Heartwood Wealth Advisors LLC

Q2 2026 13F Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Value ($000)
$1,287,648
Num holdings
227
Date filed
7/17/2026
Form type
13F-HR
Prev filing
4/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type