account_balance

Investment manager · 13F filer · SEC CIK 1550191

Stonehearth Capital Management, LLC

Reported value$292Mas of Sep 30, 2026
Positions92 4 new, 6 sold out
Top 10 weight70.2%MTUM alone is 12%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MTUM iShares Tr 12.5% Held
SCHD Schwab Strategic Tr 10.8% Held
VLUE iShares Tr 9.3% Held
DFAI Dimensional ETF Trust 8.7% Held
QLTY Gmo ETF Trust 6.7% Held
OUSM Alps ETF Tr 6.0% Held
VWO Vanguard Intl Equity Index F 5.9% Held
EVTR Morgan Stanley ETF Trust 4.5% Trimmed −2%
QUAL iShares Tr 3.2% Trimmed −3%
IEMG iShares Inc 2.6% Held
PDBC Invesco Actvely MNGD Etc Fd 2.5% New
AVEM American Centy ETF Tr 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 7, 2026 filing
add_circleNew
  • PDBC $7.37M
  • VTEB $1.15M
  • AVIG $539K
  • HST $221K
arrow_upwardAdded
  • HMOP +121%
  • GE +31%
  • IWF +22%
  • GEV +20%
arrow_downwardTrimmed
  • QQQM −74%
  • VFVA −21%
  • ILF −7%
  • QUAL −3%
remove_circleSold out
  • SCZ $1.72M
  • DKS $217K
  • SBUX $211K
  • VOO $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist