Heartwood Wealth Advisors LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$1.1B
Holdings
226
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD LARGE-CAP ETF
Held since at least Q1 2024
9.5%
02
$VB
VANGUARD SMALL-CAP ETF
Held since at least Q1 2024
8.5%
03
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q4 2025: New position (4.2k shares)
4.7%
04
$SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
Held since at least Q1 2024
4.2%
05
$VONE
VANGUARD RUSSELL 1000 ETF
Held since at least Q1 2024
3.8%
06
$VO
VANGUARD MID-CAP ETF
Held since at least Q1 2024
3.7%
07
$RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
Held since at least Q1 2024
3.6%
08
$VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Held since at least Q1 2024
3.5%
09
$GDXJ
VANECK JUNIOR GOLD MINERS ETF
Held since at least Q1 2024
3.1%
10
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:31 UTC.