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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 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 6,366.0 $334K 0.03% $52.41 -0.6%
182 GEV GE VERNOVA INC COM Utilities 280.0 $329K 0.03% -2.0 -0.7% $1174.86 -18.6%
183 SLV ISHARES SILVER TRUST Financial Services 6,103.0 $326K 0.03% $53.47 +17.3%
184 FSS FEDERAL SIGNAL CORP COM Industrials 2,500.0 $321K 0.03% $128.49 -4.7%
185 COF CAPITAL ONE FINL CORP COM Financial Services 1,599.0 $321K 0.03% $200.62 +8.6%
186 GD GENERAL DYNAMICS CORP COM Industrials 896.0 $317K 0.03% $354.24 +8.5%
187 WSO WATSCO INC COM Industrials 761.0 $317K 0.03% $416.73 -25.1%
188 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 3,277.0 $313K 0.02% $95.62 +3.8%
189 IEFA ISHARES CORE MSCI EAFE ETF 3,233.0 $312K 0.02% $96.58 +4.4%
190 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 2,980.0 $302K 0.02% $101.31 -0.5%
191 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,334.0 $299K 0.02% -30.0 -2.2% $223.95 +25.4%
192 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 2,700.0 $298K 0.02% $110.27 -0.6%
193 LAMR LAMAR ADVERTISING CO CL A Real Estate 1,904.0 $297K 0.02% $155.98 -3.3%
194 XYL XYLEM INC COM Industrials 2,497.0 $295K 0.02% -200.0 -7.4% $118.21 -4.1%
195 GDX VANECK GOLD MINERS ETF 3,909.0 $295K 0.02% -283.0 -6.8% $75.45 +36.3%
196 NUE NUCOR CORP COM Basic Materials 1,310.0 $292K 0.02% $222.75 +9.4%
197 SCHH SCHWAB U.S. REIT ETF 12,285.0 $291K 0.02% +2K +16.9% $23.68 +1.5%
198 TSLA TESLA INC COM Consumer Cyclical 688.0 $289K 0.02% -37.0 -5.1% $420.60 -13.7%
199 RWR STATE STREET SPDR DOW JONES REIT ETF 2,533.0 $286K 0.02% $112.97 +1.3%
200 CSX CSX CORP COM Industrials 6,005.0 $285K 0.02% $47.53 +8.5%
Page 10 of 12  ·  227 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%