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Wesley Kaufman

Heartwood Wealth Advisors Llc

Assets Managed
$1.147B
Holdings
223
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
5.64%(2Q avg: 3.47%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Heartwood Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 223 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.147B in assets, with a quarterly growth rate of 5.64% and a 2-quarter average growth rate of 3.47%. The portfolio is managed by Wesley Kaufman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Increased 1.88%
9.51%
$108.945M
364,547 shares@ $298.86 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 5.16%
8.48%
$97.207M
371,133 shares@ $261.92 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -7.66%
4.66%
$53.333M
832,286 shares@ $64.09 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Decreased -4.99%
4.23%
$48.49M
1.472M shares@ $32.96 avg price
VONE
Vanguard Russell 1000
Recent Activity
Increased 4.27%
3.76%
$43.112M
146,084 shares@ $295.12 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 6.13%
3.73%
$42.727M
148,780 shares@ $287.18 avg price
RDIV
Invesco S&p Ultra Dividend
Recent Activity
Increased 0.37%
3.6%
$41.178M
739,810 shares@ $55.67 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.42%
3.48%
$39.827M
268,922 shares@ $148.1 avg price
GDXJ
Vaneck Junior Gold Miners
Recent Activity
Decreased -42.87%
3.13%
$35.792M
298,166 shares@ $120.05 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 13.65%
2.61%
$29.902M
301,214 shares@ $99.28 avg price

1-10 of 223