Holdings
Heartwood Wealth Advisors LLC
As of Sep 30, 2026, Heartwood Wealth Advisors LLC reported 90 positions worth US$95.6M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 21,242 | US$7.28M | +414 | Sep 30, 2026 |
| Apple Inc | 21,115 | US$7.03M | −1,904 | Sep 30, 2026 |
| Microsoft Corp. | 10,198 | US$5.23M | +172 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 7,634 | US$3.8M | −305 | Sep 30, 2026 |
| Johnson & Johnson | 12,000 | US$3.18M | −229 | Sep 30, 2026 |
| Amazon.com, Inc. | 11,837 | US$2.95M | +320 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 7,364 | US$2.44M | +154 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 6,039 | US$2.4M | +95 | Sep 30, 2026 |
| Caterpillar, Inc. | 2,850 | US$2.31M | −125 | Sep 30, 2026 |
| Chevron Corporation | 11,227 | US$2.29M | +348 | Sep 30, 2026 |