13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

Heartwood Wealth Advisors LLC

$1.3B in tracked AUM across 223 positions as of Q3 2026.

HW
CIK 0001794935 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
223
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…