Heartwood Wealth Advisors LLC - Portfolio Stock Holdings
Heartwood Wealth Advisors LLC disclosed 232 stock positions in a recent SEC 13F filing. $1,266,200,635 of stock holdings were filed, with the largest holdings including VV, VB, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,548,607,424 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
232Est. Stock Holding Value:
$1,266,200,635Top Stock Holdings By Sector
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Portfolio Stock Holdings - Heartwood Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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