# EDGAR Filing Document

**Accession Number:** 0001550191
**File Stem:** 0001550191-23-000005
**Filing Date:** 2023-2
**Character Count:** 10983
**Document Hash:** d2b04546b18e2d16eaba077925fe63a5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001550191-23-000005.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001550191-23-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stonehearth Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001550191
- **IRS NUMBER:** 421632296
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16365
- **FILM NUMBER:** 23609735

**BUSINESS ADDRESS:**
- **STREET 1:** 199 ROSEWOOD DRIVE
- **STREET 2:** SUITE 200
- **CITY:** DANVERS
- **STATE:** MA
- **ZIP:** 01923
- **BUSINESS PHONE:** 978-624-3000

**MAIL ADDRESS:**
- **STREET 1:** 199 ROSEWOOD DRIVE
- **STREET 2:** SUITE 200
- **CITY:** DANVERS
- **STATE:** MA
- **ZIP:** 01923

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Wealth Management Group, LLC
- **DATE OF NAME CHANGE:** 20120516

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [x] **Amendment Number:** 3

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Stonehearth Capital Management LLC<br>**Address:** 199 ROSEWOOD DRIVE<br>SUITE 200<br>DANVERS, MA 01923

**Form 13F File Number:** 028-16365

**CRD Number (if applicable):** 000128866

**SEC File Number (if applicable):** 801-67868

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Amanda M. Sylvia<br>**Title:** Client Service Associate; Compliance Assistant<br>**Phone:** 978-624-3000

**Signature, Place, and Date of Signing:**

Amanda M. Sylvia  Danvers, MA  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $177733968

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPS ETF TR | OSHARES US SMLCP | 00162Q395 |  | 11293273 | 336410 | SH |  | SOLE | 0 | 0 | 0 | 336410 |
| APPLE INC | COM | 037833100 |  | 1777941 | 13684 | SH |  | SOLE | 0 | 0 | 0 | 13684 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 278511 | 1166 | SH |  | SOLE | 0 | 0 | 0 | 1166 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 339481 | 1099 | SH |  | SOLE | 0 | 0 | 0 | 1099 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 362844 | 5043 | SH |  | SOLE | 0 | 0 | 0 | 5043 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 233386 | 1740 | SH |  | SOLE | 0 | 0 | 0 | 1740 |
| CHEVRON CORP NEW | COM | 166764100 |  | 297774 | 1659 | SH |  | SOLE | 0 | 0 | 0 | 1659 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 211816 | 464 | SH |  | SOLE | 0 | 0 | 0 | 464 |
| CVS HEALTH CORP | COM | 126650100 |  | 249656 | 2679 | SH |  | SOLE | 0 | 0 | 0 | 2679 |
| D R HORTON INC | COM | 23331A109 |  | 291934 | 3275 | SH |  | SOLE | 0 | 0 | 0 | 3275 |
| DEERE  CO | COM | 244199105 |  | 313106 | 730 | SH |  | SOLE | 0 | 0 | 0 | 730 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | 25861R105 |  | 215372 | 4735 | SH |  | SOLE | 0 | 0 | 0 | 4735 |
| EMERSON ELEC CO | COM | 291011104 |  | 227182 | 2365 | SH |  | SOLE | 0 | 0 | 0 | 2365 |
| ETF MANAGERS TR | ETHO CLIMATE LEA | 26924G888 |  | 1515901 | 30699 | SH |  | SOLE | 0 | 0 | 0 | 30699 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1496881 | 13571 | SH |  | SOLE | 0 | 0 | 0 | 13571 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 704255 | 8405 | SH |  | SOLE | 0 | 0 | 0 | 8405 |
| GENERAL MLS INC | COM | 370334104 |  | 200569 | 2392 | SH |  | SOLE | 0 | 0 | 0 | 2392 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 966001 | 33565 | SH |  | SOLE | 0 | 0 | 0 | 33565 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 1099850 | 14447 | SH |  | SOLE | 0 | 0 | 0 | 14447 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 718823 | 19138 | SH |  | SOLE | 0 | 0 | 0 | 19138 |
| HOME DEPOT INC | COM | 437076102 |  | 429254 | 1359 | SH |  | SOLE | 0 | 0 | 0 | 1359 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 198528 | 14080 | SH |  | SOLE | 0 | 0 | 0 | 14080 |
| INDEXIQ ETF TR | HEDGE MLTI ETF | 45409B107 |  | 212739 | 7475 | SH |  | SOLE | 0 | 0 | 0 | 7475 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1342798 | 30518 | SH |  | SOLE | 0 | 0 | 0 | 30518 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 |  | 232151 | 10396 | SH |  | SOLE | 0 | 0 | 0 | 10396 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1118846 | 49245 | SH |  | SOLE | 0 | 0 | 0 | 49245 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 13969971 | 95731 | SH |  | SOLE | 0 | 0 | 0 | 95731 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 18572797 | 203783 | SH |  | SOLE | 0 | 0 | 0 | 203783 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 11632939 | 102079 | SH |  | SOLE | 0 | 0 | 0 | 102079 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 703628 | 12458 | SH |  | SOLE | 0 | 0 | 0 | 12458 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 6473374 | 89783 | SH |  | SOLE | 0 | 0 | 0 | 89783 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 667124 | 13255 | SH |  | SOLE | 0 | 0 | 0 | 13255 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 955311 | 20439 | SH |  | SOLE | 0 | 0 | 0 | 20439 |
| ISHARES TR | MSCI LW CRB TG | 46434V464 |  | 1910634 | 13831 | SH |  | SOLE | 0 | 0 | 0 | 13831 |
| ISHARES TR | IBONDS 23 TRM TS | 46436E882 |  | 200910 | 8134 | SH |  | SOLE | 0 | 0 | 0 | 8134 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 439731 | 14403 | SH |  | SOLE | 0 | 0 | 0 | 14403 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 543889 | 4734 | SH |  | SOLE | 0 | 0 | 0 | 4734 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7074827 | 74755 | SH |  | SOLE | 0 | 0 | 0 | 74755 |
| ISHARES TR | CORE S ETF | 464287200 |  | 220444 | 574 | SH |  | SOLE | 0 | 0 | 0 | 574 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 375348 | 1752 | SH |  | SOLE | 0 | 0 | 0 | 1752 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 23586024 | 470497 | SH |  | SOLE | 0 | 0 | 0 | 470497 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 9153557 | 185746 | SH |  | SOLE | 0 | 0 | 0 | 185746 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1302175 | 7372 | SH |  | SOLE | 0 | 0 | 0 | 7372 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 434082 | 3237 | SH |  | SOLE | 0 | 0 | 0 | 3237 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 232299 | 478 | SH |  | SOLE | 0 | 0 | 0 | 478 |
| LOWES COS INC | COM | 548661107 |  | 239088 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| MERCK  CO INC | COM | 58933Y105 |  | 413954 | 3731 | SH |  | SOLE | 0 | 0 | 0 | 3731 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 2482969 | 72644 | SH |  | SOLE | 0 | 0 | 0 | 72644 |
| ORACLE CORP | COM | 68389X105 |  | 209459 | 2563 | SH |  | SOLE | 0 | 0 | 0 | 2563 |
| PFIZER INC | COM | 717081103 |  | 457215 | 8923 | SH |  | SOLE | 0 | 0 | 0 | 8923 |
| PROGRESSIVE CORP | COM | 743315103 |  | 311953 | 2405 | SH |  | SOLE | 0 | 0 | 0 | 2405 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1058292 | 10486 | SH |  | SOLE | 0 | 0 | 0 | 10486 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 706342 | 15473 | SH |  | SOLE | 0 | 0 | 0 | 15473 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 6239269 | 36779 | SH |  | SOLE | 0 | 0 | 0 | 36779 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1380694 | 41890 | SH |  | SOLE | 0 | 0 | 0 | 41890 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 |  | 250867 | 8530 | SH |  | SOLE | 0 | 0 | 0 | 8530 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 217360 | 7321 | SH |  | SOLE | 0 | 0 | 0 | 7321 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 346099 | 905 | SH |  | SOLE | 0 | 0 | 0 | 905 |
| SPDR SER TR | ICE PFD SEC ETF | 78464A292 |  | 1508046 | 45949 | SH |  | SOLE | 0 | 0 | 0 | 45949 |
| SPDR SER TR | SPDR S 500 ETF | 78468R796 |  | 2631987 | 28195 | SH |  | SOLE | 0 | 0 | 0 | 28195 |
| SPDR SER TR | S KENSHO CLEAN | 78468R655 |  | 4261614 | 51967 | SH |  | SOLE | 0 | 0 | 0 | 51967 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 267241 | 6534 | SH |  | SOLE | 0 | 0 | 0 | 6534 |
| STARBUCKS CORP | COM | 855244109 |  | 279546 | 2818 | SH |  | SOLE | 0 | 0 | 0 | 2818 |
| VACASA INC | CLASS A COM | 91854V107 |  | 19378 | 15379 | SH |  | SOLE | 0 | 0 | 0 | 15379 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 4650264 | 162256 | SH |  | SOLE | 0 | 0 | 0 | 162256 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1846802 | 13157 | SH |  | SOLE | 0 | 0 | 0 | 13157 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 6759344 | 173405 | SH |  | SOLE | 0 | 0 | 0 | 173405 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 10881558 | 186073 | SH |  | SOLE | 0 | 0 | 0 | 186073 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5136727 | 122390 | SH |  | SOLE | 0 | 0 | 0 | 122390 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 399964 | 10151 | SH |  | SOLE | 0 | 0 | 0 | 10151 |

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