Heartwood Wealth Advisors LLC - Q42025 Holdings

Heartwood Wealth Advisors LLC holds 202 stocks with a total portfolio value of $ 1.09B as of Q42025. In Q42025, Heartwood Wealth Advisors LLC added 1 new position, increased stakes in 96 stocks, reduced 45 holdings, and fully exited 430 positions. The largest holding is Vanguard Large-Cap Etf (VV), representing 10.38% of the total portfolio.