Stonehearth Capital Management, LLC
Annual return '25
+20.6%
SPY '25
+17.7%
Alpha
+2.9ptsvs SPY
Invested
$504.9M
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VLUE
ISHARES TR
Held since at least Q1 2024
13.3%
02
$MTUM
ISHARES TR
Q1 2026: Sold 73.9% (3.8k → 978 shares)
11.8%
03
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Increased +6.8% (94.9k → 101.4k shares)
9.4%
04
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: New position (8.3k shares)
7.8%
05
$OUSM
ALPS ETF TR
Held since at least Q1 2024
6.4%
06
$QLTY
GMO ETF TRUST
Held since at least Q1 2024
6.3%
07
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
6.1%
08
$GQ9
SPDR GOLD TR
Q4 2025: New position (4.3k shares)
3.5%
09
$QUAL
ISHARES TR
Q1 2026: Exited (was 1.3k shares)
3.4%
10
$DJP
BARCLAYS BANK PLC
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.