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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 Q4 2025 · Filed January 13, 2026 · Accession 0001550191-26-000001

Total Value
$270.3M
Positions
96
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (96)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F388254,278$34.8M12.86%
2ISHARES TR46432F396126,674$31.7M11.73%
3DIMENSIONAL ETF TRUST25434V203713,950$27.2M10.07%
4SCHWAB STRATEGIC TR808524797646,819$17.7M6.56%
5GMO ETF TRUST90139K100420,793$16.2M5.99%
6ALPS ETF TR00162Q395368,002$16.1M5.96%
7VANGUARD INTL EQUITY INDEX F922042858285,845$15.4M5.69%
8VANGUARD TAX-MANAGED FDS921943858175,234$10.9M4.05%
9ISHARES TR46432F33948,789$9.7M3.59%
10SPDR GOLD TRGLD22,412$8.9M3.29%
11ISHARES TR464287390222,274$6.8M2.50%
12AMERICAN CENTY ETF TR02507260471,679$5.5M2.04%
13VANGUARD WORLD FD92191073336,285$4.4M1.62%
14APPLE INCAAPL15,573$4.2M1.57%
15SPDR SERIES TRUST78468R79671,322$4.0M1.48%
16ISHARES TR46434V46415,041$3.5M1.28%
17GOLDMAN SACHS ETF TRNVGLF79,493$3.4M1.26%
18GOLDMAN SACHS ETF TRNVGLF17,550$2.3M0.86%
19VANGUARD SCOTTSDALE FDS92206C70636,892$2.2M0.82%
20VANGUARD INDEX FDS92290874410,940$2.1M0.77%
21INVESCO QQQ TRIVZ3,114$1.9M0.71%
22NUSHARES ETF TRNU41,975$1.9M0.69%
23SPDR INDEX SHS FDS78463X50936,922$1.7M0.64%
24ISHARES INC46434G10325,519$1.7M0.63%
25AMPLIFY ETF TR03210855723,605$1.5M0.57%
26GE AEROSPACE3696043014,907$1.5M0.56%
27RTX CORPORATIONRTX7,868$1.4M0.53%
28EXXON MOBIL CORPXOM9,785$1.2M0.44%
29ISHARES TR46435U54924,509$1.2M0.43%
30INVESCO EXCHANGE TRADED FD TIVZ15,605$1.2M0.43%
31VANGUARD WHITEHALL FDS9219464067,827$1.1M0.42%
32J P MORGAN EXCHANGE TRADED F46641Q20916,213$1.1M0.41%
33BERKSHIRE HATHAWAY INC DELBRK-A2,050$1.0M0.38%
34ISHARES TR46429B26741,801$962,4680.36%
35HARTFORD FDS EXCHANGE TRADED41653L50323,600$922,9960.34%
36SPDR S&P 500 ETF TRSPY1,259$858,5370.32%
37ISHARES TR4642876141,812$857,6200.32%
38VANGUARD WELLINGTON FD9219358056,354$843,6840.31%
39ORACLE CORPORCL-PD4,244$827,2410.31%
40AMAZON COM INCAMZN3,361$775,7860.29%
41ISHARES TR46429B6977,141$672,3970.25%
42VANGUARD INDEX FDS9229083631,031$646,4590.24%
43GE VERNOVA INCGEV932$609,1270.23%
44FIDELITY COVINGTON TRUST3160928166,980$586,0410.22%
45JOHNSON & JOHNSONJNJ2,745$567,9740.21%
46HOME DEPOT INCHD1,396$480,3640.18%
47NEWMONT CORPNEMCL4,780$477,2830.18%
48VERIZON COMMUNICATIONS INCVZ11,374$463,2770.17%
49SPDR INDEX SHS FDS78470E1068,808$444,5050.16%
50TESLA INCTSLA971$436,6780.16%
51ISHARES SILVER TRSLV6,682$430,4540.16%
52STEEL DYNAMICS INCSTLD2,234$378,6290.14%
53DOUBLELINE ETF TRUST25861R1058,042$372,8630.14%
54AMERICAN CENTY ETF TR0250727034,442$365,6650.14%
55KLA CORPKLAC299$363,3780.13%
56JPMORGAN CHASE & CO.VYLD1,114$358,9530.13%
57ISHARES TR464287200506$346,4140.13%
58J P MORGAN EXCHANGE TRADED F46641Q6707,245$343,0510.13%
59J P MORGAN EXCHANGE TRADED F46641Q8376,681$337,9660.13%
60NVIDIA CORPORATIONNVDA1,809$337,3790.12%
61BROADRIDGE FINL SOLUTIONS IN11133T1031,480$330,2920.12%
62ISHARES TR4642875981,553$326,6580.12%
63PROGRESSIVE CORP7433151031,433$326,3230.12%
64SPDR INDEX SHS FDS78463X8897,322$325,1700.12%
65ISHARES TR4642878042,701$324,6060.12%
66HARTFORD FDS EXCHANGE TRADED41653L3059,466$323,2590.12%
67COSTCO WHSL CORP NEW22160K105369$318,2030.12%
68ISHARES TR4642872263,126$312,1900.12%
69VANGUARD WELLINGTON FD9219355081,561$298,5410.11%
70META PLATFORMS INCMETA450$297,1010.11%
71PFIZER INCPFE11,648$290,0450.11%
72LOWES COS INC5486611071,200$289,3920.11%
73HUNTINGTON BANCSHARES INCHBANP16,539$286,9450.11%
74LOEWS CORPL2,700$284,3370.11%
75MICROSOFT CORPMSFT571$276,2330.10%
76STRATEGY INCSTRK1,797$273,0540.10%
77ALPHABET INCGOOG861$269,4940.10%
78AUTOMATIC DATA PROCESSING INADP1,046$269,0630.10%
79ELI LILLY & COLLY250$268,6700.10%
80NORTHROP GRUMMAN CORPNOC458$260,8920.10%
81BOYD GAMING CORPBYD3,014$256,9130.10%
82NETFLIX INCNFLX2,680$251,2770.09%
83MERCK & CO INCMRK2,361$248,5190.09%
84CACI INTL INC127190304463$246,6910.09%
85GOLDMAN SACHS GROUP INCGSCE278$244,3620.09%
86EMERSON ELEC COEMR1,836$243,6820.09%
87DEERE & CODE521$242,6830.09%
88LOCKHEED MARTIN CORPLMT500$241,5930.09%
89ISHARES TR4642898673,708$241,0570.09%
90UBER TECHNOLOGIES INCUBER2,937$239,9820.09%
91VANGUARD INDEX FDS922908736471$229,7820.09%
92ISHARES TR4642884142,116$226,6450.08%
93NORTHERN TR CORPNTRSO1,582$216,0850.08%
94J P MORGAN EXCHANGE TRADED F46641Q8524,431$215,8020.08%
95ABBVIE INCABBV920$210,2110.08%
96DICKS SPORTING GOODS INC2533931021,030$203,9090.08%