§ 13F · FUND PROFILE
Heartwood Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $957.6T (13F)Positions · 183Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$208.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | 358K | $112.7T | 10.4% | +1% |
| 2 | VB | VANGUARD SMALL-CAP ETF | 353K | $91.0T | 8.4% | +1% |
| 3 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | 522K | $59.4T | 5.5% | −1% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 901K | $56.3T | 5.2% | +1% |
| 5 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 1.55M | $50.7T | 4.7% | ±0% |
| 6 | VONE | VANGUARD RUSSELL 1000 ETF | 140K | $43.3T | 4.0% | ±0% |
| 7 | VO | VANGUARD MID-CAP ETF | 140K | $40.7T | 3.7% | +1% |
| 8 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 268K | $38.4T | 3.5% | +1% |
| 9 | RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 737K | $38.4T | 3.5% | +2% |
| 10 | URA | GLOBAL X URANIUM ETF | 633K | $27.0T | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEARTWOOD SIGNAL
AC read
Heartwood Wealth Advisors LLC is a Other fund managing $957633.0 trillion in assets. The fund runs a portfolio of 183 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed