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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 6 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NKE NIKE INC CL B Consumer Cyclical 27,322.0 $1.1M 0.09% +5K +22.2% $41.05 -0.7%
102 MGK VANGUARD MEGA CAP GROWTH ETF 12,390.0 $1.1M 0.09% +10K +400.0% $87.91 +1.2%
103 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 9,234.0 $1.1M 0.08% -831.0 -8.3% $117.50 -1.7%
104 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,151.0 $1.1M 0.08% -137.0 -10.6% $935.48 +1.3%
105 WMT WALMART INC COM Consumer Defensive 8,959.0 $1.0M 0.08% $113.26 -8.4%
106 PCEF INVESCO CEF INCOME COMPOSITE ETF 48,846.0 $992K 0.08% $20.31 +0.2%
107 IVV ISHARES CORE S&P 500 ETF 1,320.0 $989K 0.08% $748.89 +2.7%
108 EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 13,130.0 $976K 0.08% +2K +13.0% $74.31 -2.8%
109 VBK VANGUARD SMALL-CAP GROWTH ETF 2,560.0 $936K 0.07% $365.70 -1.9%
110 SCHM SCHWAB U.S. MID-CAP ETF 24,845.0 $916K 0.07% +3K +16.1% $36.87 -1.9%
111 ILF ISHARES LATIN AMERICA 40 ETF 26,887.0 $907K 0.07% +3K +10.4% $33.75 +2.8%
112 IWD ISHARES RUSSELL 1000 VALUE ETF 3,587.0 $870K 0.07% -32.0 -0.9% $242.43 +6.1%
113 CSCO CISCO SYS INC COM Technology 7,185.0 $844K 0.07% $117.46 -5.5%
114 AMD ADVANCED MICRO DEVICES INC COM Technology 1,450.0 $842K 0.07% $580.91 -18.5%
115 HWM HOWMET AEROSPACE INC COM Industrials 3,113.0 $837K 0.07% $268.86 +1.0%
116 INDA ISHARES MSCI INDIA ETF 16,840.0 $832K 0.07% +2K +16.1% $49.39 +0.5%
117 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,443.0 $804K 0.06% $180.91 +4.0%
118 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 7,228.0 $739K 0.06% +102.0 +1.4% $102.30 -4.4%
119 SCHK SCHWAB 1000 INDEX ETF 19,817.0 $715K 0.06% +4K +27.2% $36.06 +2.5%
120 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 8,134.0 $695K 0.05% $85.49 +2.6%
Page 6 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%