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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHM SCHWAB U.S. MID-CAP ETF 24,845.0 $916K 0.07% +3K +16.1% $36.87 -1.9%
82 ILF ISHARES LATIN AMERICA 40 ETF 26,887.0 $907K 0.07% +3K +10.4% $33.75 +2.8%
83 INDA ISHARES MSCI INDIA ETF 16,840.0 $832K 0.07% +2K +16.1% $49.39 +0.5%
84 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 7,228.0 $739K 0.06% +102.0 +1.4% $102.30 -4.4%
85 SCHK SCHWAB 1000 INDEX ETF 19,817.0 $715K 0.06% +4K +27.2% $36.06 +2.5%
86 META META PLATFORMS INC CL A Communication Services 1,223.0 $689K 0.05% +113.0 +10.2% $563.29 -2.4%
87 UBER UBER TECHNOLOGIES INC COM Technology 8,252.0 $595K 0.05% +1K +19.7% $72.16 +9.2%
88 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 6,035.0 $593K 0.05% +2K +52.9% $98.30 -0.2%
89 ETN EATON CORP PLC SHS Industrials 1,344.0 $573K 0.04% +290.0 +27.5% $426.12 -1.6%
90 SOXX ISHARES SEMICONDUCTOR ETF 866.0 $555K 0.04% +23.0 +2.7% $640.76 -18.8%
91 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 2,733.0 $487K 0.04% +3K +2362.2% $178.24 +17.6%
92 LLY ELI LILLY & CO COM Healthcare 392.0 $470K 0.04% +10.0 +2.6% $1199.43 +4.6%
93 MTB M & T BK CORP COM Financial Services 1,845.0 $439K 0.03% +675.0 +57.7% $238.01 +1.0%
94 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 2,809.0 $431K 0.03% +460.0 +19.6% $153.42 -2.5%
95 MKL MARKEL GROUP INC COM Financial Services 220.0 $430K 0.03% +26.0 +13.4% $1953.01 -8.1%
96 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 3,514.0 $412K 0.03% +628.0 +21.8% $117.33 +1.3%
97 EFG ISHARES MSCI EAFE GROWTH ETF 3,227.0 $402K 0.03% +294.0 +10.0% $124.42 +1.0%
98 NSC NORFOLK SOUTHN CORP COM Industrials 1,204.0 $379K 0.03% +283.0 +30.7% $314.59 +11.5%
99 SPSK SP FUNDS DOW JONES GLOBAL SUKUK ETF 20,788.0 $374K 0.03% +1K +7.2% $18.01 -0.6%
100 VTWG VANGUARD RUSSELL 2000 GROWTH ETF 1,294.0 $372K 0.03% +263.0 +25.5% $287.68 -1.7%
Page 5 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%