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Portfolio (Quarterly) Guide ↗

Heartwood Wealth Advisors LLC

· CIK 0001794935
13F Portfolio $1.3B AUM 227 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 102 Added 34 Reduced 5 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XME STATE STREET SPDR S&P METALS & MINING ETF 16,912.0 $1.8M 0.14% +1K +8.8% $106.93 +11.6%
62 CVX CHEVRON CORPORATION COM Energy 10,879.0 $1.8M 0.14% +451.0 +4.3% $165.76 +23.8%
63 UPS UNITED PARCEL SVCS INC CL B Industrials 16,582.0 $1.8M 0.14% +2K +10.4% $107.50 -5.1%
64 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 16,079.0 $1.8M 0.14% +14K +625.6% $109.77 -0.4%
65 MRK MERCK & CO INC COM Healthcare 13,470.0 $1.7M 0.13% +792.0 +6.2% $128.50 +18.7%
66 PFE PFIZER INC COM Healthcare 71,828.0 $1.7M 0.13% +5K +7.3% $24.08 +16.6%
67 SCHF SCHWAB INTERNATIONAL EQUITY ETF 61,734.0 $1.7M 0.13% +7K +12.2% $27.70 +2.7%
68 UNP UNION PAC CORP COM Industrials 6,058.0 $1.6M 0.13% +103.0 +1.7% $272.00 +13.3%
69 IYE ISHARES U.S. ENERGY ETF 28,722.0 $1.6M 0.13% +2K +8.8% $56.59 +19.0%
70 VOO VANGUARD S&P 500 ETF 2,150.0 $1.5M 0.12% +1K +93.3% $686.81 +2.5%
71 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 55,316.0 $1.4M 0.11% +5K +10.9% $25.92 +23.2%
72 IWF ISHARES RUSSELL 1000 GROWTH ETF 11,485.0 $1.4M 0.11% +9K +290.4% $124.17 -1.4%
73 NVO NOVO-NORDISK A S ADR Healthcare 29,055.0 $1.4M 0.11% +5K +19.4% $47.94 -2.5%
74 VOE VANGUARD MID-CAP VALUE ETF 6,796.0 $1.3M 0.10% +1K +25.5% $197.60 +5.6%
75 IWB ISHARES RUSSELL 1000 ETF 3,055.0 $1.3M 0.10% +81.0 +2.7% $409.50 +2.5%
76 AVGO BROADCOM INC COM Technology 3,224.0 $1.2M 0.10% +86.0 +2.7% $377.75 -2.5%
77 LOW LOWES COS INC COM Consumer Cyclical 5,439.0 $1.2M 0.09% +100.0 +1.9% $220.49 -2.0%
78 NKE NIKE INC CL B Consumer Cyclical 27,322.0 $1.1M 0.09% +5K +22.2% $41.05 -0.7%
79 MGK VANGUARD MEGA CAP GROWTH ETF 12,390.0 $1.1M 0.09% +10K +400.0% $87.91 +1.2%
80 EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 13,130.0 $976K 0.08% +2K +13.0% $74.31 -2.8%
Page 4 of 6  ·  102 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 21.7%
Industrials 16.2%
Financial Services 14.2%
Healthcare 14.0%
Consumer Defensive 12.5%
Consumer Cyclical 11.5%
Communication Services 5.0%
Energy 1.9%
Utilities 1.6%
Basic Materials 0.8%