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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 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYE ISHARES U.S. ENERGY ETF 28,722.0 $1.6M 0.13% +2K +8.8% $56.59 +19.0%
82 VOO VANGUARD S&P 500 ETF 2,150.0 $1.5M 0.12% +1K +93.3% $686.81 +2.5%
83 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 13,868.0 $1.5M 0.12% $106.47 -0.2%
84 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 55,316.0 $1.4M 0.11% +5K +10.9% $25.92 +23.2%
85 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,938.0 $1.4M 0.11% $736.40 -3.1%
86 IWF ISHARES RUSSELL 1000 GROWTH ETF 11,485.0 $1.4M 0.11% +9K +290.4% $124.17 -1.4%
87 NVO NOVO-NORDISK A S ADR Healthcare 29,055.0 $1.4M 0.11% +5K +19.4% $47.94 -2.5%
88 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 8,514.0 $1.4M 0.10% $158.66 +10.1%
89 VOE VANGUARD MID-CAP VALUE ETF 6,796.0 $1.3M 0.10% +1K +25.5% $197.60 +5.6%
90 MUB ISHARES NATIONAL MUNI BOND ETF 11,879.0 $1.3M 0.10% $107.62 -2.1%
91 AMAT APPLIED MATLS INC COM Technology 1,768.0 $1.3M 0.10% -100.0 -5.3% $723.00 -31.9%
92 V VISA INC COM CL A Financial Services 3,714.0 $1.3M 0.10% -81.0 -2.1% $343.09 +8.1%
93 IWM ISHARES RUSSELL 2000 ETF 4,186.0 $1.3M 0.10% -75.0 -1.8% $300.45 -0.2%
94 IWB ISHARES RUSSELL 1000 ETF 3,055.0 $1.3M 0.10% +81.0 +2.7% $409.50 +2.5%
95 AVGO BROADCOM INC COM Technology 3,224.0 $1.2M 0.10% +86.0 +2.7% $377.75 -2.5%
96 LOW LOWES COS INC COM Consumer Cyclical 5,439.0 $1.2M 0.09% +100.0 +1.9% $220.49 -2.0%
97 VGT VANGUARD INFORMATION TECHNOLOGY ETF 10,008.0 $1.2M 0.09% NEW $119.52 -0.9%
98 VOT VANGUARD MID-CAP GROWTH ETF 3,878.0 $1.2M 0.09% -127.0 -3.2% $306.30 -0.3%
99 EXXONMOBIL HOLDINGS CORP COM SHS 8,454.0 $1.2M 0.09% NEW $136.72
100 DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF 24,906.0 $1.1M 0.09% $45.96 +4.8%
Page 5 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%