Stonehearth Capital Management, LLC
•CIK: 1550191•Filing: Q4 2025
**Stonehearth Capital Management, LLC** manages $270M across a diversified portfolio of 96 positions. The strategy exhibits a notable tilt toward value and quality, evidenced by top holdings including VLUE at $34.8M and MTUM at $31.7M. Significant allocations are also directed toward income and international exposure, with SCHD ($17.7M) and VWO ($15.4M) anchoring core segments. This concentrated yet diversified structure suggests a disciplined, factor-aware approach to capital appreciation.
Total AUM
$270.3M
QoQ Performance
+4.6%
Positions
71
Top 10 Concentration
69.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VLUE
MTUM
DFAI
SCHD
QLTY
OUSM
VWO
VLUE12.9%
MTUM11.7%
DFAI10.1%
SCHD6.6%
QLTY6.0%
OUSM6.0%
VWO5.7%
VEA4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.9%
Technology2.3%
Industrial1.3%
Consumer0.9%
Financial0.8%
ETF0.7%
Healthcare0.6%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023