Heartwood Wealth Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationrichmond, VA
- CIK0001794935
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
202 | $1.09B | VV, VB, GDXJ, VEA | 13F-HR | Jan 12, 2026 | 000179493526000010 | ||
631 | $1.07B | VV, VB, VEA, GDXJ | 13F-HR | Oct 6, 2025 | 000179493525000007 | ||
183 | $957.63M | VV, VB, VEA, SCHE | 13F-HR | Jul 8, 2025 | 000179493525000005 | ||
173 | $876.14M | VV, VB, VEA, SCHE | 13F-HR | Apr 21, 2025 | 000179493525000003 | ||
170 | $888.01M | VV, VB, VEA, SCHE | 13F-HR | Jan 10, 2025 | 000179493525000002 | ||
174 | $903.25M | VV, VB, VEA, SCHE | 13F-HR | Oct 7, 2024 | 000179493524000006 | ||
172 | $836.69M | VV, VB, VEA, SCHE | 13F-HR | Jul 9, 2024 | 000179493524000004 | ||
157 | $812.22M | VV, VB, VEA, SCHE | 13F-HR | Apr 2, 2024 | 000179493524000003 | ||
148 | $751.13M | VV, VB, VEA, SCHE | 13F-HR | Jan 17, 2024 | 000179493524000002 | ||
130 | $678.03M | VV, VB, VEA, SCHE | 13F-HR | Oct 17, 2023 | 000179493523000006 | ||
140 | $704.96M | VV, VB, VEA, SCHE | 13F-HR | Jul 19, 2023 | 000179493523000005 | ||
133 | $670.98M | VV, VB, VEA, SCHE | 13F-HR | Apr 14, 2023 | 000179493523000004 | ||
125 | $638.58M | VV, VB, VEA, SCHE | 13F-HR | Jan 12, 2023 | 000179493523000003 | ||
111 | $577.35M | VV, VB, VEA, SCHE | 13F-HR | Oct 25, 2022 | 000179493522000005 | ||
115 | $607.62M | VV, VEA, VB, SCHE | 13F-HR | Jul 25, 2022 | 000179493522000004 | ||
118 | $671.51M | VV, VEA, VB, SCHE | 13F-HR | Apr 26, 2022 | 000179493522000003 | ||
105 | $665.7M | VV, VB, VEA, SCHE | 13F-HR | Jan 12, 2022 | 000179493522000001 | ||
98 | $642.36M | VV, VEA, VB, SCHE | 13F-HR | Oct 12, 2021 | 000179493521000005 | ||
97 | $650.42M | VV, VB, VEA, SCHE | 13F-HR | Jul 21, 2021 | 000179493521000004 | ||
87 | $622.7M | VV, VB, VEA, SCHE | 13F-HR | Apr 19, 2021 | 000179493521000003 | ||
80 | $619.56M | VB, VEA, VV, SCHE | 13F-HR | Jan 26, 2021 | 000179493521000001 | ||
76 | $522.85M | VV, VEA, VB, SCHE | 13F-HR | Oct 28, 2020 | 000179493520000005 | ||
75 | $505.1M | VV, VB, VEA, SCHE | 13F-HR | Aug 5, 2020 | 000179493520000004 | ||
66 | $416.74M | VEA, VV, VB, SCHE | 13F-HR | May 4, 2020 | 000179493520000003 | ||
85 | $523.16M | VEA, VV, VWO, VB | 13F-HR | Jan 31, 2020 | 000179493520000002 |