Heartwood Wealth Advisors LLC - Portfolio overview

Heartwood Wealth Advisors LLC has 646 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD LARGE-CAP ETF, 9.38%
2. VB - VANGUARD SMALL-CAP ETF, 8.37%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 4.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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