Heartwood Wealth Advisors LLC
RIA/Wealth
Heartwood Wealth Advisors LLC is a RIA/Wealth based in Richmond, VA led by Stephen Timothy Clarke, reporting $1.3B in AUM as of Q3 2025 with 91% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.
Managing PartnerStephen Timothy Clarke
- Portfolio Value
- $1.0B
- Positions
- 627
- Top Holding
- VV at 10.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Heartwood Wealth Advisors LLC's portfolio (52.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $109.2M | 10.56% | +$778.6K Bought | — 354.7K shares | |
ETF ETF | $88.8M | 8.58% | +$791.3K Bought | — 349.1K shares | |
ETF ETF | $53.4M | 5.16% | +$335.4K Bought | — 891.7K shares | |
ETF ETF | $52.0M | 5.03% | -$12.3M Sold | — 525.0K shares | |
ETF ETF | $51.4M | 4.97% | +$355.4K Bought | — 1.5M shares | |
ETF ETF | $42.5M | 4.10% | -$26.0K Sold | — 140.4K shares | |
ETF ETF | $40.8M | 3.95% | +$711.4K Bought | — 139.0K shares | |
ETF ETF | $37.7M | 3.65% | +$654.5K Bought | — 723.6K shares | |
ETF ETF | $37.3M | 3.61% | +$454.0K Bought | — 264.6K shares | |
ETF ETF | $30.3M | 2.92% | +$52.5K Bought | — 634.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Heartwood Wealth Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-81.12% | |
-42.59% | |
-35.44% | |
-32.55% | |
-19.18% |
Analytics
Portfolio insights and performance metrics for Heartwood Wealth Advisors LLC
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