• 13F History

Heartwood Wealth Advisors LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$876M
Signature - Title
Anita Bost - CCO
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Heartwood Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heartwood Wealth Advisors LLC reported 173 stock holdings with total value $876M as of Q1 2025. Top holdings included VV, VB, VEA, SCHE, and GDXJ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 173 $876M +$62.7M -$70M -$7.31M VV, VB, VEA, SCHE, GDXJ 13F-HR 4/21/2025, 01:21 PM
Q4 2024 170 $888M +$9.21M -$4.11M +$5.1M VV, VB, VEA, SCHE, VO 13F-HR 1/10/2025, 02:09 PM
Q3 2024 174 $903M +$35.5M -$23.7M +$11.7M VV, VB, VEA, SCHE, VO 13F-HR 10/7/2024, 02:48 PM
Q2 2024 172 $837M +$26M -$1.52M +$24.5M VV, VB, VEA, SCHE, VO 13F-HR 7/9/2024, 04:09 PM
Q1 2024 157 $812M +$91.7M -$66.2M +$25.6M VV, VB, VEA, SCHE, VO 13F-HR 4/2/2024, 03:03 PM
Q4 2023 148 $751M +$99.6M -$84.9M +$14.7M VV, VB, VEA, SCHE, VO 13F-HR 1/17/2024, 03:00 PM
Q3 2023 130 $678M +$11.3M -$6.57M +$4.7M VV, VB, VEA, SCHE, VO 13F-HR 10/17/2023, 01:34 PM
Q2 2023 140 $705M +$42.8M -$843K +$41.9M VV, VB, VEA, SCHE, VO 13F-HR 7/19/2023, 02:14 PM
Q1 2023 133 $671M +$37.3M -$6.42M +$30.9M VV, VB, VEA, SCHE, VO 13F-HR 4/14/2023, 11:13 AM
Q4 2022 125 $639M +$88.2M -$40M +$48.2M VV, VB, VEA, SCHE, VO 13F-HR 1/12/2023, 11:18 AM
Q3 2022 111 $577M +$50.2M -$29M +$21.1M VV, VB, VEA, SCHE, VO 13F-HR 10/25/2022, 10:47 AM
Q2 2022 115 $608M +$73.3M -$1.39M +$72M VV, VEA, VB, SCHE, SPYD 13F-HR 7/25/2022, 02:23 PM
Q1 2022 118 $660M +$65.2M -$24.8M +$40.4M VV, VEA, VB, SCHE, VO 13F-HR 4/26/2022, 12:58 PM
Q4 2021 105 $656M +$30.3M -$26.8M +$3.47M VV, VB, VEA, SCHE, VO 13F-HR 1/12/2022, 10:13 AM
Q3 2021 98 $642M +$26.7M -$19.3M +$7.48M VV, VEA, VB, SCHE, VO 13F-HR 10/12/2021, 02:15 PM
Q2 2021 96 $650M +$47M -$48.4M -$1.38M VV, VB, VEA, SCHE, VO 13F-HR 7/21/2021, 04:04 PM
Q1 2021 87 $623M +$57M -$82M -$25.1M VV, VB, VEA, SCHE, VO 13F-HR 4/19/2021, 02:15 PM
Q4 2020 80 $620M +$46.9M -$9.91M +$37M VB, VEA, VV, SCHE, VO 13F-HR 1/26/2021, 12:36 PM
Q3 2020 76 $523M +$13.6M -$169M -$156M VV, VEA, VB, SCHE, SPAB 13F-HR 10/28/2020, 07:16 AM
Q2 2020 61 $319M +$35.3M -$1.47M +$33.8M VB, VEA, SCHE, SPAB, VUG 13F-HR 8/5/2020, 09:06 AM
Q1 2020 66 $417M +$79.7M -$83.3M -$3.67M VEA, VV, VB, SCHE, SPAB 13F-HR 5/4/2020, 01:40 PM
Q4 2019 85 $523M VEA, VV, VWO, VB, VO 13F-HR 1/31/2020, 09:39 AM