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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PCEF INVESCO CEF INCOME COMPOSITE ETF 48,846.0 $919K 0.08% +14K +39.6% $18.82 +6.8%
102 MGK VANGUARD MEGA CAP GROWTH ETF 2,478.0 $911K 0.08% $367.44 -75.6%
103 NVO NOVO-NORDISK A S ADR Healthcare 24,337.0 $894K 0.08% NEW $36.75 +21.2%
104 ILF ISHARES LATIN AMERICA 40 ETF 24,347.0 $865K 0.07% -2K -7.4% $35.52 -0.6%
105 IVV ISHARES CORE S&P 500 ETF 1,320.0 $862K 0.07% NEW $653.21 +15.4%
106 VBK VANGUARD SMALL-CAP GROWTH ETF 2,560.0 $774K 0.07% $302.25 +16.7%
107 IWD ISHARES RUSSELL 1000 VALUE ETF 3,619.0 $773K 0.07% +1K +46.9% $213.67 +11.4%
108 EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 11,616.0 $768K 0.07% NEW $66.12 +13.4%
109 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,465.0 $738K 0.06% +1K +33.0% $165.34 +10.1%
110 PEP PEPSICO INC COM Consumer Defensive 4,741.0 $736K 0.06% -2K -31.4% $155.29 -4.9%
111 HWM HOWMET AEROSPACE INC COM Industrials 3,113.0 $717K 0.06% $230.46 +12.0%
112 INDA ISHARES MSCI INDIA ETF 14,506.0 $679K 0.06% +3K +27.9% $46.84 +3.5%
113 VDE VANGUARD ENERGY ETF 3,900.0 $675K 0.06% $173.04 -7.1%
114 VOO VANGUARD S&P 500 ETF 1,112.0 $664K 0.06% $597.55 +15.5%
115 SCHM SCHWAB U.S. MID-CAP ETF 21,409.0 $663K 0.06% +998.0 +4.9% $30.96 +13.5%
116 DVY ISHARES SELECT DIVIDEND ETF 4,377.0 $663K 0.06% -26.0 -0.6% $151.41 +2.6%
117 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 13,095.0 $655K 0.06% +189.0 +1.5% $50.04 +0.3%
118 NEE NEXTERA ENERGY INC COM Utilities 7,023.0 $652K 0.06% $92.88 -5.6%
119 ORCL ORACLE CORP COM Technology 4,399.0 $647K 0.06% -121.0 -2.7% $147.11 +29.7%
120 AMAT APPLIED MATLS INC COM Technology 1,868.0 $638K 0.06% $341.79 +31.1%
Page 6 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%