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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stonehearth Capital Management, LLC

Quarter ended Q2 2025 · Filed July 1, 2025 · Accession 0001550191-25-000005

Total Value
$241.5M
Positions
93
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (93)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F396129,658$31.2M12.90%
2ISHARES TR46432F388262,426$29.7M12.30%
3DIMENSIONAL ETF TRUST25434V203700,613$24.2M10.03%
4ALPS ETF TR00162Q395350,366$15.1M6.27%
5SCHWAB STRATEGIC TR808524797557,803$14.8M6.12%
6VANGUARD INTL EQUITY INDEX F922042858282,684$14.0M5.79%
72023 ETF SERIES TRUST II90139K100389,209$13.3M5.52%
8VANGUARD TAX-MANAGED FDS921943858172,970$9.9M4.08%
9ISHARES TR46432F33951,657$9.4M3.91%
10SPDR GOLD TRGLD28,340$8.6M3.58%
11ISHARES TR464287390242,966$6.4M2.64%
12VANGUARD WORLD FD92191073337,229$4.1M1.69%
13SPDR SER TR78468R79672,472$3.7M1.53%
14GOLDMAN SACHS ETF TRNVGLF83,734$3.3M1.38%
15APPLE INCAAPL15,751$3.2M1.34%
16ISHARES TR46434V46415,205$3.2M1.33%
17VANGUARD SCOTTSDALE FDS92206C70636,140$2.2M0.90%
18GOLDMAN SACHS ETF TRNVGLF17,323$2.1M0.87%
19ISHARES TR46429B26788,622$2.0M0.84%
20VANGUARD INDEX FDS92290874411,059$2.0M0.81%
21NUSHARES ETF TRNU42,106$1.7M0.71%
22SPDR INDEX SHS FDS78463X50938,848$1.7M0.69%
23ISHARES INC46434G10324,782$1.5M0.62%
24ISHARES TR46428827319,929$1.4M0.60%
25AMPLIFY ETF TR03210855723,538$1.4M0.57%
26GE AEROSPACE3696043014,947$1.3M0.53%
27RTX CORPORATIONRTX8,229$1.2M0.50%
28ISHARES TR46435U54923,864$1.1M0.47%
29J P MORGAN EXCHANGE TRADED F46641Q20917,492$1.1M0.46%
30INVESCO EXCHANGE TRADED FD TIVZ15,665$1.1M0.46%
31EXXON MOBIL CORPXOM9,870$1.1M0.44%
32VANGUARD WHITEHALL FDS9219464067,827$1.0M0.43%
33HARTFORD FDS EXCHANGE TRADED41653L50327,120$1.0M0.43%
34BERKSHIRE HATHAWAY INC DELBRK-A2,017$979,7980.41%
35ORACLE CORPORCL-PD4,244$927,9130.38%
36MICROSTRATEGY INCSTRK2,206$891,7310.37%
37SPDR S&P 500 ETF TRSPY1,259$777,8730.32%
38VANGUARD WELLINGTON FD9219358056,510$770,1330.32%
39ISHARES TR4642876141,812$769,3390.32%
40AMAZON COM INCAMZN3,181$697,8800.29%
41ISHARES TR46429B6977,141$670,3260.28%
42JOHNSON & JOHNSONJNJ4,183$638,8770.26%
43FIDELITY COVINGTON TRUST3160928166,980$529,5030.22%
44HOME DEPOT INCHD1,404$514,7630.21%
45GE VERNOVA INCGEV940$497,4010.21%
46VERIZON COMMUNICATIONS INCVZ11,482$496,8410.21%
47PROGRESSIVE CORP7433151031,653$441,1200.18%
48SPDR INDEX SHS FDS78470E1068,177$387,2620.16%
49COSTCO WHSL CORP NEW22160K105391$387,0670.16%
50NETFLIX INCNFLX283$378,9740.16%
51BROADRIDGE FINL SOLUTIONS IN11133T1031,480$359,6840.15%
52J P MORGAN EXCHANGE TRADED F46641Q6707,537$354,6910.15%
53DOUBLELINE ETF TRUST25861R1057,573$350,1760.15%
54J P MORGAN EXCHANGE TRADED F46641Q8376,681$338,5680.14%
55AUTOMATIC DATA PROCESSING INADP1,066$328,7540.14%
56AMERICAN CENTY ETF TR0250727034,442$328,7520.14%
57JPMORGAN CHASE & CO.VYLD1,114$322,9600.13%
58META PLATFORMS INCMETA436$321,8750.13%
59ISHARES TR464287200506$314,0250.13%
60TESLA INCTSLA980$311,3070.13%
61HARTFORD FDS EXCHANGE TRADED41653L3059,021$305,5360.13%
62ISHARES TR4642875981,553$301,6390.12%
63SPDR INDEX SHS FDS78463X8897,322$296,4680.12%
64ISHARES TR4642878042,701$295,1920.12%
65STEEL DYNAMICS INCSTLD2,251$288,2090.12%
66NVIDIA CORPORATIONNVDA1,809$285,8040.12%
67PFIZER INCPFE11,757$284,9990.12%
68HUNTINGTON BANCSHARES INCHBANP16,891$283,0870.12%
69NEWMONT CORPNEMCL4,780$278,4830.12%
70VANGUARD WELLINGTON FD9219355081,585$273,4440.11%
71MICROSOFT CORPMSFT546$271,6710.11%
72KLA CORPKLAC302$270,5640.11%
73UBER TECHNOLOGIES INCUBER2,880$268,7040.11%
74LOWES COS INC5486611071,200$266,2440.11%
75WAYFAIR INCW5,185$265,1610.11%
76DEERE & CODE521$265,0560.11%
77EMERSON ELEC COEMR1,903$253,7360.11%
78LOEWS CORPL2,700$247,4820.10%
79NORTHROP GRUMMAN CORPNOC488$243,7590.10%
80VANGUARD INDEX FDS922908736548$240,2430.10%
81BOYD GAMING CORPBYD2,999$234,6120.10%
82STARBUCKS CORPSBUX2,556$234,2060.10%
83TIDAL TR II88634T49310,364$229,7660.10%
84INVESCO QQQ TRIVZ411$226,9230.09%
85CACI INTL INC127190304472$225,0020.09%
86LOCKHEED MARTIN CORPLMT478$221,1490.09%
87ISHARES SILVER TRSLV6,682$219,2360.09%
88DICKS SPORTING GOODS INC2533931021,059$209,4810.09%
89SM ENERGY COSM8,247$203,7830.08%
90J P MORGAN EXCHANGE TRADED F46641Q8524,181$203,2920.08%
91CROCS INCCROX1,993$201,8510.08%
92NORTHERN TR CORPNTRSO1,582$200,5820.08%
93SOUNDHOUND AI INCSOUNW15,273$163,8790.07%