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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 419,956.0 $26.4M 2.05% -107K -20.2% $62.88 -9.4%
2 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 21,162.0 $4.0M 0.31% -131.0 -0.6% $190.52 -3.8%
3 BERKSHIRE HATHAWAY INC DEL CL B NEW 7,939.0 $4.0M 0.31% -106.0 -1.3% $500.39
4 GOOGL ALPHABET INC CAP STK CL A Communication Services 10,842.0 $3.9M 0.30% -81.0 -0.7% $357.37 -3.5%
5 JPM JPMORGAN CHASE & CO COM Financial Services 7,210.0 $2.4M 0.18% -94.0 -1.3% $327.33 +7.4%
6 PWR QUANTA SVCS INC COM Industrials 2,754.0 $2.0M 0.15% -49.0 -1.8% $720.04 -11.2%
7 AMAT APPLIED MATLS INC COM Technology 1,768.0 $1.3M 0.10% -100.0 -5.3% $723.00 -31.9%
8 V VISA INC COM CL A Financial Services 3,714.0 $1.3M 0.10% -81.0 -2.1% $343.09 +8.1%
9 IWM ISHARES RUSSELL 2000 ETF 4,186.0 $1.3M 0.10% -75.0 -1.8% $300.45 -0.2%
10 VOT VANGUARD MID-CAP GROWTH ETF 3,878.0 $1.2M 0.09% -127.0 -3.2% $306.30 -0.3%
11 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 9,234.0 $1.1M 0.08% -831.0 -8.3% $117.50 -1.7%
12 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,151.0 $1.1M 0.08% -137.0 -10.6% $935.48 +1.3%
13 IWD ISHARES RUSSELL 1000 VALUE ETF 3,587.0 $870K 0.07% -32.0 -0.9% $242.43 +6.1%
14 PEP PEPSICO INC COM Consumer Defensive 4,710.0 $638K 0.05% -31.0 -0.7% $135.40 +6.0%
15 VDE VANGUARD ENERGY ETF 3,810.0 $572K 0.04% -90.0 -2.3% $150.13 +19.6%
16 DE DEERE & CO COM Industrials 711.0 $451K 0.04% -98.0 -12.1% $634.33 +2.1%
17 IJH ISHARES CORE S&P MID-CAP ETF 5,293.0 $408K 0.03% -511.0 -8.8% $77.11 -0.4%
18 IWO ISHARES RUSSELL 2000 GROWTH ETF 995.0 $392K 0.03% -40.0 -3.9% $393.96 -1.7%
19 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,645.0 $391K 0.03% -287.0 -9.8% $147.73 +0.9%
20 MO ALTRIA GROUP INC COM Consumer Defensive 5,391.0 $388K 0.03% -41.0 -0.8% $71.95 -8.1%
Page 1 of 2  ·  34 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%