Stonehearth Capital Management, LLC
CIK: 1550191SEC EDGAR →
Portfolio Value
$172.9B
Holdings
94
As of
Q2 2026
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 969,332 | $30.7B | 17.77% |
| 2 | DIMENSIONAL ETF TRUST | 612,525 | $25.3B | 14.61% |
| 3 | GMO ETF TRUST | 447,576 | $18.6B | 10.77% |
| 4 | ALPS ETF TR | 377,783 | $18.0B | 10.38% |
| 5 | VANGUARD INTL EQUITY INDEX F | 287,905 | $17.2B | 9.94% |
| 6 | MORGAN STANLEY ETF TRUST | 282,092 | $14.3B | 8.27% |
| 7 | ISHARES INC | 94,505 | $7.8B | 4.53% |
| 8 | AMERICAN CENTY ETF TR | 74,278 | $7.2B | 4.14% |
| 9 | SPDR SERIES TRUST | 68,710 | $4.2B | 2.43% |
| 10 | GOLDMAN SACHS ETF TR | 65,335 | $3.0B | 1.73% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $169.4B | 97.9% |
| Unknown | 5 | $2.2B | 1.3% |
| Technology | 9 | $509.6M | 0.3% |
| Basic Materials | 2 | $309.0M | 0.2% |
| Healthcare | 6 | $253.1M | 0.1% |
| Consumer Defensive | 2 | $243.6M | 0.1% |
| Industrials | 4 | $3.1M | 0.0% |
| Consumer Cyclical | 7 | $2.5M | 0.0% |
| Energy | 2 | $1.4M | 0.0% |
| Utilities | 1 | $822K | 0.0% |
| Communication Services | 1 | $237K | 0.0% |