Stonehearth Capital Q2 2026 Portfolio Activity: Major ETF Purchases and Sales Observed
A detailed analysis of Stonehearth Capital Management LLC's portfolio changes as of June 30, 2026, highlighting significant additions like SCHD and EVTR alongside substantial reductions in GLD.
Stonehearth Capital Management LLC saw its total portfolio value reach $290.8 million as of June 30, 2026.
The investment firm demonstrated active trading during the quarter, with notable shifts observed across various holdings. Changes in share counts and allocations provide key insights into their strategic adjustments.
Major Purchases Observed
In a significant move, Stonehearth Capital substantially increased its position in SCHWAB STRATEGIC TR (SCHD), adding over 306,000 shares. This ETF allocation rose to $30.7 million, representing approximately SCHD at 10.49% of the total portfolio.
The firm also showed strong interest in new positions during this period. The MORGAN STANLEY ETF TRUST (EVTR) was added with a full position change, acquiring 282,009 shares valued at $14.3 million (EVTR). Furthermore, ISHAES INC (IEMG), holding around IEMG, saw its stake increase by 267.91% through the addition of shares.
Stonehearth Capital also bolstered positions in several other trusts and ETFs, including investing an additional $5 million in ISHAES TR (MTUM) (MTUM). Other significant buys included the INVESCO EXCH TRADED FD TR II (QQQM), adding a position worth approximately QQQM $7.4 million, and ISHAES TR (VLUE) with an increase valued at around $2.7 million (VLUE). The SCHWAB STRATEGIC TR (SCHD), Dimensional ETF Trust (DFAI), ALPS ETF TR (OUSM), and GMO ETF TRUST (QLTY) also saw increases in their respective positions.
Significant Sales or Reductions
The most pronounced selling activity occurred with the exit of SPDR GOLD TR (GLD). Stonehearth Capital sold over 18,000 shares during this quarter, resulting in a nearly complete liquidation (GLD). This action reduced GLD's allocation to just $0.7 million.
Additionally, the firm significantly decreased its position in VANGUARD TAX-MANAGED FDS (VEA), selling over 10,000 shares (VEA). This resulted in a substantial reduction of approximately $1.7 million from the portfolio.
Stonehearth Capital also reduced its holdings in several other ETFs and trusts during Q2 2026, including ISHAES TR (MTUM) (MTUM) by over 5% of shares. Other reductions were observed in ALPS ETF TR (OUSM), VANGUARD INTL EQUITY INDEX FUND (VWO), ISHAES TR (QUAL), and ISHAES INC (IEMG).
For a comprehensive view, you can explore Stonehearth Capital Management's complete portfolio holdings as of June 30, 2026.