Heartwood Wealth Advisors LLC - Q32026 Holdings

Heartwood Wealth Advisors LLC holds 223 stocks with a total portfolio value of $ 1.27B as of Q32026. In Q32026, Heartwood Wealth Advisors LLC added 5 new positions, increased stakes in 92 stocks, reduced 50 holdings, and fully exited 9 positions. The largest holding is Vanguard Morningstar Large-Cap Etf (VV), representing 10.45% of the total portfolio.