account_balance
Investment manager · 13F filer · SEC CIK 1794935
Heartwood Wealth Advisors LLC
Reported value$1.27Bas of Sep 30, 2026
Positions223 5 new, 9 sold out
Top 10 weight48.2%VV alone is 10%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Morningstar Large-Cap ETF
10.5%
VBVanguard Morningstar Small-Cap ETF
8.6%
VEAVanguard Ftse Developed Markets ETF
4.8%
SCHESchwab Emerging Markets Equity ETF
4.4%
VONEVanguard Russell 1000 ETF
4.1%
VOVanguard Morningstar Mid-Cap ETF
3.8%
RDIVInvesco S&P Ultra Dividend Revenue ETF
3.4%
VYMVanguard High Dividend Yield Index ETF
3.4%
GDXJVaneck Junior Gold Miners ETF
2.8%
IJTiShares S&P Small-Cap 600 Growth ETF
2.5%
IJSiShares S&P Small-Cap 600 Value ETF
2.5%
AGGiShares Core U.S. Aggregate Bond ETF
2.3%Added +2%
VVVanguard Morningstar Large-Cap ETF
10.5%
VBVanguard Morningstar Small-Cap ETF
8.6%
VEAVanguard Ftse Developed Markets ETF
4.8%
SCHESchwab Emerging Markets Equity ETF
4.4%
VONEVanguard Russell 1000 ETF
4.1%
VOVanguard Morningstar Mid-Cap ETF
3.8%
RDIVInvesco S&P Ultra Dividend Revenue ETF
3.4%
VYMVanguard High Dividend Yield Index ETF
3.4%
GDXJVaneck Junior Gold Miners ETF
2.8%
IJT2.5%
IJS2.5%
AGG2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Morningstar Large-Cap ETF 10.5% Held
VB Vanguard Morningstar Small-Cap ETF 8.6% Held
VEA Vanguard Ftse Developed Markets ETF 4.8% Held
SCHE Schwab Emerging Markets Equity ETF 4.4% Held
VONE Vanguard Russell 1000 ETF 4.1% Held
VO Vanguard Morningstar Mid-Cap ETF 3.8% Held
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.4% Held
VYM Vanguard High Dividend Yield Index ETF 3.4% Held
GDXJ Vaneck Junior Gold Miners ETF 2.8% Held
IJT iShares S&P Small-Cap 600 Growth ETF 2.5% Held
IJS iShares S&P Small-Cap 600 Value ETF 2.5% Held
AGG iShares Core U.S. Aggregate Bond ETF 2.3% Added +2%
What changed
Biggest moves since Jun 30, 2026
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