Institutional Fund
Stonehearth Capital Management, LLC
Danvers, MACIK 15501915 filings on record
Portfolio Value
$252.47M
Q1 2026
Holdings
96
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-6.6%
from $270.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.3%
- Ishares Tr11.8%
- Dimensional ETF Trust9.4%
- Schwab Strategic Tr7.8%
- Alps ETF Tr ETF6.4%
- 2023 ETF Series Trust II6.3%
- Other45.0%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 236.4K | $33.62M | 13.3% | −17.9K | Reduced |
| 2 | Ishares Tr | 124.0K | $29.76M | 11.8% | −2.7K | Reduced |
| 3 | Dimensional ETF Trust | 606.1K | $23.61M | 9.4% | −107.8K | Reduced |
| 4 | Schwab Strategic Tr | 643.3K | $19.74M | 7.8% | −3.6K | Reduced |
| 5 | Alps ETF Tr ETF | 368.0K | $16.10M | 6.4% | +25 | Added |
| 6 | 2023 ETF Series Trust II | 440.9K | $15.95M | 6.3% | +20.1K | Added |
| 7 | Vanguard Intl Equity Index F | 283.9K | $15.34M | 6.1% | −2.0K | Reduced |
| 8 | Spdr Gold Tr | 20.4K | $8.78M | 3.5% | −2.0K | Reduced |
| 9 | Ishares Tr | 44.8K | $8.60M | 3.4% | −4.0K | Reduced |
| 10 | Barclays Bank PLC | 152.8K | $7.36M | 2.9% | +152.8K | New |
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