Long-term investor
Heartwood Wealth Advisors LLC @heartwoodwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001794935).
Record
- Tracked since 2025-12-31 (257 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 10.1% · long · since 2025-12-31
- VB · 9.0% · long · since 2025-12-31
- VEA · 4.8% · long · since 2025-12-31
- SCHE · 4.3% · long · since 2025-12-31
- VONE · 4.0% · long · since 2025-12-31
- VO · 3.9% · long · since 2025-12-31
- RDIV · 3.4% · long · since 2025-12-31
- VYM · 3.4% · long · since 2025-12-31
- IJT · 2.7% · long · since 2025-12-31
- IJS · 2.6% · long · since 2025-12-31
- GDXJ · 2.4% · long · since 2025-12-31
- AGG · 2.4% · long · since 2025-12-31