Filing

13F-HR

13F-HR

0001794935-26-000011·Heartwood Wealth Advisors LLC

Filing metadata

Accession number: 0001794935-26-000011
Form type: 13F-HR
Filer: Heartwood Wealth Advisors LLC
CIK: CIK 1794935
Filed: Apr 07, 2026
Reporting period: Mar 31, 2026
Description: Institutional holdings

Documents

0001794935-26-000011-index.htm

Complete submission

0001794935-26-000011.txt

directory listing

Filed by

Heartwood Wealth Advisors LLC