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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 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 META META PLATFORMS INC CL A Communication Services 1,110.0 $635K 0.06% +82.0 +8.0% $572.13 +10.6%
122 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 13,178.0 $633K 0.06% $48.05 +0.3%
123 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 8,134.0 $627K 0.06% $77.11 +11.4%
124 VTI VANGUARD TOTAL STOCK MARKET ETF 1,860.0 $597K 0.05% +14.0 +0.8% $320.81 +15.2%
125 CW CURTISS WRIGHT CORP COM Industrials 850.0 $579K 0.05% -150.0 -15.0% $681.12 +9.5%
126 RTX RTX CORPORATION COM Industrials 2,944.0 $568K 0.05% +167.0 +6.0% $192.90 -7.9%
127 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 7,126.0 $561K 0.05% -1K -12.5% $78.66 +27.8%
128 CSCO CISCO SYS INC COM Technology 7,175.0 $557K 0.05% -45.0 -0.6% $77.59 +54.5%
129 RMD RESMED INC COM Healthcare 2,323.0 $521K 0.04% $224.48 -8.1%
130 CMI CUMMINS INC COM Industrials 952.0 $512K 0.04% $538.02 +24.0%
131 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 4,077.0 $510K 0.04% -1K -22.7% $125.13 +13.9%
132 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 3,830.0 $506K 0.04% NEW $132.10 +15.3%
133 UBER UBER TECHNOLOGIES INC COM Technology 6,896.0 $496K 0.04% -98.0 -1.4% $71.93 -1.7%
134 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 6,184.0 $490K 0.04% $79.27 -0.2%
135 SCHK SCHWAB 1000 INDEX ETF 15,583.0 $488K 0.04% +1K +9.4% $31.33 +15.2%
136 FTCS FIRST TRUST CAPITAL STRENGTH ETF 5,160.0 $479K 0.04% NEW $92.76 +1.1%
137 TJX TJX COS INC NEW COM Consumer Cyclical 2,942.0 $470K 0.04% +55.0 +1.9% $159.70 -1.7%
138 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 111.0 $467K 0.04% $4210.32 -96.0%
139 DE DEERE & CO COM Industrials 809.0 $456K 0.04% $563.30 -6.4%
140 VT VANGUARD TOTAL WORLD STOCK ETF 3,172.0 $439K 0.04% +335.0 +11.8% $138.31 +13.7%
Page 7 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%