§ 13F · FUND PROFILE
Stonehearth Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $241.5T (13F)Positions · 93Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | 254K | $34.8T | 12.9% | −2% |
| 2 | MTUM | ISHARES TR | 127K | $31.7T | 11.7% | ±0% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 714K | $27.2T | 10.1% | +1% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 647K | $17.7T | 6.6% | +5% |
| 5 | QLTY | GMO ETF TRUST | 421K | $16.2T | 6.0% | +5% |
| 6 | OUSM | ALPS ETF TR | 368K | $16.1T | 6.0% | +4% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 286K | $15.4T | 5.7% | +1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 175K | $10.9T | 4.0% | +1% |
| 9 | QUAL | ISHARES TR | 49K | $9.7T | 3.6% | −4% |
| 10 | GLD | SPDR GOLD TR | 22K | $8.9T | 3.3% | ±0% |
§ 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 $241459.2 trillion in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed