Heartwood Wealth Advisors LLC Portfolio Holdings
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 631
- Current Value $1.02 Billion
- Prior Value $910 Million
- Filing
- Period Q3 2025
- Filing Date October 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 448 stocks
- Additional Purchases 84 stocks
- Sold out of 0 stocks
- Reduced holdings in 26 stocks