Stonehearth Capital Management, LLC

Est. AUM

$252.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA VALUE	$33.6M	236423	13.32%	SOLE
2	ISHARES TR	MSCI USA MMENTM	$29.8M	124002	11.79%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$23.6M	606116	9.35%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.7M	643261	7.82%	SOLE
5	ALPS ETF TR	OSHARES US SMLCP	$16.1M	368027	6.38%	SOLE
6	GMO ETF TRUST	GMO US QUALITY E	$16.0M	440926	6.32%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.3M	283862	6.08%	SOLE
8	SPDR GOLD TR	GOLD SHS	$8.8M	20394	3.48%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$8.6M	44828	3.41%	SOLE
10	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$7.4M	152846	2.91%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.9M	73775	2.35%	SOLE
12	VANGUARD WORLD FD	ESG US STK ETF	$4.0M	35631	1.58%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	68884	1.45%	SOLE
14	APPLE INC	COM	$3.2M	12532	1.26%	SOLE
15	ISHARES TR	LOW CARBON OPTIM	$3.2M	14248	1.26%	SOLE
16	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.9M	68242	1.17%	SOLE
17	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	34551	0.88%	SOLE
18	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.1M	17078	0.85%	SOLE
19	ISHARES TR	LATN AMER 40 ETF	$2.0M	57179	0.80%	SOLE
20	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.0M	33190	0.78%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$1.9M	9797	0.76%	SOLE
22	ISHARES INC	CORE MSCI EMKT	$1.8M	25687	0.71%	SOLE
23	NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.8M	39119	0.70%	SOLE
24	EXXON MOBIL CORP	COM	$1.7M	9750	0.66%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	34038	0.63%	SOLE
26	RTX CORPORATION	COM	$1.5M	7868	0.60%	SOLE
27	AMPLIFY ETF TR	AMPLIFY ETHO CLI	$1.5M	22137	0.58%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.2M	15595	0.46%	SOLE
29	ISHARES TR	ESG AWR US AGRGT	$1.2M	24385	0.46%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	7827	0.46%	SOLE
31	GE AEROSPACE	COM NEW	$1.1M	3751	0.42%	SOLE
32	J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.0M	14514	0.41%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$982K	2050	0.39%	SOLE
34	ISHARES TR	US TREAS BD ETF	$961K	41938	0.38%	SOLE
35	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$942K	24326	0.37%	SOLE
36	VANGUARD WELLINGTON FD	US VALUE FACTR	$844K	6268	0.33%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$819K	1259	0.32%	SOLE
38	GE VERNOVA INC	COM	$802K	919	0.32%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$773K	1812	0.31%	SOLE
40	AMAZON COM INC	COM	$700K	3361	0.28%	SOLE
41	JOHNSON & JOHNSON	COM	$671K	2745	0.27%	SOLE
42	NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$633K	17408	0.25%	SOLE
43	ORACLE CORP	COM	$624K	4244	0.25%	SOLE
44	ISHARES TR	MSCI USA MIN VOL	$609K	6563	0.24%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$595K	996	0.24%	SOLE
46	FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$559K	6980	0.22%	SOLE
47	VERIZON COMMUNICATIONS INC	COM	$552K	10999	0.22%	SOLE
48	HOME DEPOT INC	COM	$459K	1396	0.18%	SOLE
49	NEWMONT CORP	COM	$405K	3744	0.16%	SOLE
50	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$389K	8497	0.15%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.