Stonehearth Capital Management, LLC holds a focused book of 94 stocks worth $293.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Eaton Vance Total Return and trimmed Ishares Msci USA Momentum Fa. Their largest long position is Ishares Msci USA Momentum Fa at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1550191/holdings"
Use Arkolith to show Stonehearth Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MSCI USA MMENTM | $40.1M | 116.9K | 13.7% | ▼−5.7% Reduced · −7K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $30.7M | 969.3K | 10.5% | ▲+51% Added · +326K sh | |
| 3 | Ishares TR MSCI USA VALUE | $27.3M | 136.5K | 9.3% | ▼−42% Reduced · −100K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $25.3M | 612.5K | 8.6% | ▲+1.1% Added · +6K sh | |
| 5 | GMO ETF Trust US QUALITY ETF | $18.6M | 447.6K | 6.4% | ▲+1.5% Added · +7K sh | |
| 6 | ALPS ETF TR OSHARES US SMLCP | $18.0M | 377.8K | 6.1% | ▲+2.6% Added · +10K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $17.2M | 287.9K | 5.9% | ▲+1.4% Added · +4K sh | |
| 8 | Morgan Stanley ETF Trust EATO VANC BD ETF | $14.3M | 282.1K | 4.9% | ▲New New position | |
| 9 | Ishares TR MSCI USA QLT FCT | $9.5M | 43.4K | 3.3% | ▼−3.1% Reduced · −1K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $7.8M | 94.5K | 2.7% | ▲+268% Added · +69K sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $7.4M | 24.5K | 2.5% | ▲New New position | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $7.2M | 74.3K | 2.4% | ▲+0.7% Added · +503 sh | |
| 13 | Vanguard World FD ESG US STK ETF | $4.5M | 34.2K | 1.5% | ▼−3.9% Reduced · −1K sh | |
| 14 | SPDR Series Trust ST STR SP500FF | $4.2M | 68.7K | 1.4% | ▼−0.3% Reduced · −174 sh | |
| 15 | Ishares TR LOW CA OP MS ETF | $3.6M | 14.3K | 1.2% | ▲~0% Added · +4 sh | |
| 16 | Apple Inc COM | $3.5M | 12.0K | 1.2% | ▼−4.4% Reduced · −555 sh | |
| 17 | Goldman Sachs ETF TR ACTIVEBETA INT | $3.0M | 65.3K | 1.0% | ▼−4.3% Reduced · −3K sh | |
| 18 | Goldman Sachs ETF TR ACTIVEBETA US LG | $2.4M | 16.7K | 0.8% | ▼−2.4% Reduced · −404 sh | |
| 19 | Vanguard Malvern FDS CORE-PLUS BD ETF | $2.2M | 28.3K | 0.7% | ▲New New position | |
| 20 | Vanguard Index FDS VALUE ETF | $2.0M | 9.1K | 0.7% | ▼−7.3% Reduced · −721 sh | |
| 21 | Nushares ETF TR NUVEEN ESG SMLCP | $2.0M | 37.7K | 0.7% | ▼−3.6% Reduced · −1K sh | |
| 22 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.9M | 32.9K | 0.7% | ▼−0.9% Reduced · −286 sh | |
| 23 | Ishares TR LATN AMER 40 ETF | $1.9M | 55.2K | 0.6% | ▼−3.5% Reduced · −2K sh | |
| 24 | Amplify ETF TR ETHO CLI LEA ETF | $1.8M | 22.1K | 0.6% | ▼−0.4% Reduced · −85 sh | |
| 25 | Ishares TR EAFE SML CP ETF | $1.7M | 20.9K | 0.6% | ▲New New position | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.9K | 0.6% | ▼−31% Reduced · −11K sh | |
| 27 | SPDR Index SHS FDS ST PORT MARK ETF | $1.6M | 30.2K | 0.5% | ▼−11% Reduced · −4K sh | |
| 28 | RTX Corporation COM | $1.5M | 7.9K | 0.5% | —Held | |
| 29 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.4M | 15.6K | 0.5% | ▼−0.1% Reduced · −12 sh | |
| 30 | Ishares TR ESG AWR US AGRGT | $1.2M | 25.4K | 0.4% | ▲+4.1% Added · +1K sh | |
| 31 | Vanguard Whitehall FDS HIGH DIV YLD | $1.2M | 7.5K | 0.4% | ▼−3.7% Reduced · −287 sh | |
| 32 | Exxon Mobil Corp COM | $1.1M | 8.3K | 0.4% | ▼−14% Reduced · −1K sh | |
| 33 | Ishares TR US TREAS BD ETF | $1.1M | 46.8K | 0.4% | ▲+12% Added · +5K sh | |
| 34 | Ge Aerospace COM NEW | $1.1M | 2.8K | 0.4% | ▼−24% Reduced · −912 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.0K | 0.4% | —Held | |
| 36 | J P Morgan Exchange Traded F DIV RTN INT EQ | $995K | 13.8K | 0.3% | ▼−5.1% Reduced · −747 sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $936K | 1.3K | 0.3% | ▼−0.5% Reduced · −6 sh | |
| 38 | Hartford FDS Exchange Traded MUN OPORTUNITE | $918K | 23.5K | 0.3% | ▼−3.6% Reduced · −875 sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $839K | 6.8K | 0.3% | ▲+273% Added · +5K sh | |
| 40 | Ge Vernova Inc COM | $822K | 700 | 0.3% | ▼−24% Reduced · −219 sh | |
| 41 | Vanguard Wellington FD US VALUE FACTR | $759K | 5.1K | 0.3% | ▼−18% Reduced · −1K sh | |
| 42 | SPDR Gold TR GOLD SHS | $748K | 2.0K | 0.3% | ▼−90% Reduced · −18K sh | |
| 43 | Amazon Com Inc COM | $743K | 3.1K | 0.3% | ▼−7.3% Reduced · −244 sh | |
| 44 | Ishares TR MSCI USA MIN ETF | $633K | 6.6K | 0.2% | —Held | |
| 45 | Fidelity Covington Trust MOMENTUM FACTR | $624K | 6.3K | 0.2% | ▼−9.4% Reduced · −654 sh | |
| 46 | New York Life Investments Et MERGE ARBIT ETF | $599K | 16.4K | 0.2% | ▼−5.7% Reduced · −997 sh | |
| 47 | Home Depot Inc COM | $489K | 1.4K | 0.2% | ▼−0.6% Reduced · −9 sh | |
| 48 | Johnson & Johnson COM | $487K | 1.9K | 0.2% | ▼−30% Reduced · −825 sh | |
| 49 | Kla Corp COM NEW | $438K | 1.5K | 0.1% | ▲+487% Added · +1K sh | |
| 50 | Steel Dynamics Inc COM | $411K | 1.8K | 0.1% | ▼−17% Reduced · −370 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 94 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 96 | $252.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 96 | $270.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 95 | $258.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 93 | $241.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 1, 2025 | 87 | $241.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 79 | $249.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 77 | $251.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.