Heartwood Wealth Advisors LLC

Q1 2026 13F Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Value ($000)
$1,146,774
Num holdings
223
Date filed
4/7/2026
Form type
13F-HR
Prev filing
1/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type