Heartwood Wealth Advisors LLC

Q3 2025 13F Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Value ($000)
$1,071,620
Num holdings
631
Date filed
10/6/2025
Form type
13F-HR
Prev filing
7/8/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type