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Heartwood Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    223

  • Value ($000)

    $1,146,774

  • Date Filed
    04/07/2026
  • Form type
    13F-HR
  • CIK
    0001794935
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VV

VANGUARD LARGE-CAP ETF

ETF
922908637
$108.94M
10 %

364,547

V
VB

VANGUARD SMALL-CAP ETF

ETF
922908751
$97.21M
9 %

371,133

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$53.33M
5 %

832,286

S
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
808524706
$48.49M
4 %

1,471,629

V
VONE

VANGUARD RUSSELL 1000 ETF

ETF
92206C730
$43.11M
4 %

146,084

V
VO

VANGUARD MID-CAP ETF

ETF
922908629
$42.73M
4 %

148,780

R
RDIV

INVESCO S&P ULTRA DIVIDEND REVENUE ETF

ETF
46138G656
$41.18M
4 %

739,810

V
VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

ETF
921946406
$39.83M
4 %

268,922

G
GDXJ

VANECK JUNIOR GOLD MINERS ETF

ETF
92189F791
$35.79M
3 %

298,166

A
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$29.9M
3 %

301,214

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