Heartwood Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
183
- Value ($000)
$957,633
- Date Filed07/08/2025
- Form type13F-HR
- CIK0001794935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD LARGE-CAP ETF | ETF | 922908637 | $100.48M | 11 % | 352,178 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $81.99M | 9 % | 345,967 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $50.51M | 5 % | 886,057 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $46.13M | 5 % | 1,530,631 | ||
GDXJ VANECK JUNIOR GOLD MINERS ETF | ETF | 92189F791 | $43.90M | 5 % | 649,506 | ||
VONE VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | $39.46M | 4 % | 140,494 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $38.22M | 4 % | 136,568 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $34.85M | 4 % | 261,397 | ||
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | $34.02M | 4 % | 711,039 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $25.30M | 3 % | 255,051 |
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