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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDY STATE STREET SPDR S&P DIVIDEND ETF 2,910.0 $425K 0.04% $145.94 +2.9%
142 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 688.0 $424K 0.04% $616.76 +10.3%
143 SLV ISHARES SILVER TRUST Financial Services 6,103.0 $416K 0.04% $68.14 -0.8%
144 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,809.0 $400K 0.04% +48.0 +1.7% $142.43 +15.3%
145 CL COLGATE PALMOLIVE CO COM Consumer Defensive 4,647.0 $396K 0.04% $85.23 +7.4%
146 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,021.0 $396K 0.03% -102.0 -3.3% $130.94 -4.2%
147 IJH ISHARES CORE S&P MID-CAP ETF 5,804.0 $392K 0.03% +2K +42.6% $67.53 +10.4%
148 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,932.0 $388K 0.03% $132.50 +7.6%
149 GDX VANECK GOLD MINERS ETF 4,192.0 $385K 0.03% -963.0 -18.7% $91.77 -5.8%
150 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,302.0 $377K 0.03% $71.13 +10.7%
151 ETN EATON CORP PLC SHS Industrials 1,054.0 $377K 0.03% $357.67 +13.5%
152 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,876.0 $373K 0.03% $76.54 +15.5%
153 MKL MARKEL GROUP INC COM Financial Services 194.0 $371K 0.03% -2.0 -1.0% $1914.07 -2.9%
154 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 9,178.0 $371K 0.03% $40.40 +13.6%
155 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,314.0 $361K 0.03% +213.0 +6.9% $108.98 +11.3%
156 MO ALTRIA GROUP INC COM Consumer Defensive 5,432.0 $358K 0.03% +1K +24.0% $65.99 +9.6%
157 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 15,491.0 $355K 0.03% -693K -97.8% $22.91
158 LLY ELI LILLY & CO COM Healthcare 382.0 $351K 0.03% NEW $919.77 +17.9%
159 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 6,900.0 $351K 0.03% +654.0 +10.5% $50.80 -0.7%
160 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 4,541.0 $350K 0.03% -220K -98.0% $77.18 -0.7%
Page 8 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%