Heartwood Wealth Advisors LLC: 13F holdings
CIK 17949352026Q2
| Positions | 227 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 227 (+4 vs prior quarter) |
|---|
| Reported value | $1.3bn (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD LARGE-CAP ETF | 377,107 | $129.7m | 10.1% |
| VB VANGUARD SMALL-CAP ETF | 383,312 | $116.2m | 9.0% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 863,734 | $61.5m | 4.8% |
| SCHE SCHWAB EMERGING MARKETS EQUITY ETF | 1,518,670 | $55.1m | 4.3% |
| VONE VANGUARD RUSSELL 1000 ETF | 150,400 | $50.9m | 4.0% |
| VO VANGUARD MID-CAP ETF | 619,635 | $49.9m | 3.9% |
| RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 763,888 | $44.3m | 3.4% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 277,781 | $43.9m | 3.4% |
| IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF | 197,196 | $35.2m | 2.7% |
| IJS ISHARES S&P SMALL-CAP 600 VALUE ETF | 246,437 | $33.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1794935")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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