Stonehearth Capital Management, LLC

All 13F Filings

Location
Danvers, MA
Most recent 13F
Q3 2026
Holdings value ($000)
291,940
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/13/2026 92 291,940 13F-HR Stonehearth Capital Management, LLC
Q2 2026 7/7/2026 94 293,074 13F-HR Stonehearth Capital Management, LLC
Q1 2026 4/17/2026 96 252,469 13F-HR Stonehearth Capital Management, LLC
Q4 2025 1/13/2026 96 270,300 13F-HR Stonehearth Capital Management, LLC
Q3 2025 10/24/2025 95 258,405 13F-HR Stonehearth Capital Management, LLC
Q2 2025 7/1/2025 93 241,459 13F-HR Stonehearth Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 19.99 K 6.8% 157 0 157
ETFs 272 K 93.2% 0 1.293 K -1.293 K
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
291,940
Holdings
92
QoQ value change ($000)
-1,134 (-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.