Heartwood Wealth Advisors LLC - Q12026 Holdings

Heartwood Wealth Advisors LLC holds 223 stocks with a total portfolio value of $ 1.15B as of Q12026. In Q12026, Heartwood Wealth Advisors LLC added 28 new positions, increased stakes in 89 stocks, reduced 58 holdings, and fully exited 7 positions. The largest holding is Vanguard Large-Cap Etf (VV), representing 9.50% of the total portfolio.