StockDriftsStockDriftsTop 50 Stonehearth Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | 12.46% | 114.6K | $36.4M | -1.96%(-2.29K) | $145.18(+103.69%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 10.78% | 967.8K | $31.5M | -0.16%(-1.57K) | $28.21(+21.36%) | 2026-09-30 | |
| VLUE | ISHARES TR | 9.28% | 136.9K | $27.1M | +0.29%(+398) | $88.08(+118.71%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.74% | 615.8K | $25.5M | +0.53%(+3.25K) | $27.35(+51.02%) | 2026-09-30 | |
| QLTY | GMO ETF TRUST | 6.67% | 454.8K | $19.5M | +1.62%(+7.26K) | $33.36(+31.85%) | 2026-09-30 | |
| OUSM | ALPS ETF TR | 6.03% | 383.1K | $17.6M | +1.39%(+5.27K) | $27.06(+75.43%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.87% | 288.9K | $17.1M | +0.35%(+997) | $45.19(+28.40%) | 2026-09-30 | |
| EVTR | MORGAN STANLEY ETF TRUST | 4.55% | 275.6K | $13.3M | -2.30%(-6.50K) | $50.76(-4.12%) | 2026-09-30 | |
| QUAL | ISHARES TR | 3.21% | 42.2K | $9.4M | -2.87%(-1.25K) | $74.44(+202.55%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.61% | 93.8K | $7.6M | -0.78%(-738) | $70.25(+10.09%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.68% | +71.44% | +8.88% | +53.03% |
| Top 20 Holdings Unweighted | +16.92% | +59.85% | +7.73% | +45.10% |
Stonehearth Capital Management LLC reports $291.94M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are MTUM (12.5%), SCHD (10.8%) and VLUE (9.3%). The top 20 holdings account for 84.04% of reported assets. Its disclosed equity book has returned +71.44% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonehearth Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1550191). View Stonehearth Capital Management LLC’s 13F filings on SEC