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Filers›Holding Co.›Stonehearth Capital Management, LLC
DOSSIER · 13F-HR · Q1 2026

Stonehearth Capital Management, LLC

Stonehearth's holding co. based in Omaha, NE — $252M in tracked AUM across 96 positions as of Q1 2026.

S
Stonehearth·Omaha, NE·Holding Co.
CIK 0001550191 · last filed Mar 31, 2026
Total AUM
$252M
▼ 4.3%
vs prior
Holdings
96
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
36% weight
concentration
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.

#HoldingValueSharesWeight
01
VLUE
ISHARES TR
$34M236K13.3%
02
MTUM
ISHARES TR
$30M124K11.8%
03
DFAI
DIMENSIONAL ETF TRUST
$24M606K9.4%
04
SCHD
SCHWAB STRATEGIC TR
$20M643K7.8%
05
OUSM
ALPS ETF TR
$16M368K6.4%
06
QLTY
GMO ETF TRUST
$16M441K6.3%
07
VWO
VANGUARD INTL EQUITY INDEX F
$15M284K6.1%
08
GLD
SPDR GOLD TR
$9M20K3.5%
09
QUAL
ISHARES TR
$9M45K3.4%
10
DJP
BARCLAYS BANK PLC
$7M153K2.9%

Filing history

Filing history loading…
AI Agent · grounded in Stonehearth
haiku-4-5 · 96 positions indexed
Sector mix
  • Health Care36%
  • Cons. Disc.13%
  • Communications21%
  • Industrials5%
  • Energy12%
  • Other13%
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