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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHSL CORP NEW COM Consumer Defensive 1,294.0 $1.1M 0.10% NEW $862.35 +16.7%
82 DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 24,906.0 $1.1M 0.10% NEW $43.94 +6.5%
83 IWB ISHARES RUSSELL 1000 ETF 2,913.0 $1.1M 0.10% NEW $373.44 +9.6%
84 WMT WALMART INC COM Consumer Defensive 9,534.0 $1.1M 0.10% NEW $111.41 +6.5%
85 PANW PALO ALTO NETWORKS INC COM Technology 5,651.0 $1.0M 0.10% NEW $184.20 +34.9%
86 IWM ISHARES RUSSELL 2000 ETF 4,197.0 $1.0M 0.10% NEW $246.16 +17.8%
87 MGK VANGUARD MEGA CAP GROWTH ETF 2,472.0 $1.0M 0.09% NEW $412.77 -78.3%
88 HD HOME DEPOT INC COM Consumer Cyclical 2,920.0 $1.0M 0.09% NEW $344.10 -7.8%
89 PEP PEPSICO INC COM Consumer Defensive 6,906.0 $991K 0.09% NEW $143.52 +3.1%
90 VOE VANGUARD MID-CAP VALUE ETF 5,543.0 $983K 0.09% NEW $177.37 +10.0%
91 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 10,059.0 $975K 0.09% NEW $96.88 +17.0%
92 IYE ISHARES U.S. ENERGY ETF 18,794.0 $893K 0.08% NEW $47.53 +27.7%
93 ORCL ORACLE CORP COM Technology 4,520.0 $881K 0.08% NEW $194.91 -2.3%
94 ILF ISHARES LATIN AMERICA 40 ETF 26,290.0 $801K 0.07% NEW $30.45 +16.1%
95 VBK VANGUARD SMALL-CAP GROWTH ETF 2,560.0 $773K 0.07% NEW $302.11 +16.6%
96 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 5,277.0 $699K 0.06% NEW $132.37 +7.7%
97 PCEF INVESCO CEF INCOME COMPOSITE ETF 35,000.0 $696K 0.06% NEW $19.88 +1.2%
98 VOO VANGUARD S&P 500 ETF 1,109.0 $695K 0.06% NEW $627.13 +10.0%
99 META META PLATFORMS INC CL A Communication Services 1,028.0 $679K 0.06% NEW $660.09 -4.2%
100 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 12,906.0 $645K 0.06% NEW $50.01 +0.4%
Page 5 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%