§ 13F · FUND PROFILE
Stonehearth Capital Management, LLC.
AUM · $293M (13F)Positions · 94Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MTUM | ISHARES TR | 117K | $40M | 13.7% | −6% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 969K | $31M | 10.5% | +51% |
| 3 | VLUE | ISHARES TR | 136K | $27M | 9.3% | −42% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 613K | $25M | 8.6% | +1% |
| 5 | QLTY | GMO ETF TRUST | 448K | $19M | 6.4% | +2% |
| 6 | OUSM | ALPS ETF TR | 378K | $18M | 6.1% | +3% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 288K | $17M | 5.9% | +1% |
| 8 | EVTR | MORGAN STANLEY ETF TRUST | 282K | $14M | 4.9% | NEW |
| 9 | QUAL | ISHARES TR | 43K | $10M | 3.3% | −3% |
| 10 | IEMG | ISHARES INC | 95K | $8M | 2.7% | +268% |
§ 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 $293 million in assets. The fund runs a portfolio of 94 positions.
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