Notify me when Heartwood Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 631 | $1,071,620,090 | +$57,458,635 | -$22,707,370 | +$34,751,265 | VV, VB, VEA, GDXJ, SCHE | 13F-HR | 06 Oct 2025, 15:07 |
| Q2 2025 | 183 | $957,633,000 | +$21,223,683 | -$5,708,334 | +$15,515,349 | VV, VB, VEA, SCHE, GDXJ | 13F-HR | 08 Jul 2025, 11:27 |
| Q1 2025 | 173 | $876,135,530 | +$62,651,610 | -$69,964,867 | -$7,313,257 | VV, VB, VEA, SCHE, GDXJ | 13F-HR | 21 Apr 2025, 13:21 |
| Q4 2024 | 170 | $888,007,051 | +$9,206,146 | -$4,105,275 | +$5,100,871 | VV, VB, VEA, SCHE, VO | 13F-HR | 10 Jan 2025, 14:09 |
| Q3 2024 | 174 | $903,253,879 | +$35,471,306 | -$23,735,108 | +$11,736,198 | VV, VB, VEA, SCHE, VO | 13F-HR | 07 Oct 2024, 14:48 |
| Q2 2024 | 172 | $836,685,262 | +$25,973,528 | -$1,521,075 | +$24,452,453 | VV, VB, VEA, SCHE, VO | 13F-HR | 09 Jul 2024, 16:09 |
| Q1 2024 | 157 | $812,220,239 | +$91,710,058 | -$66,156,896 | +$25,553,162 | VV, VB, VEA, SCHE, VO | 13F-HR | 02 Apr 2024, 15:03 |
| Q4 2023 | 148 | $751,130,107 | +$99,623,578 | -$84,895,010 | +$14,728,568 | VV, VB, VEA, SCHE, VO | 13F-HR | 17 Jan 2024, 15:00 |
| Q3 2023 | 130 | $678,032,351 | +$11,275,103 | -$13,143,690 | -$1,868,587 | VV, VB, VEA, SCHE, VO | 13F-HR | 17 Oct 2023, 13:34 |
| Q2 2023 | 140 | $704,956,715 | +$42,762,013 | -$23,829,710 | +$18,932,303 | VV, VB, VEA, SCHE, VO | 13F-HR | 19 Jul 2023, 14:14 |
| Q1 2023 | 133 | $670,978,878 | +$37,347,993 | -$28,658,821 | +$8,689,172 | VV, VB, VEA, SCHE, VO | 13F-HR | 14 Apr 2023, 11:13 |
| Q4 2022 | 125 | $638,582,844 | +$88,171,496 | -$69,277,065 | +$18,894,431 | VV, VB, VEA, SCHE, VO | 13F-HR | 12 Jan 2023, 12:18 |
| Q3 2022 | 111 | $577,346,000 | +$50,175,284 | -$43,794,537 | +$6,380,747 | VV, VB, VEA, SCHE, VO | 13F-HR | 25 Oct 2022, 10:47 |
| Q2 2022 | 115 | $607,618,000 | +$73,343,021 | -$59,044,905 | +$14,298,116 | VV, VEA, VB, SCHE, SPYD | 13F-HR | 25 Jul 2022, 14:23 |
| Q1 2022 | 118 | $660,352,000 | +$62,841,445 | -$39,439,649 | +$23,401,796 | VV, VEA, VB, SCHE, VO | 13F-HR | 26 Apr 2022, 12:58 |
| Q4 2021 | 105 | $665,701,000 | +$30,365,173 | -$30,415,830 | -$50,657 | VV, VB, VEA, SCHE, VO | 13F-HR | 12 Jan 2022, 11:13 |
| Q3 2021 | 98 | $642,356,000 | +$26,741,872 | -$19,258,196 | +$7,483,676 | VV, VEA, VB, SCHE, VO | 13F-HR | 12 Oct 2021, 14:15 |
| Q2 2021 | 96 | $649,824,000 | +$47,014,819 | -$48,395,666 | -$1,380,847 | VV, VB, VEA, SCHE, VO | 13F-HR | 21 Jul 2021, 16:04 |
| Q1 2021 | 87 | $622,702,000 | +$56,970,586 | -$82,026,698 | -$25,056,112 | VV, VB, VEA, SCHE, VO | 13F-HR | 19 Apr 2021, 14:15 |
| Q4 2020 | 80 | $619,563,000 | +$46,902,621 | -$10,966,769 | +$35,935,852 | VB, VEA, VV, SCHE, VO | 13F-HR | 26 Jan 2021, 13:36 |
| Q3 2020 | 76 | $522,848,000 | +$13,641,393 | -$37,898,356 | -$24,256,963 | VV, VEA, VB, SCHE, SPAB | 13F-HR | 28 Oct 2020, 07:16 |
| Q2 2020 | 75 | $318,858,000 | +$35,259,492 | -$2,397,912 | +$32,861,580 | VB, VEA, SCHE, SPAB, VUG | 13F-HR | 05 Aug 2020, 09:06 |
| Q1 2020 | 66 | $416,741,000 | +$79,672,240 | -$99,467,631 | -$19,795,391 | VEA, VV, VB, SCHE, SPAB | 13F-HR | 04 May 2020, 13:40 |
| Q4 2019 | 85 | $523,158,000 | $0 | $0 | $0 | VEA, VV, VWO, VB, VO | 13F-HR | 31 Jan 2020, 10:39 |