§ 13F · FUND PROFILE
Stonehearth Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 95Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | 236K | $34M | 13.3% | −7% |
| 2 | MTUM | ISHARES TR | 124K | $30M | 11.8% | −2% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 606K | $24M | 9.4% | −15% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 643K | $20M | 7.8% | −1% |
| 5 | OUSM | ALPS ETF TR | 368K | $16M | 6.4% | ±0% |
| 6 | QLTY | GMO ETF TRUST | 441K | $16M | 6.3% | +5% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 284K | $15M | 6.1% | −1% |
| 8 | GLD | SPDR GOLD TR | 20K | $9M | 3.5% | −9% |
| 9 | QUAL | ISHARES TR | 45K | $9M | 3.4% | −8% |
| 10 | DJP | BARCLAYS BANK PLC | 153K | $7M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONEHEARTH SIGNAL
AC read
Stonehearth Capital Management, LLC is a Other fund managing $258 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed