Stonehearth Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Stonehearth Capital Management, LLC held in its portfolio 96 assets valued at $270,300,316 (i.e. $270.30M).
The most valuable assets in the portfolio included: ISHARES TR ($34.77M), ISHARES TR ($31.71M), and DIMENSIONAL ETF TRUST ($27.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stonehearth Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 254278 | 34767462 | MSCI USA VALUE |
| ISHARES TR | 126674 | 31707839 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 713950 | 27208652 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 646819 | 17742245 | US DIVIDEND EQ |
| GMO ETF TRUST | 420793 | 16183699 | GMO US QUALITY E |
| ALPS ETF TR | 368002 | 16096429 | OSHARES US SMLCP |
| VANGUARD INTL EQUITY INDEX F | 285845 | 15367024 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED FDS | 175234 | 10946876 | VAN FTSE DEV MKT |
| ISHARES TR | 48789 | 9690468 | MSCI USA QLT FCT |
| SPDR GOLD TR | 22412 | 8882001 | GOLD SHS |
| ISHARES TR | 222274 | 6768243 | LATN AMER 40 ETF |
| AMERICAN CENTY ETF TR | 71679 | 5520717 | AVANTIS EMGMKT |
| VANGUARD WORLD FD | 36285 | 4389034 | ESG US STK ETF |
| APPLE INC | 15573 | 4233681 | COM |
| SPDR SERIES TRUST | 71322 | 4007583 | STATE STREET SPD |
| ISHARES TR | 15041 | 3467479 | LOW CARBON OPTIM |
| GOLDMAN SACHS ETF TR | 79493 | 3413429 | ACTIVEBETA INT |
| GOLDMAN SACHS ETF TR | 17550 | 2323100 | ACTIVEBETA US LG |
| VANGUARD SCOTTSDALE FDS | 36892 | 2210914 | INTER TERM TREAS |
| VANGUARD INDEX FDS | 10940 | 2089469 | VALUE ETF |
| INVESCO QQQ TR | 3114 | 1913238 | UNIT SER 1 |
| NUSHARES ETF TR | 41975 | 1874184 | NUVEEN ESG SMLCP |
| SPDR INDEX SHS FDS | 36922 | 1728319 | PORTFOLIO EMG MK |
| ISHARES INC | 25519 | 1715387 | CORE MSCI EMKT |
| AMPLIFY ETF TR | 23605 | 1541429 | AMPLIFY ETHO CLI |
| GE AEROSPACE | 4907 | 1511503 | COM NEW |
| RTX CORPORATION | 7868 | 1443073 | COM |
| EXXON MOBIL CORP | 9785 | 1177527 | COM |
| ISHARES TR | 24509 | 1172756 | ESG AWR US AGRGT |
| INVESCO EXCHANGE TRADED FD T | 15605 | 1171175 | S&P500 QUALITY |
| VANGUARD WHITEHALL FDS | 7827 | 1123331 | HIGH DIV YLD |
| J P MORGAN EXCHANGE TRADED F | 16213 | 1104767 | DIV RTN INT EQ |
| BERKSHIRE HATHAWAY INC DEL | 2050 | 1030433 | CL B NEW |
| ISHARES TR | 41801 | 962468 | US TREAS BD ETF |
| HARTFORD FDS EXCHANGE TRADED | 23600 | 922996 | MUN OPORTUNITE |
| SPDR S&P 500 ETF TR | 1259 | 858537 | TR UNIT |
| ISHARES TR | 1812 | 857620 | RUS 1000 GRW ETF |
| VANGUARD WELLINGTON FD | 6354 | 843684 | US VALUE FACTR |
| ORACLE CORP | 4244 | 827241 | COM |
| AMAZON COM INC | 3361 | 775786 | COM |
| ISHARES TR | 7141 | 672397 | MSCI USA MIN VOL |
| VANGUARD INDEX FDS | 1031 | 646459 | S&P 500 ETF SHS |
| GE VERNOVA INC | 932 | 609127 | COM |
| FIDELITY COVINGTON TRUST | 6980 | 586041 | MOMENTUM FACTR |
| JOHNSON & JOHNSON | 2745 | 567974 | COM |
| HOME DEPOT INC | 1396 | 480364 | COM |
| NEWMONT CORP | 4780 | 477283 | COM |
| VERIZON COMMUNICATIONS INC | 11374 | 463277 | COM |
| SPDR INDEX SHS FDS | 8808 | 444505 | MSCI EAFE FS ETF |
| TESLA INC | 971 | 436678 | COM |
| ISHARES SILVER TR | 6682 | 430454 | ISHARES |
| STEEL DYNAMICS INC | 2234 | 378629 | COM |
| DOUBLELINE ETF TRUST | 8042 | 372863 | OPPORTUNISTIC CO |
| AMERICAN CENTY ETF TR | 4442 | 365665 | INTL EQT ETF |
| KLA CORP | 299 | 363378 | COM NEW |
| JPMORGAN CHASE & CO. | 1114 | 358953 | COM |
| ISHARES TR | 506 | 346414 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 7245 | 343051 | CORE PLUS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 6681 | 337966 | ULTRA SHRT ETF |
| NVIDIA CORPORATION | 1809 | 337379 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1480 | 330292 | COM |
| ISHARES TR | 1553 | 326658 | RUS 1000 VAL ETF |
| PROGRESSIVE CORP | 1433 | 326323 | COM |
| SPDR INDEX SHS FDS | 7322 | 325170 | PORTFOLIO DEVLPD |
| ISHARES TR | 2701 | 324606 | CORE S&P SCP ETF |
| HARTFORD FDS EXCHANGE TRADED | 9466 | 323259 | TOTAL RTRN ETF |
| COSTCO WHSL CORP NEW | 369 | 318203 | COM |
| ISHARES TR | 3126 | 312190 | CORE US AGGBD ET |
| VANGUARD WELLINGTON FD | 1561 | 298541 | US MOMENTUM |
| META PLATFORMS INC | 450 | 297101 | CL A |
| PFIZER INC | 11648 | 290045 | COM |
| LOWES COS INC | 1200 | 289392 | COM |
| HUNTINGTON BANCSHARES INC | 16539 | 286945 | COM |
| LOEWS CORP | 2700 | 284337 | COM |
| MICROSOFT CORP | 571 | 276233 | COM |
| STRATEGY INC | 1797 | 273054 | CL A NEW |
| ALPHABET INC | 861 | 269494 | CAP STK CL A |
| AUTOMATIC DATA PROCESSING IN | 1046 | 269063 | COM |
| ELI LILLY & CO | 250 | 268670 | COM |
| NORTHROP GRUMMAN CORP | 458 | 260892 | COM |
| BOYD GAMING CORP | 3014 | 256913 | COM |
| NETFLIX INC | 2680 | 251277 | COM |
| MERCK & CO INC | 2361 | 248519 | COM |
| CACI INTL INC | 463 | 246691 | CL A |
| GOLDMAN SACHS GROUP INC | 278 | 244362 | COM |
| EMERSON ELEC CO | 1836 | 243682 | COM |
| DEERE & CO | 521 | 242683 | COM |
| LOCKHEED MARTIN CORP | 500 | 241593 | COM |
| ISHARES TR | 3708 | 241057 | CORE 60/40 BALAN |
| UBER TECHNOLOGIES INC | 2937 | 239982 | COM |
| VANGUARD INDEX FDS | 471 | 229782 | GROWTH ETF |
| ISHARES TR | 2116 | 226645 | NATIONAL MUN ETF |
| NORTHERN TR CORP | 1582 | 216085 | COM |
| J P MORGAN EXCHANGE TRADED F | 4431 | 215802 | INTL BD OPP ETF |
| ABBVIE INC | 920 | 210211 | COM |
| DICKS SPORTING GOODS INC | 1030 | 203909 | COM |
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