SEC Form 13F

Heartwood Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$1,287,647,708
Positions227

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD LARGE-CAP ETFVVETF$129,690,868377,107
VANGUARD SMALL-CAP ETFVBETF$116,189,533383,312
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$61,541,048863,734
SCHWAB EMERGING MARKETS EQUITY ETFSCHEETF$55,066,9741,518,670
VANGUARD RUSSELL 1000 ETFVONEETF$50,943,488150,400
VANGUARD MID-CAP ETFVOETF$49,923,992619,635
INVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIVETF$44,305,504763,888
VANGUARD HIGH DIVIDEND YIELD INDEX ETFVYMETF$43,897,731277,781
ISHARES S&P SMALL-CAP 600 GROWTH ETFIJTETF$35,219,206197,196
ISHARES S&P SMALL-CAP 600 VALUE ETFIJSETF$33,683,009246,437

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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