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Amanda Sylvia

Stonehearth Capital Management, Llc

Assets Managed
$293.074M
Holdings
94
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
16.09%(2Q avg: 4.75%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonehearth Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Stonehearth Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 293.074M in assets, with a quarterly growth rate of 16.09% and a 2-quarter average growth rate of 4.75%. The portfolio is managed by Amanda Sylvia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -5.7%
13.68%
$40.086M
116,926 shares@ $342.84 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 50.7%
10.49%
$30.738M
969,332 shares@ $31.72 avg price
VLUE
Ishares Msci Usa Value Facto
Recent Activity
Decreased -42.27%
9.31%
$27.269M
136,475 shares@ $199.82 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.06%
8.63%
$25.267M
612,525 shares@ $41.25 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 1.51%
6.36%
$18.628M
447,576 shares@ $41.62 avg price
OUSM
Alps Oshares Us Small-cap Qu
Recent Activity
Increased 2.66%
6.13%
$17.952M
377,783 shares@ $47.53 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.43%
5.87%
$17.185M
287,905 shares@ $59.69 avg price
EVTR
Eaton Vance Total Return
Recent Activity
New Position
4.89%
$14.305M
282,092 shares@ $50.71 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -3.15%
3.26%
$9.526M
43,415 shares@ $219.43 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 267.91%
2.68%
$7.829M
94,505 shares@ $82.84 avg price

1-10 of 94