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Wes Kaufman

Heartwood Wealth Advisors Llc

Assets Managed
$1.288B
Holdings
227
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.29%(2Q avg: 8.97%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Heartwood Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Heartwood Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.288B in assets, with a quarterly growth rate of 12.29% and a 2-quarter average growth rate of 8.97%. The portfolio is managed by Wes Kaufman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Increased 3.45%
10.08%
$129.691M
377,107 shares@ $343.91 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.29%
9.03%
$116.19M
383,312 shares@ $303.12 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.78%
4.78%
$61.541M
863,734 shares@ $71.26 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 3.2%
4.28%
$55.067M
1.519M shares@ $36.26 avg price
VONE
Vanguard Russell 1000
Recent Activity
Increased 2.96%
3.96%
$50.943M
150,400 shares@ $338.72 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 316.48%
3.88%
$49.924M
619,635 shares@ $80.58 avg price
RDIV
Invesco S&p Ultra Dividend
Recent Activity
Increased 3.26%
3.45%
$44.306M
763,888 shares@ $58.0 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 3.3%
3.41%
$43.898M
277,781 shares@ $158.03 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 3.78%
2.74%
$35.219M
197,196 shares@ $178.61 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Increased 3.6%
2.62%
$33.683M
246,437 shares@ $136.68 avg price

1-10 of 227