Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stonehearth Capital Management, LLC (CIK 1550191) reported $252.5M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VLUE ($33.6M, 13.32%), MTUM ($29.8M, 11.79%), DFAI ($23.6M, 9.35%), SCHD ($19.7M, 7.82%), OUSM ($16.1M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $33.6M | 13.32% | 236,423 | Trimmed |
| 2 | MTUM | ISHARES TR | $29.8M | 11.79% | 124,002 | Trimmed |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $23.6M | 9.35% | 606,116 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $19.7M | 7.82% | 643,261 | Trimmed |
| 5 | OUSM | ALPS ETF TR | $16.1M | 6.38% | 368,027 | Added |
| 6 | QLTY | GMO ETF TRUST | $16.0M | 6.32% | 440,926 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $15.3M | 6.08% | 283,862 | Trimmed |
| 8 | GLD | SPDR GOLD TR | $8.8M | 3.48% | 20,394 | Trimmed |
| 9 | QUAL | ISHARES TR | $8.6M | 3.41% | 44,828 | Trimmed |
| 10 | DJP | BARCLAYS BANK PLC | $7.4M | 2.91% | 152,846 | New |
| 11 | AVEM | AMERICAN CENTY ETF TR | $5.9M | 2.35% | 73,775 | Added |
| 12 | ESGV | VANGUARD WORLD FD | $4.0M | 1.58% | 35,631 | Trimmed |
| 13 | SPYX | SPDR SERIES TRUST | $3.7M | 1.45% | 68,884 | Trimmed |
| 14 | CRBN | ISHARES TR | $3.2M | 1.26% | 14,248 | Trimmed |
| 15 | AAPL | APPLE INC | $3.2M | 1.26% | 12,532 | Trimmed |
| 16 | GSIE | GOLDMAN SACHS ETF TR | $2.9M | 1.17% | 68,242 | Trimmed |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $2.2M | 0.88% | 34,551 | Trimmed |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $2.1M | 0.85% | 17,078 | Trimmed |
| 19 | ILF | ISHARES TR | $2.0M | 0.80% | 57,179 | Trimmed |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $2.0M | 0.78% | 33,190 | Trimmed |
| 21 | VTV | VANGUARD INDEX FDS | $1.9M | 0.76% | 9,797 | Trimmed |
| 22 | IEMG | ISHARES INC | $1.8M | 0.71% | 25,687 | Added |
| 23 | NUSC | NUSHARES ETF TR | $1.8M | 0.70% | 39,119 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $1.7M | 0.66% | 9,750 | Trimmed |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.6M | 0.63% | 34,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31