Heartwood Wealth Advisors LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,266,202
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 223 | 1,266,202 | 13F-HR | Heartwood Wealth Advisors LLC |
| Q2 2026 | 7/17/2026 | 227 | 1,287,648 | 13F-HR | Heartwood Wealth Advisors LLC |
| Q1 2026 | 4/7/2026 | 223 | 1,146,774 | 13F-HR | Heartwood Wealth Advisors LLC |
| Q4 2025 | 1/12/2026 | 202 | 1,085,579 | 13F-HR | Heartwood Wealth Advisors LLC |
| Q3 2025 | 10/6/2025 | 631 | 1,071,620 | 13F-HR | Heartwood Wealth Advisors LLC |
| Q2 2025 | 7/8/2025 | 183 | 957,633 | 13F-HR | Heartwood Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.2 K | 7.8% | 0 | 120 | -120 |
| ETFs | 1.168 M | 92.2% | 0 | 21.32 K | -21.32 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
1,266,202
Holdings
223
QoQ value change ($000)
-21,446
(-1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.