Heartwood Wealth Advisors
$1.3B 13F equity value
231 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Heartwood Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 377,107 | $130M | 10.1% |
| VB | VANGUARD SMALL-CAP ETF | 383,312 | $116M | 9.0% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 863,734 | $62M | 4.8% |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 1,518,670 | $55M | 4.3% |
| VONE | VANGUARD RUSSELL 1000 ETF | 150,400 | $51M | 4.0% |
| VO | VANGUARD MID-CAP ETF | 619,635 | $50M | 3.9% |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 763,888 | $44M | 3.4% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 277,781 | $44M | 3.4% |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 197,196 | $35M | 2.7% |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 246,437 | $34M | 2.6% |
Track Heartwood Wealth Advisors's 13F portfolio: $1.3B in reported holdings, 231 positions. Top holdings and quarterly changes on SentiSense.
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