AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Stonehearth Capital Management 13F Filing
Portfolio Overview
Stonehearth Capital Management reported a significant expansion in assets under management (AUM) for the period ending December 31, 2025. The total portfolio value surged by 57.6%, rising from $171.51M to $270.30M. This substantial growth indicates a combination of strong market performance on existing assets and likely significant net capital inflows or aggressive redeployment of cash during...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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