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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMAT APPLIED MATLS INC COM Technology 1,868.0 $480K 0.04% NEW $256.99 +73.8%
122 SCHK SCHWAB 1000 INDEX ETF 14,247.0 $467K 0.04% NEW $32.80 +10.1%
123 PFE PFIZER INC COM Healthcare 17,929.0 $446K 0.04% NEW $24.90 +5.4%
124 TJX TJX COS INC NEW COM Consumer Cyclical 2,887.0 $443K 0.04% NEW $153.61 +2.2%
125 GDX VANECK GOLD MINERS ETF 5,155.0 $442K 0.04% NEW $85.77 +0.4%
126 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 9,178.0 $422K 0.04% NEW $45.98 -0.5%
127 MKL MARKEL GROUP INC COM Financial Services 196.0 $421K 0.04% NEW $2149.65 -13.8%
128 IQVIA HLDGS INC COM 1,842.0 $415K 0.04% NEW $225.41
129 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 688.0 $415K 0.04% NEW $603.28 +12.4%
130 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,761.0 $411K 0.04% NEW $148.69 +10.3%
131 SDY STATE STREET SPDR S&P DIVIDEND ETF 2,917.0 $406K 0.04% NEW $139.16 +7.8%
132 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,267.0 $403K 0.04% NEW $177.75 -25.1%
133 VT VANGUARD TOTAL WORLD STOCK ETF 2,837.0 $400K 0.04% NEW $141.05 +11.5%
134 SLV ISHARES SILVER TRUST Financial Services 6,103.0 $393K 0.04% NEW $64.42 +4.8%
135 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,876.0 $391K 0.04% NEW $80.22 +10.1%
136 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,928.0 $385K 0.04% NEW $131.59 +8.2%
137 DE DEERE & CO COM Industrials 809.0 $377K 0.04% NEW $465.57 +13.3%
138 BAC BANK AMERICA CORP COM Financial Services 6,744.0 $371K 0.03% NEW $55.00 -6.9%
139 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,101.0 $370K 0.03% NEW $119.41 +1.7%
140 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,302.0 $369K 0.03% NEW $69.67 +12.9%
Page 7 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%