Heartwood Wealth Advisors
$1.1B Assets Reported
230 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 364,547 | $109M | 9.5% |
| VB | VANGUARD SMALL-CAP ETF | 371,133 | $97M | 8.5% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 832,286 | $53M | 4.7% |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 1,471,629 | $48M | 4.2% |
| VONE | VANGUARD RUSSELL 1000 ETF | 146,084 | $43M | 3.8% |
| VO | VANGUARD MID-CAP ETF | 148,780 | $43M | 3.7% |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 739,810 | $41M | 3.6% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 268,922 | $40M | 3.5% |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 298,166 | $36M | 3.1% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 301,214 | $30M | 2.6% |
Track Heartwood Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 230 positions. Top holdings, AUM, and quarterly changes on SentiSense.