Heartwood Wealth Advisors LLC - Q22026 Holdings

Heartwood Wealth Advisors LLC holds 227 stocks with a total portfolio value of $ 1.29B as of Q22026. In Q22026, Heartwood Wealth Advisors LLC added 9 new positions, increased stakes in 109 stocks, reduced 43 holdings, and fully exited 5 positions. The largest holding is Vanguard Large-Cap Etf (VV), representing 10.07% of the total portfolio.