Heartwood Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
202
- Value ($000)
$1,085,579
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001794935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETF | ETF | 922908637 | $112.65M | 10 % | 357,852 | ||
VANGUARD SMALL-CAP ETF | ETF | 922908751 | $91.04M | 8 % | 352,930 | ||
VANECK JUNIOR GOLD MINERS ETF | ETF | 92189F791 | $59.39M | 6 % | 521,972 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $56.31M | 5 % | 901,342 | ||
SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $50.73M | 5 % | 1,548,972 | ||
VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | $43.3M | 4 % | 140,104 | ||
VANGUARD MID-CAP ETF | ETF | 922908629 | $40.69M | 4 % | 140,195 | ||
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $38.44M | 4 % | 267,804 | ||
INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | $38.36M | 4 % | 737,112 | ||
GLOBAL X URANIUM ETF | ETF | 37954Y871 | $27.04M | 3 % | 632,853 |
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