Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC is a federally registered investment adviser headquartered in Richmond, Virginia. Founded in 2013, it is independently owned and managed. The firm employs approximately 13 professionals, focusing on advising high-net-worth individuals, families, and business owners who have complex financial needs. Services include asset management, financial planning, tax planning and preparation, estate and trust advisory, credit and lending solutions, philanthropic and business advisory, insurance, family governance, and family office services. Heartwood maintains a fiduciary duty to act in the best interests of its clients and serves exclusively those able to meet a $2 million account minimum.
Investment Strategy
Heartwood Wealth Advisors employs a comprehensive, client-centered investment approach designed for individuals, families, and business owners with complex financial needs. The firm delivers a customized blend of asset management, tax optimization, financial planning, trust and estate advisory, credit and lending solutions, philanthropic strategy, business advisory, insurance, family governance, and family office services. Their philosophy emphasizes independent advice, deep relationships, and tailored solutions, leveraging a minimum account size to serve sophisticated clients seeking multigenerational guidance and fiduciary oversight.
Latest 13F Filing Activity
Heartwood Wealth Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 621 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares Ibonds Dec 2026 Term Treasury Etf, SPDR Nuveen Ice High Yield Municipal Bond Etf, Vanguard Large-cap Etf among other positions. Heartwood Wealth Advisors LLC reduced exposure to Ishares Short-term National Muni Bond Etf, Howmet Aerospace Inc. Com, Berkshire Hathaway Inc. Del CL B New among others.
Top Holdings
Equity Positions (621)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD LARGE-CAP ETF | 10.19% | $109.2M | 354,707 | $157.40 | $307.86 | +$8.7M |
V VB | VANGUARD SMALL-CAP ETF | 8.28% | $88.8M | 349,079 | $162.92 | $254.28 | +$6.8M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.99% | $53.4M | 891,654 | $43.96 | $59.92 | +$2.9M |
G GDXJ | VANECK JUNIOR GOLD MINERS ETF | 4.85% | $52.0M | 524,950 | $31.56 | $99.03 | +$8.1M |
S SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4.80% | $51.4M | 1,541,281 | $22.82 | $33.37 | +$5.3M |
Industry Allocation
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