Heartwood Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Richmond, VA
CIK
0001794935
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 223 1,266,202 VV, VB, VEA, SCHE 13F-HR 10/5/2026 000179493526000014
Q2 2026 227 1,287,648 VV, VB, VEA, SCHE 13F-HR 7/17/2026 000179493526000012
Q1 2026 223 1,146,774 VV, VB, VEA, SCHE 13F-HR 4/7/2026 000179493526000011
Q4 2025 202 1,085,579 VV, VB, GDXJ, VEA 13F-HR 1/12/2026 000179493526000010
Q3 2025 631 1,071,620 VV, VB, VEA, GDXJ 13F-HR 10/6/2025 000179493525000007
Q2 2025 183 957,633 VV, VB, VEA, SCHE 13F-HR 7/8/2025 000179493525000005
Q1 2025 173 876,136 VV, VB, VEA, SCHE 13F-HR 4/21/2025 000179493525000003
Q4 2024 170 888,007 VV, VB, VEA, SCHE 13F-HR 1/10/2025 000179493525000002
Q3 2024 174 903,254 VV, VB, VEA, SCHE 13F-HR 10/7/2024 000179493524000006
Q2 2024 172 836,685 VV, VB, VEA, SCHE 13F-HR 7/9/2024 000179493524000004
Q1 2024 157 812,220 VV, VB, VEA, SCHE 13F-HR 4/2/2024 000179493524000003
Q4 2023 148 751,130 VV, VB, VEA, SCHE 13F-HR 1/17/2024 000179493524000002
Q3 2023 130 678,032 VV, VB, VEA, SCHE 13F-HR 10/17/2023 000179493523000006
Q2 2023 140 704,957 VV, VB, VEA, SCHE 13F-HR 7/19/2023 000179493523000005
Q1 2023 133 670,979 VV, VB, VEA, SCHE 13F-HR 4/14/2023 000179493523000004
Q4 2022 125 638,583 VV, VB, VEA, SCHE 13F-HR 1/12/2023 000179493523000003
Q3 2022 111 577,346 VV, VB, VEA, SCHE 13F-HR 10/25/2022 000179493522000005
Q2 2022 115 607,618 VV, VEA, VB, SCHE 13F-HR 7/25/2022 000179493522000004
Q1 2022 118 671,510 VV, VEA, VB, SCHE 13F-HR 4/26/2022 000179493522000003
Q4 2021 105 665,701 VV, VB, VEA, SCHE 13F-HR 1/12/2022 000179493522000001
Q3 2021 98 642,356 VV, VEA, VB, SCHE 13F-HR 10/12/2021 000179493521000005
Q2 2021 97 649,824 VV, VB, VEA, SCHE 13F-HR 7/21/2021 000179493521000004
Q1 2021 87 622,702 VV, VB, VEA, SCHE 13F-HR 4/19/2021 000179493521000003
Q4 2020 80 619,563 VB, VEA, VV, SCHE 13F-HR 1/26/2021 000179493521000001
Q3 2020 76 522,848 VV, VEA, VB, SCHE 13F-HR 10/28/2020 000179493520000005
Q2 2020 75 505,095 VV, VB, VEA, SCHE 13F-HR 8/5/2020 000179493520000004
Q1 2020 66 416,741 VEA, VV, VB, SCHE 13F-HR 5/4/2020 000179493520000003
Q4 2019 85 523,158 VEA, VV, VWO, VB 13F-HR 1/31/2020 000179493520000002