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Portfolio (Quarterly) Guide ↗

Stonehearth Capital Management, LLC

· CIK 0001550191
13F Portfolio $293M AUM 94 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 51 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EVTR MORGAN STANLEY ETF TRUST 282,092.0 $14.3M 4.88% NEW $50.71 -1.6%
2 QQQM INVESCO EXCH TRADED FD TR II 24,543.0 $7.4M 2.54% NEW $302.97 -2.3%
3 VPLS VANGUARD MALVERN FDS 28,317.0 $2.2M 0.75% NEW $77.58 -2.0%
4 SCZ ISHARES TR 20,937.0 $1.7M 0.59% NEW $82.27 +6.4%
5 EXEL EXELIXIS INC Healthcare 4,619.0 $251K 0.09% NEW $54.41 +8.5%
6 GIS GENERAL MILLS INC Consumer Defensive 6,991.0 $243K 0.08% NEW $34.80 +10.0%
7 CSCO CISCO SYS INC Technology 1,928.0 $226K 0.08% NEW $117.46 -7.0%
8 GILD GILEAD SCIENCES INC Healthcare 1,775.0 $224K 0.08% NEW $126.34 +19.5%
9 SBUX STARBUCKS CORP Consumer Cyclical 2,065.0 $211K 0.07% NEW $102.19 +2.2%
10 EFAX SPDR INDEX SHS FDS 3,869.0 $209K 0.07% NEW $54.12 +3.4%
11 CROX CROCS INC Consumer Cyclical 1,662.0 $201K 0.07% NEW $120.64 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 16.2%
Industrials 15.1%
Consumer Cyclical 12.4%
Healthcare 9.8%
Energy 6.8%
Utilities 4.1%
Basic Materials 3.6%
Consumer Defensive 2.9%
Communication Services 2.4%