Heartwood Wealth Advisors LLC — 13F holdings

Heartwood Wealth Advisors LLC reported 223 holdings worth $1.27B in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

  1. VV VANGUARD INDEX FDS — $132M (10.5%)
  2. VB VANGUARD INDEX FDS — $109M (8.6%)
  3. VEA VANGUARD TAX-MANAGED FDS — $60.9M (4.8%)
  4. SCHE SCHWAB STRATEGIC TR — $55.3M (4.4%)
  5. VONE VANGUARD SCOTTSDALE FDS — $51.5M (4.1%)
  6. VO VANGUARD INDEX FDS — $48.5M (3.8%)
  7. RDIV INVESCO EXCH TRADED FD TR II — $43.6M (3.4%)
  8. VYM VANGUARD WHITEHALL FDS — $43.1M (3.4%)
  9. GDXJ VANECK ETF TRUST — $35.0M (2.8%)
  10. IJT ISHARES TR — $31.5M (2.5%)