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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 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FNF FIDELITY NATL FINL INC COM SHS Financial Services 4,802.0 $226K 0.02% $47.16 +0.3%
222 AFL AFLAC INC COM Financial Services 1,906.0 $223K 0.02% $117.25 -1.0%
223 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 746.0 $219K 0.02% -50.0 -6.3% $293.18 +4.1%
224 J JACOBS SOLUTIONS INC COM Industrials 1,726.0 $217K 0.02% -58.0 -3.2% $126.00 +19.1%
225 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2,587.0 $214K 0.02% NEW $82.84 -1.5%
226 DIS DISNEY WALT CO COM Communication Services 2,225.0 $214K 0.02% -294.0 -11.7% $96.25 +12.0%
227 TEL TE CONNECTIVITY PLC ORD SHS Technology 1,022.0 $206K 0.02% $201.61 +1.0%
Page 12 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%