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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
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MTUM ISHARES TR 116,926.0 $40.1M 13.68% -7K -5.7% $342.83 -11.1%
2 VLUE ISHARES TR 136,475.0 $27.3M 9.30% -100K -42.3% $199.81 +2.9%
3 QUAL ISHARES TR 43,415.0 $9.5M 3.25% -1K -3.1% $219.43 +1.4%
4 ESGV VANGUARD WORLD FD 34,233.0 $4.5M 1.54% -1K -3.9% $132.24 +3.3%
5 AAPL APPLE INC Technology 11,977.0 $3.5M 1.18% -555.0 -4.4% $289.36 +10.6%
6 GSIE GOLDMAN SACHS ETF TR 65,335.0 $3.0M 1.02% -3K -4.3% $45.70 +5.8%
7 GSLC GOLDMAN SACHS ETF TR 16,674.0 $2.4M 0.81% -404.0 -2.4% $141.89 +3.6%
8 VTV VANGUARD INDEX FDS 9,076.0 $2.0M 0.68% -721.0 -7.4% $217.93 +3.9%
9 NUSC NUSHARES ETF TR 37,711.0 $2.0M 0.67% -1K -3.6% $52.12 -1.5%
10 VGIT VANGUARD SCOTTSDALE FDS 32,904.0 $1.9M 0.66% -286.0 -0.9% $58.98 -1.8%
11 ILF ISHARES TR 55,198.0 $1.9M 0.64% -2K -3.5% $33.75 +6.9%
12 VEA VANGUARD TAX-MANAGED FDS 23,850.0 $1.7M 0.58% -11K -31.0% $71.25 +3.5%
13 SPEM SPDR INDEX SHS FDS 30,161.0 $1.6M 0.53% -4K -11.4% $51.78 +3.1%
14 VYM VANGUARD WHITEHALL FDS 7,540.0 $1.2M 0.41% -287.0 -3.7% $158.03 +3.9%
15 XOM EXXON MOBIL CORP Energy 8,342.0 $1.1M 0.39% -1K -14.4% $136.72 +16.6%
16 GE GE AEROSPACE Industrials 2,839.0 $1.1M 0.36% -912.0 -24.3% $373.73 -9.8%
17 JPIN J P MORGAN EXCHANGE TRADED F 13,767.0 $995K 0.34% -747.0 -5.2% $72.31 +7.4%
18 HMOP HARTFORD FDS EXCHANGE TRADED 23,451.0 $918K 0.31% -875.0 -3.6% $39.15 -2.4%
19 GEV GE VERNOVA INC Utilities 700.0 $822K 0.28% -219.0 -23.8% $1174.86 -19.8%
20 VFVA VANGUARD WELLINGTON FD 5,116.0 $759K 0.26% -1K -18.4% $148.43 +10.0%
Page 1 of 3  ·  51 positions

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%