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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 8 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 2,733.0 $487K 0.04% +3K +2362.2% $178.24 +17.6%
142 FTCS FIRST TRUST CAPITAL STRENGTH ETF 5,160.0 $485K 0.04% $93.92 +8.1%
143 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 688.0 $484K 0.04% $703.34 -0.5%
144 LLY ELI LILLY & CO COM Healthcare 392.0 $470K 0.04% +10.0 +2.6% $1199.43 +4.6%
145 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,809.0 $461K 0.04% $164.27 +2.3%
146 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 4,528.0 $456K 0.04% NEW $100.67 -0.0%
147 DE DEERE & CO COM Industrials 711.0 $451K 0.04% -98.0 -12.1% $634.33 +2.1%
148 TJX TJX COS INC NEW COM Consumer Cyclical 2,942.0 $446K 0.04% $151.50 -7.3%
149 SDY STATE STREET SPDR S&P DIVIDEND ETF 2,910.0 $443K 0.03% $152.18 +4.1%
150 MTB M & T BK CORP COM Financial Services 1,845.0 $439K 0.03% +675.0 +57.7% $238.01 +1.0%
151 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,302.0 $437K 0.03% $82.34 +0.8%
152 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 2,809.0 $431K 0.03% +460.0 +19.6% $153.42 -2.5%
153 MKL MARKEL GROUP INC COM Financial Services 220.0 $430K 0.03% +26.0 +13.4% $1953.01 -8.1%
154 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,876.0 $429K 0.03% $87.88 +2.6%
155 CL COLGATE PALMOLIVE CO COM Consumer Defensive 4,626.0 $424K 0.03% $91.68 -0.7%
156 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 3,514.0 $412K 0.03% +628.0 +21.8% $117.33 +1.3%
157 IJH ISHARES CORE S&P MID-CAP ETF 5,293.0 $408K 0.03% -511.0 -8.8% $77.11 -0.4%
158 EFG ISHARES MSCI EAFE GROWTH ETF 3,227.0 $402K 0.03% +294.0 +10.0% $124.42 +1.0%
159 BAC BANK OF AMER CORP COM Financial Services 6,894.0 $393K 0.03% $56.98 +8.3%
160 IWO ISHARES RUSSELL 2000 GROWTH ETF 995.0 $392K 0.03% -40.0 -3.9% $393.96 -1.7%
Page 8 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%