Stonehearth Capital Management, LLC Top Holdings and 13F Report (2026) About Stonehearth Capital Management, LLCInvestment ActivityStonehearth Capital Management, LLC has $252.47 million in total holdings as of March 31, 2026.Stonehearth Capital Management, LLC owns shares of 96 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 12.46% of the portfolio was sold this quarter.This quarter, Stonehearth Capital Management, LLC has purchased 96 new stocks and bought additional shares in 19 stocks.Stonehearth Capital Management, LLC sold shares of 44 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares MSCI USA Value Factor ETF $33,617,019iShares MSCI USA Momentum Factor ETF $29,759,355Dimensional International Core Equity Market ETF $23,614,274Schwab US Dividend Equity ETF $19,735,247ALPS O'Shares U.S. Small-Cap Quality Dividend ETF $16,097,522 Largest New Holdings this Quarter 06738C778 - iPath Bloomberg Commodity Index Total Return ETN $7,358,006 Holding45409B800 - NYLI Merger Arbitrage ETF $632,781 Holding26875P101 - EOG Resources $311,837 Holding88033G407 - Tenet Healthcare $244,757 Holding747525103 - Qualcomm $229,486 Holding Largest Purchases this Quarter iPath Bloomberg Commodity Index Total Return ETN 152,846 shares (about $7.36M)GMO ETF TRUST 20,133 shares (about $728.41K)NYLI Merger Arbitrage ETF 17,408 shares (about $632.78K)EOG Resources 2,157 shares (about $311.84K)Tenet Healthcare 1,297 shares (about $244.76K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 140,683 shares (about $9.01M)iShares Latin America 40 ETF 165,095 shares (about $5.86M)Dimensional International Core Equity Market ETF 107,834 shares (about $4.20M)iShares MSCI USA Value Factor ETF 17,855 shares (about $2.54M)SPDR Gold Shares 2,018 shares (about $868.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStonehearth Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVLUEiShares MSCI USA Value Factor ETF$33,617,019$2,538,805 â–¼-7.0%236,42313.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$29,759,355$641,256 â–¼-2.1%124,00211.8%ETFDFAIDimensional International Core Equity Market ETF$23,614,274$4,201,212 â–¼-15.1%606,1169.4%ETFSCHDSchwab US Dividend Equity ETF$19,735,247$109,159 â–¼-0.6%643,2617.8%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$16,097,522$1,094 â–²0.0%368,0276.4%ETFGMO ETF TRUST$15,952,703$728,412 â–²4.8%440,9266.3%GMO US QUALITY EVWOVanguard FTSE Emerging Markets ETF$15,342,738$107,181 â–¼-0.7%283,8626.1%ETFGLDSPDR Gold Shares$8,775,334$868,325 â–¼-9.0%20,3943.5%FinanceQUALiShares MSCI USA Quality Factor ETF$8,598,393$759,754 â–¼-8.1%44,8283.4%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$7,358,006$7,358,006 â–²New Holding152,8462.9%FinanceAVEMAvantis Emerging Markets Equity ETF$5,944,790$168,896 â–²2.9%73,7752.4%ETFESGVVanguard ESG U.S. Stock ETF$4,000,292$73,425 â–¼-1.8%35,6311.6%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$3,652,918$129,287 â–¼-3.4%68,8841.4%ETFAAPLApple$3,180,501$771,777 â–¼-19.5%12,5321.3%Computer and TechnologyCRBNiShares MSCI ACWI Low Carbon Target ETF$3,174,647$176,691 â–¼-5.3%14,2481.3%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$2,943,277$485,256 â–¼-14.2%68,2421.2%ETFVEAVanguard FTSE Developed Markets ETF$2,214,028$9,014,966 â–¼-80.3%34,5510.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,136,977$59,062 â–¼-2.7%17,0780.8%ETFILFiShares Latin America 40 ETF$2,030,998$5,864,174 â–¼-74.3%57,1790.8%ETFVGITVanguard Intermediate-Term Treasury ETF$1,976,465$220,454 â–¼-10.0%33,1900.8%ETFVTVVanguard Value ETF$1,922,211$224,261 â–¼-10.4%9,7970.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,791,668$11,718 â–²0.7%25,6870.7%ETFNUSCNuveen ESG Small-Cap ETF$1,762,702$128,691 â–¼-6.8%39,1190.7%ETFXOMExxonMobil$1,654,185$5,938 â–¼-0.4%9,7500.7%EnergySPEMSPDR Portfolio Emerging Markets ETF$1,596,723$135,288 â–¼-7.8%34,0380.6%ETFRTXRTX$1,517,8230.0%7,8680.6%AerospaceAMPLIFY ETF TR$1,462,782$97,003 â–¼-6.2%22,1370.6%AMPLIFY ETHO CLISPHQInvesco S&P 500 Quality ETF$1,172,608$752 â–¼-0.1%15,5950.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,159,507$5,896 â–¼-0.5%24,3850.5%ETFVYMVanguard High Dividend Yield ETF$1,159,1790.0%7,8270.5%ETFGEGE Aerospace$1,064,421$328,038 â–¼-23.6%3,7510.4%AerospaceJPINJPMorgan Diversified Return International Equity ETF$1,033,977$121,037 â–¼-10.5%14,5140.4%ETFBRK.BBerkshire Hathaway$982,3600.0%2,0500.4%FinanceGOVTiShares U.S. Treasury Bond ETF$960,800$3,139 â–²0.3%41,9380.4%ETFHMOPHartford Municipal Opportunities ETF$942,389$28,125 â–²3.1%24,3260.4%ETFVFVAVanguard U.S. Value Factor$843,735$11,576 â–¼-1.4%6,2680.3%ETFSPYSPDR S&P 500 ETF Trust$818,7780.0%1,2590.3%FinanceGE VERNOVA INC$802,195$11,348 â–¼-1.4%9190.3%COMIWFiShares Russell 1000 Growth ETF$772,6370.0%1,8120.3%ETFAMZNAmazon.com$699,9950.0%3,3610.3%Retail/WholesaleJNJJohnson & Johnson$670,8660.0%2,7450.3%MedicalMNANYLI Merger Arbitrage ETF$632,781$632,781 â–²New Holding17,4080.3%ETFORCLOracle$624,3670.0%4,2440.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$608,653$53,604 â–¼-8.1%6,5630.2%ETFVOOVanguard S&P 500 ETF$595,049$20,910 â–¼-3.4%9960.2%ETFFDMOFidelity Momentum Factor ETF$559,0980.0%6,9800.2%ETFVZVerizon Communications$552,167$18,826 â–¼-3.3%10,9990.2%Computer and TechnologyHDHome Depot$459,1300.0%1,3960.2%Retail/WholesaleNEMNewmont$405,288$112,147 â–¼-21.7%3,7440.2%Basic MaterialsDBNDDoubleLine Opportunistic Bond ETF$389,248$20,844 â–²5.7%8,4970.2%ETFSTLDSteel Dynamics$388,882$13,323 â–¼-3.3%2,1600.2%Basic MaterialsSLViShares Silver Trust$375,588$79,724 â–¼-17.5%5,5120.1%ETFCOSTCostco Wholesale$367,6830.0%3690.1%Retail/WholesaleKLACKLA$363,769$76,583 â–¼-17.4%2470.1%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$356,678$15,583 â–²4.6%7,5760.1%ETFMRKMerck & Co., Inc.$340,180$56,175 â–²19.8%2,8280.1%MedicalTSLATesla$340,151$20,818 â–¼-5.8%9150.1%Auto/Tires/TrucksAVDEAvantis International Equity ETF$335,033$41,826 â–¼-11.1%3,9490.1%ETFIWDiShares Russell 1000 Value ETF$331,8300.0%1,5530.1%ETFHTRBHartford Total Return Bond ETF$330,985$11,606 â–²3.6%9,8100.1%ETFIVViShares Core S&P 500 ETF$330,3660.0%5060.1%ETFJPMJPMorgan Chase & Co.$327,6940.0%1,1140.1%FinancePFEPfizer$321,835$5,251 â–¼-1.6%11,4610.1%MedicalNVDANVIDIA$316,885$1,395 â–²0.4%1,8170.1%Computer and TechnologyEOGEOG Resources$311,837$311,837 â–²New Holding2,1570.1%EnergyVFMOVanguard U.S. Momentum Factor ETF$307,279$394 â–¼-0.1%1,5590.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$305,581$4,765 â–¼-1.5%3,0780.1%FinanceDEDeere & Company$293,6260.0%5210.1%IndustrialsNOCNorthrop Grumman$289,636$22,489 â–¼-7.2%4250.1%AerospaceLMTLockheed Martin$288,596$13,283 â–¼-4.4%4780.1%AerospaceLLoews$288,1980.0%2,7000.1%FinancePGRProgressive$284,0780.0%1,4330.1%FinanceLOWLowe's Companies$283,5360.0%1,2000.1%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$282,710$51,539 â–¼-15.4%6,1930.1%ETFNFLXNetflix$257,6820.0%2,6800.1%Consumer DiscretionaryGOOGLAlphabet$247,917$288 â–²0.1%8620.1%Computer and TechnologyBYDBoyd Gaming$247,773$82 â–²0.0%3,0150.1%Consumer DiscretionaryTHCTenet Healthcare$244,757$244,757 â–²New Holding1,2970.1%MedicalBRBroadridge Financial Solutions$240,4700.0%1,4800.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$239,189$579 â–²0.2%3,7170.1%ETFMUBiShares National Muni Bond ETF$233,636$9,023 â–²4.0%2,2010.1%ETFGSThe Goldman Sachs Group$233,493$1,692 â–¼-0.7%2760.1%FinanceLLYEli Lilly and Company$229,9430.0%2500.1%MedicalQCOMQualcomm$229,486$229,486 â–²New Holding1,7820.1%Computer and TechnologyHBANHuntington Bancshares$229,439$29,390 â–¼-11.4%14,6610.1%FinanceMSTRStrategy$224,2660.0%1,7970.1%Computer and TechnologyJPIBJPMorgan International Bond Opportunities ETF$221,036$9,134 â–²4.3%4,6220.1%ETFNTRSNorthern Trust$220,8000.0%1,5820.1%FinanceUBERUber Technologies$218,236$6,977 â–²3.3%3,0340.1%Computer and TechnologyDKSDICK'S Sporting Goods$215,541$11,303 â–²5.5%1,0870.1%Retail/WholesaleMSFTMicrosoft$215,137$3,703 â–²1.8%5810.1%Computer and TechnologyADPAutomatic Data Processing$212,5260.0%1,0460.1%Computer and TechnologyAOSA. O. Smith$212,129$212,129 â–²New Holding3,2170.1%IndustrialsVUGVanguard Growth ETF$205,7280.0%4710.1%ETFBPBP$203,838$203,838 â–²New Holding4,3370.1%EnergyABBVAbbVie$200,0910.0%9200.1%MedicalQQQInvesco QQQ$0$1,913,238 â–¼-100.0%00.0%FinanceEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$0$444,505 â–¼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$337,966 â–¼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$324,606 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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