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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHA SCHWAB U.S. SMALL-CAP ETF 46,939.0 $1.4M 0.12% +798.0 +1.7% $29.08 +16.7%
82 SCHF SCHWAB INTERNATIONAL EQUITY ETF 55,022.0 $1.4M 0.12% -2K -3.0% $24.75 +11.7%
83 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,288.0 $1.3M 0.11% $996.44 +1.0%
84 MUB ISHARES NATIONAL MUNI BOND ETF 11,911.0 $1.3M 0.11% -306.0 -2.5% $106.15 +0.7%
85 LOW LOWES COS INC COM Consumer Cyclical 5,339.0 $1.3M 0.11% +294.0 +5.8% $236.28 -7.9%
86 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,942.0 $1.3M 0.11% +26.0 +0.9% $426.40 -70.5%
87 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 8,533.0 $1.3M 0.11% +668.0 +8.5% $146.61 +1.6%
88 NKE NIKE INC CL B Consumer Cyclical 22,356.0 $1.2M 0.10% NEW $52.82 -13.2%
89 V VISA INC COM CL A Financial Services 3,795.0 $1.1M 0.10% $302.24 +8.8%
90 DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF 24,906.0 $1.1M 0.10% $45.60 +2.6%
91 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,938.0 $1.1M 0.10% +1K +230.7% $577.18 +26.3%
92 WMT WALMART INC COM Consumer Defensive 8,965.0 $1.1M 0.10% -569.0 -6.0% $124.28 -4.5%
93 UNH UNITEDHEALTH GROUP INC COM Healthcare 4,057.0 $1.1M 0.10% +3K +501.9% $270.59 +41.5%
94 IWB ISHARES RUSSELL 1000 ETF 2,974.0 $1.1M 0.09% +61.0 +2.1% $356.56 +14.8%
95 IWM ISHARES RUSSELL 2000 ETF 4,261.0 $1.1M 0.09% +64.0 +1.5% $248.00 +17.0%
96 VOT VANGUARD MID-CAP GROWTH ETF 4,005.0 $1.0M 0.09% $257.35 +14.0%
97 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 10,065.0 $1.0M 0.09% $100.62 +12.7%
98 VOE VANGUARD MID-CAP VALUE ETF 5,417.0 $998K 0.09% -126.0 -2.3% $184.28 +5.9%
99 AVGO BROADCOM INC COM Technology 3,138.0 $971K 0.09% -290.0 -8.5% $309.51 +36.8%
100 PANW PALO ALTO NETWORKS INC COM Technology 5,747.0 $921K 0.08% +96.0 +1.7% $160.32 +55.0%
Page 5 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%