BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 META META PLATFORMS INC CL A Communication Services 1,223.0 $689K 0.05% +113.0 +10.2% $563.29 -2.4%
122 VTI VANGUARD TOTAL STOCK MARKET ETF 1,860.0 $688K 0.05% $370.04 +2.2%
123 DVY ISHARES SELECT DIVIDEND ETF 4,377.0 $684K 0.05% $156.30 +5.0%
124 CMI CUMMINS INC COM Industrials 952.0 $679K 0.05% $713.21 -17.6%
125 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 13,095.0 $663K 0.05% $50.60 -1.6%
126 ORCL ORACLE CORP COM Technology 4,405.0 $646K 0.05% $146.55 -0.1%
127 CW CURTISS WRIGHT CORP COM Industrials 850.0 $644K 0.05% $757.76 -16.2%
128 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 13,178.0 $638K 0.05% $48.43 -1.6%
129 PEP PEPSICO INC COM Consumer Defensive 4,710.0 $638K 0.05% -31.0 -0.7% $135.40 +6.0%
130 NEE NEXTERA ENERGY INC COM Utilities 7,023.0 $616K 0.05% $87.77 -4.7%
131 UBER UBER TECHNOLOGIES INC COM Technology 8,252.0 $595K 0.05% +1K +19.7% $72.16 +9.2%
132 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 6,035.0 $593K 0.05% +2K +52.9% $98.30 -0.2%
133 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 3,830.0 $591K 0.05% $154.30 +2.4%
134 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 4,077.0 $578K 0.04% $141.89 +3.0%
135 ETN EATON CORP PLC SHS Industrials 1,344.0 $573K 0.04% +290.0 +27.5% $426.12 -1.6%
136 VDE VANGUARD ENERGY ETF 3,810.0 $572K 0.04% -90.0 -2.3% $150.13 +19.6%
137 RTX RTX CORPORATION COM Industrials 2,944.0 $559K 0.04% $189.73 +10.6%
138 SOXX ISHARES SEMICONDUCTOR ETF 866.0 $555K 0.04% +23.0 +2.7% $640.76 -18.8%
139 VT VANGUARD TOTAL WORLD STOCK ETF 3,177.0 $499K 0.04% $156.95 +2.4%
140 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 6,184.0 $489K 0.04% $79.03 -0.6%
Page 7 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%