Heartwood Wealth Advisors LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 631 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $109M, Vanguard Small Cap ETF with a value of $88.8M, Vanguard Ftse Developed Market with a value of $53.4M, Vaneck ETF Tr Jr Gold Miners E with a value of $52M, and Schwab Strategic Tr Us Emergin with a value of $51.4M.
Examining the 13F form we can see an increase of $110M in the current position value, from $910M to 1.02B.
Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $938 Million
Technology: $20.2 Million
Financial Services: $12.4 Million
Industrials: $11.6 Million
Consumer Cyclical: $9.33 Million
Consumer Defensive: $8.19 Million
Healthcare: $7.86 Million
Communication Services: $7.31 Million
Other: $6.29 Million
Stock Holdings Table Market Cap. of $200 Billions or more
