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: $252.5M95 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$200K	0.1%	920 SH	New
ALPHABET INC	CAP STK CL A	$248K	0.1%	862 SH	New
ALPS ETF TR	OSHARES US SMLCP	$16.1M	6.4%Prev: 6.1%	368,027 SH	Increased+16,130 SH
AMAZON COM INC	COM	$700K	0.3%Prev: 0.3%	3,361 SH	Increased+163 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.9M	2.4%	73,775 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$335K	0.1%	3,949 SH	New
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$1.5M	0.6%Prev: 0.5%	22,137 SH	Increased-1,466 SH
APPLE INC	COM	$3.2M	1.3%Prev: 1.5%	12,532 SH	Decreased-3,589 SH
AUTOMATIC DATA PROCESSING IN	COM	$213K	0.1%Prev: 0.1%	1,046 SH	Decreased-20 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$7.4M	2.9%Prev: 3.7%	152,846 SH	Decreased-97,486 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$982K	0.4%Prev: 0.5%	2,050 SH	Decreased-32 SH
BOYD GAMING CORP	COM	$248K	0.1%	3,015 SH	New
BP PLC	SPONSORED ADR	$204K	0.1%	4,337 SH	New
BROADRIDGE FINL SOLUTIONS IN	COM	$240K	0.1%Prev: 0.1%	1,480 SH	Decreased
COSTCO WHOLESALE CORPORATION	COM	$368K	0.1%	369 SH	New
DEERE & CO	COM	$294K	0.1%Prev: 0.1%	521 SH	Increased
DICKS SPORTING GOODS INC	COM	$216K	0.1%Prev: 0.1%	1,087 SH	Decreased-247 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$23.6M	9.4%Prev: 8.8%	606,116 SH	Increased-74,243 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$389K	0.2%	8,497 SH	New
ELI LILLY & CO	COM	$230K	0.1%Prev: 0.1%	250 SH	Increased
EOG RES INC	COM	$312K	0.1%	2,157 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.7%Prev: 0.5%	9,750 SH	Increased-956 SH
FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$559K	0.2%Prev: 0.1%	6,980 SH	Increased+3,378 SH
GE AEROSPACE	COM NEW	$1.1M	0.4%Prev: 0.4%	3,751 SH	Increased-1,196 SH
GE VERNOVA INC	COM	$802K	0.3%Prev: 0.1%	919 SH	Increased-38 SH
GMO ETF TRUST	GMO US QUALITY E	$16.0M	6.3%	440,926 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.9M	1.2%Prev: 1.3%	68,242 SH	Decreased-19,280 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.1M	0.8%Prev: 0.7%	17,078 SH	Increased+642 SH
GOLDMAN SACHS GROUP INC	COM	$233K	0.1%	276 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$942K	0.4%Prev: 0.4%	24,326 SH	Increased+538 SH
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$331K	0.1%Prev: 0.1%	9,810 SH	Increased+806 SH
HOME DEPOT INC	COM	$459K	0.2%Prev: 0.2%	1,396 SH	Decreased-8 SH
HUNTINGTON BANCSHARES INC	COM	$229K	0.1%Prev: 0.1%	14,661 SH	Decreased-2,570 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.2M	0.5%Prev: 0.4%	15,595 SH	Increased-243 SH
ISHARES INC	CORE MSCI EMKT	$1.8M	0.7%	25,687 SH	New
ISHARES SILVER TR	ISHARES	$376K	0.1%	5,512 SH	New
ISHARES TR	CORE 60/40 BALAN	$239K	0.1%	3,717 SH	New
ISHARES TR	CORE S&P500 ETF	$330K	0.1%Prev: 0.1%	506 SH	Increased
ISHARES TR	CORE US AGGBD ET	$306K	0.1%	3,078 SH	New
ISHARES TR	ESG AWR US AGRGT	$1.2M	0.5%Prev: 0.5%	24,385 SH	Increased+631 SH
ISHARES TR	LATN AMER 40 ETF	$2.0M	0.8%	57,179 SH	New
ISHARES TR	LOW CARBON OPTIM	$3.2M	1.3%	14,248 SH	New
ISHARES TR	MSCI USA MIN VOL	$609K	0.2%Prev: 0.3%	6,563 SH	Decreased-578 SH
ISHARES TR	MSCI USA MMENTM	$29.8M	11.8%Prev: 11.8%	124,002 SH	Increased-17,110 SH
ISHARES TR	MSCI USA QLT FCT	$8.6M	3.4%Prev: 3.8%	44,828 SH	Decreased-8,553 SH
ISHARES TR	MSCI USA VALUE	$33.6M	13.3%Prev: 13.6%	236,423 SH	Increased-71,369 SH
ISHARES TR	NATIONAL MUN ETF	$234K	0.1%Prev: 0.1%	2,201 SH	Increased+263 SH
ISHARES TR	RUS 1000 GRW ETF	$773K	0.3%Prev: 0.3%	1,812 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$332K	0.1%Prev: 0.1%	1,553 SH	Increased
ISHARES TR	US TREAS BD ETF	$961K	0.4%Prev: 0.8%	41,938 SH	Decreased-39,784 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$357K	0.1%Prev: 0.1%	7,576 SH	Increased+1,590 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.0M	0.4%Prev: 0.4%	14,514 SH	Decreased-4,257 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$221K	0.1%	4,622 SH	New
JOHNSON & JOHNSON	COM	$671K	0.3%Prev: 0.3%	2,745 SH	Decreased-1,712 SH
JPMORGAN CHASE & CO	COM	$328K	0.1%	1,114 SH	New
KLA CORP	COM NEW	$364K	0.1%Prev: 0.1%	247 SH	Increased-58 SH
LOCKHEED MARTIN CORP	COM	$289K	0.1%Prev: 0.1%	478 SH	Increased
LOEWS CORP	COM	$288K	0.1%Prev: 0.1%	2,700 SH	Increased
LOWES COS INC	COM	$284K	0.1%Prev: 0.1%	1,200 SH	Increased
MERCK & CO INC	COM	$340K	0.1%	2,828 SH	New
MICROSOFT CORP	COM	$215K	0.1%Prev: 0.1%	581 SH	Increased+35 SH
NETFLIX INC.	COM	$258K	0.1%	2,680 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$633K	0.3%	17,408 SH	New
NEWMONT CORP	COM	$405K	0.2%Prev: 0.1%	3,744 SH	Increased-2,124 SH
NORTHERN TR CORP	COM	$221K	0.1%	1,582 SH	New
NORTHROP GRUMMAN CORP	COM	$290K	0.1%Prev: 0.1%	425 SH	Increased-63 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.8M	0.7%Prev: 0.9%	39,119 SH	Decreased-16,347 SH
NVIDIA CORPORATION	COM	$317K	0.1%	1,817 SH	New
ORACLE CORP	COM	$624K	0.2%Prev: 0.2%	4,244 SH	Increased+6 SH
PFIZER INC	COM	$322K	0.1%Prev: 0.1%	11,461 SH	Decreased-1,385 SH
PROGRESSIVE CORP	COM	$284K	0.1%Prev: 0.2%	1,433 SH	Decreased-220 SH
QUALCOMM INC	COM	$229K	0.1%	1,782 SH	New
RTX CORPORATION	COM	$1.5M	0.6%Prev: 0.5%	7,868 SH	Increased-361 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.7M	7.8%Prev: 7.3%	643,261 SH	Increased+9,276 SH
SMITH A O CORP	COM	$212K	0.1%	3,217 SH	New
SPDR GOLD TR	GOLD SHS	$8.8M	3.5%Prev: 4.1%	20,394 SH	Decreased-14,243 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$1.9M	0.7%	40,231 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.7M	1.4%	68,884 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$819K	0.3%	1,259 SH	New
STEEL DYNAMICS INC	COM	$389K	0.2%Prev: 0.1%	2,160 SH	Increased-86 SH
STRATEGY INC	CL A NEW	$224K	0.1%	1,797 SH	New
TENET HEALTHCARE CORP	COM NEW	$245K	0.1%	1,297 SH	New
TESLA INC	COM	$340K	0.1%Prev: 0.1%	915 SH	Increased-195 SH
UBER TECHNOLOGIES INC	COM	$218K	0.1%Prev: 0.1%	3,034 SH	Decreased-40 SH
VANGUARD INDEX FDS	GROWTH ETF	$206K	0.1%Prev: 0.1%	471 SH	Decreased-98 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$595K	0.2%	996 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.9M	0.8%Prev: 0.8%	9,797 SH	Decreased-2,068 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.3M	6.1%Prev: 5.3%	283,862 SH	Increased+2,203 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.0M	0.8%Prev: 1.2%	33,190 SH	Decreased-14,451 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	0.9%Prev: 3.7%	34,551 SH	Decreased-142,335 SH
VANGUARD WELLINGTON FD	US MOMENTUM	$307K	0.1%Prev: 0.1%	1,559 SH	Decreased-631 SH
VANGUARD WELLINGTON FD	US VALUE FACTR	$844K	0.3%	6,268 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	0.5%	7,827 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$4.0M	1.6%Prev: 1.4%	35,631 SH	Increased+294 SH
VERIZON COMMUNICATIONS INC	COM	$552K	0.2%Prev: 0.2%	10,999 SH	Increased-1,053 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $370K
CROCS INC — $214K
DOUBLELINE ETF TRUST — $345K
EMERSON ELEC CO — $312K
INVESCO QQQ TR — $381K
ISHARES TR — $5.9M
ISHARES TR — $1.2M
ISHARES TR — $470K
ISHARES TR — $281K
ISHARES TR — $6.1M
ISHARES TR — $2.5M
J P MORGAN EXCHANGE TRADED F — $341K
JPMORGAN CHASE & CO. — $273K
META PLATFORMS INC — $255K
MICROSTRATEGY INC — $636K
NETFLIX INC — $264K
SM ENERGY CO — $240K
SOUNDHOUND AI INC — $124K
SPDR INDEX SHS FDS — $228K
SPDR INDEX SHS FDS — $1.5M
… and 6 more

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