.0%
67 UNP UNION PAC CORP COM Industrials 6,112.0 $1.4M 0.13% NEW $231.32 +19.9%
68 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,916.0 $1.4M 0.13% NEW $473.30 -73.5%
69 SCHF SCHWAB INTERNATIONAL EQUITY ETF 56,713.0 $1.4M 0.13% NEW $24.04 +14.8%
70 V VISA INC COM CL A Financial Services 3,805.0 $1.3M 0.12% NEW $350.71 -6.2%
71 SCHA SCHWAB U.S. SMALL-CAP ETF 46,141.0 $1.3M 0.12% NEW $28.48 +19.3%
72 MUB ISHARES NATIONAL MUNI BOND ETF 12,217.0 $1.3M 0.12% NEW $107.11 -0.2%
73 MRK MERCK & CO INC COM Healthcare 12,225.0 $1.3M 0.12% NEW $105.26 +14.7%
74 VZ VERIZON COMMUNICATIONS INC COM Communication Services 30,124.0 $1.2M 0.11% NEW $40.73 +19.4%
75 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 7,865.0 $1.2M 0.11% NEW $154.80 -3.9%
76 LOW LOWES COS INC COM Consumer Cyclical 5,045.0 $1.2M 0.11% NEW $241.16 -9.7%
77 AVGO BROADCOM INC COM Technology 3,428.0 $1.2M 0.11% NEW $346.10 +21.7%
78 PWR QUANTA SVCS INC COM Industrials 2,803.0 $1.2M 0.11% NEW $422.06 +75.0%
79 XOM EXXON MOBIL CORP COM Energy 9,793.0 $1.2M 0.11% NEW $120.34 +23.3%
80 VOT VANGUARD MID-CAP GROWTH ETF 4,005.0 $1.1M 0.10% NEW $279.14 +5.2%
Page 4 of 11  ·  202 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 23.1%
Financial Services 15.7%
Industrials 13.5%
Consumer Cyclical 11.3%
Communication Services 11.3%
Consumer Defensive 9.7%
Healthcare 9.6%
Energy 3.4%
Utilities 1.2%
Real Estate 0.7%