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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 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NUSC NUSHARES ETF TR 37,711.0 $2.0M 0.67% -1K -3.6% $52.12 -1.5%
22 VGIT VANGUARD SCOTTSDALE FDS 32,904.0 $1.9M 0.66% -286.0 -0.9% $58.98 -1.8%
23 ILF ISHARES TR 55,198.0 $1.9M 0.64% -2K -3.5% $33.75 +6.9%
24 ETHO AMPLIFY ETF TR 22,052.0 $1.8M 0.61% $80.61 +0.3%
25 SCZ ISHARES TR 20,937.0 $1.7M 0.59% NEW $82.27 +6.4%
26 VEA VANGUARD TAX-MANAGED FDS 23,850.0 $1.7M 0.58% -11K -31.0% $71.25 +3.5%
27 SPEM SPDR INDEX SHS FDS 30,161.0 $1.6M 0.53% -4K -11.4% $51.78 +3.1%
28 RTX RTX CORPORATION Industrials 7,868.0 $1.5M 0.51% $189.74 +5.8%
29 SPHQ INVESCO EXCHANGE TRADED FD T 15,583.0 $1.4M 0.48% $90.10 -5.3%
30 EAGG ISHARES TR 25,393.0 $1.2M 0.41% +1K +4.1% $47.41 -2.0%
31 VYM VANGUARD WHITEHALL FDS 7,540.0 $1.2M 0.41% -287.0 -3.7% $158.03 +3.9%
32 XOM EXXON MOBIL CORP Energy 8,342.0 $1.1M 0.39% -1K -14.4% $136.72 +16.6%
33 GOVT ISHARES TR 46,789.0 $1.1M 0.36% +5K +11.6% $22.78 -1.9%
34 GE GE AEROSPACE Industrials 2,839.0 $1.1M 0.36% -912.0 -24.3% $373.73 -9.8%
35 BERKSHIRE HATHAWAY INC DEL 2,050.0 $1.0M 0.35% $500.39
36 JPIN J P MORGAN EXCHANGE TRADED F 13,767.0 $995K 0.34% -747.0 -5.2% $72.31 +7.4%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,253.0 $936K 0.32% $746.77 +3.1%
38 HMOP HARTFORD FDS EXCHANGE TRADED 23,451.0 $918K 0.31% -875.0 -3.6% $39.15 -2.3%
39 IWF ISHARES TR 6,753.0 $839K 0.29% +5K +272.7% $124.17 -0.6%
40 GEV GE VERNOVA INC Utilities 700.0 $822K 0.28% -219.0 -23.8% $1174.86 -19.8%
Page 2 of 5  ·  94 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%