Heartwood Wealth Advisors LLC ETF holdings
Richmond, VA
Reported $1.2B in 132 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
132
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
92.4%
of $1.3B
Top 10 of 132 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $129.7M | 377,107 | +12,560 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $116.2M | 383,312 | +12,179 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $61.5M | 863,734 | +31,448 shares |
| SCHE | Schwab Emerging Markets Equity ETF | $55.1M | 1,518,670 | +47,041 shares |
| VONE | Vanguard Russell 1000 ETF | $50.9M | 150,400 | +4,316 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $49.9M | 619,635 | +470,855 shares |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | $44.3M | 763,888 | +24,078 shares |
| VYM | Vanguard High Dividend Yield ETF | $43.9M | 277,781 | +8,859 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $35.2M | 197,196 | +7,167 shares |
| IJS | iShares S&P Small-Cap 600 Value ETF | $33.7M | 246,437 | +8,542 shares |
122 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001794935. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Heartwood Wealth Advisors LLC own?
Heartwood Wealth Advisors LLC reported 132 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was VV, at $129.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.