Stonehearth Capital Management, LLC

CIK 0001550191 • 7 13F filings • Apr 1, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $270.3M96 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$210K	0.1%Prev: 0.1%	920 SH	Decreased
ALPHABET INC	CAP STK CL A	$269K	0.1%Prev: 0.1%	861 SH	Increased
ALPS ETF TR	OSHARES US SMLCP	$16.1M	6.0%Prev: 6.2%	368,002 SH	Increased+12,720 SH
AMAZON COM INC	COM	$776K	0.3%Prev: 0.3%	3,361 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.5M	2.0%	71,679 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$366K	0.1%Prev: 0.1%	4,442 SH	Increased
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$1.5M	0.6%Prev: 0.6%	23,605 SH	Increased+122 SH
APPLE INC	COM	$4.2M	1.6%Prev: 1.6%	15,573 SH	Increased-168 SH
AUTOMATIC DATA PROCESSING IN	COM	$269K	0.1%Prev: 0.1%	1,046 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.4%Prev: 0.4%	2,050 SH	Increased+110 SH
BOYD GAMING CORP	COM	$257K	0.1%Prev: 0.1%	3,014 SH	Decreased-45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$330K	0.1%Prev: 0.1%	1,480 SH	Decreased
CACI INTL INC	CL A	$247K	0.1%Prev: 0.1%	463 SH	Increased-19 SH
COSTCO WHSL CORP NEW	COM	$318K	0.1%Prev: 0.1%	369 SH	Decreased
DEERE & CO	COM	$243K	0.1%Prev: 0.1%	521 SH	Increased
DICKS SPORTING GOODS INC	COM	$204K	0.1%Prev: 0.1%	1,030 SH	Decreased-52 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$27.2M	10.1%Prev: 9.9%	713,950 SH	Increased+8,311 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$373K	0.1%Prev: 0.1%	8,042 SH	Increased+702 SH
ELI LILLY & CO	COM	$269K	0.1%	250 SH	New
EMERSON ELEC CO	COM	$244K	0.1%Prev: 0.1%	1,836 SH	Decreased-102 SH
EXXON MOBIL CORP	COM	$1.2M	0.4%Prev: 0.4%	9,785 SH	Increased-43 SH
FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$586K	0.2%Prev: 0.2%	6,980 SH	Increased
GE AEROSPACE	COM NEW	$1.5M	0.6%Prev: 0.6%	4,907 SH	Increased-40 SH
GE VERNOVA INC	COM	$609K	0.2%Prev: 0.2%	932 SH	Increased-8 SH
GMO ETF TRUST	GMO US QUALITY E	$16.2M	6.0%	420,793 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.4M	1.3%Prev: 1.3%	79,493 SH	Increased-506 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.3M	0.9%Prev: 0.9%	17,550 SH	Increased+77 SH
GOLDMAN SACHS GROUP INC	COM	$244K	0.1%Prev: 0.1%	278 SH	Increased-5 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$923K	0.3%Prev: 0.4%	23,600 SH	Decreased-5,939 SH
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$323K	0.1%Prev: 0.1%	9,466 SH	Increased+768 SH
HOME DEPOT INC	COM	$480K	0.2%Prev: 0.2%	1,396 SH	Decreased
HUNTINGTON BANCSHARES INC	COM	$287K	0.1%Prev: 0.1%	16,539 SH	Decreased-660 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.2M	0.4%Prev: 0.4%	15,605 SH	Increased-60 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.7%Prev: 2.6%	3,114 SH	Decreased-8,094 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.6%Prev: 0.7%	25,519 SH	Increased-84 SH
ISHARES SILVER TR	ISHARES	$430K	0.2%Prev: 0.1%	6,682 SH	Increased
ISHARES TR	CORE 60/40 BALAN	$241K	0.1%	3,708 SH	New
ISHARES TR	CORE S&P SCP ETF	$325K	0.1%Prev: 0.1%	2,701 SH	Increased
ISHARES TR	CORE S&P500 ETF	$346K	0.1%Prev: 0.1%	506 SH	Increased
ISHARES TR	CORE US AGGBD ET	$312K	0.1%Prev: 0.1%	3,126 SH	Increased+41 SH
ISHARES TR	ESG AWR US AGRGT	$1.2M	0.4%Prev: 0.5%	24,509 SH	Decreased
ISHARES TR	LATN AMER 40 ETF	$6.8M	2.5%	222,274 SH	New
ISHARES TR	LOW CARBON OPTIM	$3.5M	1.3%	15,041 SH	New
ISHARES TR	MSCI USA MIN VOL	$672K	0.2%Prev: 0.3%	7,141 SH	Decreased
ISHARES TR	MSCI USA MMENTM	$31.7M	11.7%Prev: 12.6%	126,674 SH	Decreased+20 SH
ISHARES TR	MSCI USA QLT FCT	$9.7M	3.6%Prev: 3.8%	48,789 SH	Decreased-1,862 SH
ISHARES TR	MSCI USA VALUE	$34.8M	12.9%Prev: 12.6%	254,278 SH	Increased-5,563 SH
ISHARES TR	NATIONAL MUN ETF	$227K	0.1%	2,116 SH	New
ISHARES TR	RUS 1000 GRW ETF	$858K	0.3%Prev: 0.3%	1,812 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$327K	0.1%Prev: 0.1%	1,553 SH	Increased
ISHARES TR	US TREAS BD ETF	$962K	0.4%Prev: 0.8%	41,801 SH	Decreased-51,297 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$343K	0.1%Prev: 0.1%	7,245 SH	Decreased-366 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.1M	0.4%Prev: 0.4%	16,213 SH	Increased-1 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$216K	0.1%	4,431 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$338K	0.1%Prev: 0.1%	6,681 SH	Decreased
JOHNSON & JOHNSON	COM	$568K	0.2%Prev: 0.2%	2,745 SH	Increased
JPMORGAN CHASE & CO.	COM	$359K	0.1%Prev: 0.1%	1,114 SH	Increased
KLA CORP	COM NEW	$363K	0.1%Prev: 0.1%	299 SH	Increased-8 SH
LOCKHEED MARTIN CORP	COM	$242K	0.1%Prev: 0.1%	500 SH	Increased+22 SH
LOEWS CORP	COM	$284K	0.1%Prev: 0.1%	2,700 SH	Increased
LOWES COS INC	COM	$289K	0.1%Prev: 0.1%	1,200 SH	Decreased
MERCK & CO INC	COM	$249K	0.1%	2,361 SH	New
META PLATFORMS INC	CL A	$297K	0.1%Prev: 0.1%	450 SH	Decreased-17 SH
MICROSOFT CORP	COM	$276K	0.1%Prev: 0.1%	571 SH	Decreased+25 SH
NETFLIX INC	COM	$251K	0.1%Prev: 0.1%	2,680 SH	Decreased+2,412 SH
NEWMONT CORP	COM	$477K	0.2%Prev: 0.2%	4,780 SH	Increased-74 SH
NORTHERN TR CORP	COM	$216K	0.1%Prev: 0.1%	1,582 SH	Increased
NORTHROP GRUMMAN CORP	COM	$261K	0.1%Prev: 0.1%	458 SH	Decreased-24 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.9M	0.7%Prev: 0.7%	41,975 SH	Increased-71 SH
NVIDIA CORPORATION	COM	$337K	0.1%Prev: 0.1%	1,809 SH	Decreased
ORACLE CORP	COM	$827K	0.3%Prev: 0.5%	4,244 SH	Decreased
PFIZER INC	COM	$290K	0.1%Prev: 0.1%	11,648 SH	Decreased-310 SH
PROGRESSIVE CORP	COM	$326K	0.1%Prev: 0.2%	1,433 SH	Decreased-220 SH
RTX CORPORATION	COM	$1.4M	0.5%Prev: 0.5%	7,868 SH	Increased-361 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$17.7M	6.6%Prev: 6.5%	646,819 SH	Increased+30,403 SH
SPDR GOLD TR	GOLD SHS	$8.9M	3.3%Prev: 3.1%	22,412 SH	Increased-66 SH
SPDR INDEX SHS FDS	MSCI EAFE FS ETF	$445K	0.2%Prev: 0.2%	8,808 SH	Increased+394 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$325K	0.1%Prev: 0.1%	7,322 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.7M	0.6%Prev: 0.7%	36,922 SH	Decreased-125 SH
SPDR S&P 500 ETF TR	TR UNIT	$859K	0.3%Prev: 0.3%	1,259 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$4.0M	1.5%	71,322 SH	New
STEEL DYNAMICS INC	COM	$379K	0.1%Prev: 0.1%	2,234 SH	Increased-53 SH
STRATEGY INC	CL A NEW	$273K	0.1%Prev: 0.2%	1,797 SH	Decreased
TESLA INC	COM	$437K	0.2%Prev: 0.2%	971 SH	Increased-9 SH
UBER TECHNOLOGIES INC	COM	$240K	0.1%Prev: 0.1%	2,937 SH	Decreased-42 SH
VANGUARD INDEX FDS	GROWTH ETF	$230K	0.1%Prev: 0.1%	471 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$646K	0.2%Prev: 0.2%	1,031 SH	Increased+4 SH
VANGUARD INDEX FDS	VALUE ETF	$2.1M	0.8%Prev: 0.8%	10,940 SH	Increased-114 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.4M	5.7%Prev: 5.9%	285,845 SH	Increased+2,546 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.2M	0.8%Prev: 0.8%	36,892 SH	Increased+1,186 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.9M	4.0%Prev: 4.0%	175,234 SH	Increased+1,602 SH
VANGUARD WELLINGTON FD	US MOMENTUM	$299K	0.1%Prev: 0.1%	1,561 SH	Increased+3 SH
VANGUARD WELLINGTON FD	US VALUE FACTR	$844K	0.3%Prev: 0.3%	6,354 SH	Increased-74 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.4%Prev: 0.4%	7,827 SH	Increased
VANGUARD WORLD FD	ESG US STK ETF	$4.4M	1.6%Prev: 1.7%	36,285 SH	Decreased-830 SH
VERIZON COMMUNICATIONS INC	COM	$463K	0.2%Prev: 0.2%	11,374 SH	Decreased-224 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $14.5M
ISHARES TR — $1.6M
ISHARES TR — $3.4M
SM ENERGY CO — $211K
SOUNDHOUND AI INC — $246K
SPDR SERIES TRUST — $3.9M
STARBUCKS CORP — $216K
TIDAL TRUST II — $188K
WAYFAIR INC — $463K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001550191-26-000012	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001550191-26-000001	$270.3M	View
Oct 24, 2025	Q3 2025