Heartwood Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
631
- Value ($000)
$1,071,620
- Date Filed 10/06/2025
- Form type13F-HR
- CIK 0001794935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD LARGE-CAP ETF | ETF | 922908637 | $109.20M | 10 % | 354,707 | ||
V VANGUARD SMALL-CAP ETF | ETF | 922908751 | $88.76M | 8 % | 349,079 | ||
V VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $53.43M | 5 % | 891,654 | ||
G VANECK JUNIOR GOLD MINERS ETF | ETF | 92189F791 | $51.99M | 5 % | 524,950 | ||
S SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $51.43M | 5 % | 1,541,281 | ||
V VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | $42.45M | 4 % | 140,408 | ||
V VANGUARD MID-CAP ETF | ETF | 922908629 | $40.83M | 4 % | 138,990 | ||
R INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | $37.71M | 4 % | 723,596 | ||
V VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $37.30M | 4 % | 264,618 | ||
U GLOBAL X URANIUM ETF | ETF | 37954Y871 | $30.25M | 3 % | 634,629 |
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