Stone House Investment Management, LLC
13F Reported Value
ⓘ$752.2M
Holdings
1,339
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stone House Investment Management, LLC disclosed 1,339 positions worth $752.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 367 new positions and exited 100. The portfolio is most concentrated in Other (90.5% of disclosed assets). All figures are sourced directly from Stone House Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1696497.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$104.3M139,300 shISHARES TR - CORE UNIVRSL USD
—Quality
$60.1M1,302,975 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$58.7M667,459 shISHARES TR - S&P 500 GRWT ETF
—Quality
$41.7M303,365 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$40.1M590,312 shISHARES TR - S&P 500 VAL ETF
—Quality
$35.8M157,787 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$35.5M780,129 shISHARES TR - CORE MSCI TOTAL
—Quality
$31.0M325,020 sh- 64.6
Quality
$30.2M205,993 sh ISHARES INC - CORE MSCI EMKT
—Quality
$24.2M292,408 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $104.3M | 139,300 |
| ISHARES TR - CORE UNIVRSL USD | — | $60.1M | 1,302,975 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $58.7M | 667,459 |
| ISHARES TR - S&P 500 GRWT ETF | — | $41.7M | 303,365 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $40.1M | 590,312 |
| ISHARES TR - S&P 500 VAL ETF | — | $35.8M | 157,787 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $35.5M | 780,129 |
| ISHARES TR - CORE MSCI TOTAL | — | $31.0M | 325,020 |
| 64.6 | $30.2M | 205,993 | |
| ISHARES INC - CORE MSCI EMKT | — | $24.2M | 292,408 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stone House Investment Management, LLC's 1,339 positions.
Showing top 10 of 1,339 holdings.
Sector Allocation
Other
$680.5M
Consumer Staples
$31.2M
Technology
$13.5M
Financials
$12.6M
Consumer Discretionary
$4.3M
Industrials
$2.8M
Materials
$2.1M
Healthcare
$2.1M
Top Holdings — Stone House Investment Management, LLC (Q2 2026)
Top 150 of 1,339 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $104.3M | 13.9% | +38% | — |
| 2 | — | ISHARES TR - CORE UNIVRSL USD | $60.1M | 8.0% | +33% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500ETF | $58.7M | 7.8% | NEW | — |
| 4 | — | ISHARES TR - S&P 500 GRWT ETF | $41.7M | 5.5% | +2% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $40.1M | 5.3% | +3% | — |
| 6 | — | ISHARES TR - S&P 500 VAL ETF | $35.8M | 4.8% | -11% | — |
| 7 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $35.5M | 4.7% | +19% | — |
| 8 | — | ISHARES TR - CORE MSCI TOTAL | $31.0M | 4.1% | NEW | — |
| 9 | PROCTER & GAMBLE Co | $30.2M | 4.0% | -1% | 64.6 | |
| 10 | — | ISHARES INC - CORE MSCI EMKT | $24.2M | 3.2% | -35% | — |
| 11 | — | ISHARES TR - EAFE GRWTH ETF | $20.7M | 2.8% | +5% | — |
| 12 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $20.4M | 2.7% | -18% | — |
| 13 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $17.8M | 2.4% | -0% | — |
| 14 | — | ISHARES TR - CORE S&P MCP ETF | $16.7M | 2.2% | +2456% | — |
| 15 | — | ISHARES TR - MSCI USA MMENTM | $15.7M | 2.1% | -27% | — |
| 16 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $15.2M | 2.0% | NEW | — |
| 17 | — | ISHARES TR - 10-20 YR TRS ETF | $15.0M | 2.0% | -17% | — |
| 18 | — | ISHARES TR - MBS ETF | $14.2M | 1.9% | +7% | — |
| 19 | — | ISHARES TR - US TREAS BD ETF | $13.8M | 1.8% | +7% | — |
| 20 | — | ISHARES TR - US AER DEF ETF | $13.5M | 1.8% | +13% | — |
| 21 | — | ISHARES TR - EAFE VALUE ETF | $13.4M | 1.8% | -54% | — |
| 22 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $12.9M | 1.7% | NEW | — |
| 23 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $12.1M | 1.6% | -32% | — |
| 24 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $11.3M | 1.5% | NEW | — |
| 25 | — | ISHARES TR - NATIONAL MUN ETF | $8.1M | 1.1% | +19% | — |
| 26 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $8.0M | 1.1% | NEW | — |
| 27 | ISHARES GOLD TRUST | $4.1M | 0.6% | +19% | — | |
| 28 | Apple Inc. | $2.5M | 0.3% | +7% | 76.4 | |
| 29 | — | ISHARES TR - CORE 1 5 YR USD | $2.4M | 0.3% | +2% | — |
| 30 | NVIDIA CORP | $2.4M | 0.3% | +57% | 85.9 | |
| 31 | AMAZON COM INC | $1.7M | 0.2% | +16% | 68.7 | |
| 32 | — | ISHARES TR - MSCI USA QLT FCT | $1.5M | 0.2% | -92% | — |
| 33 | Alphabet Inc. | $1.3M | 0.2% | +34% | 78.2 | |
| 34 | CITIZENS & NORTHERN CORP | $1.1M | 0.1% | -13% | 52.7 | |
| 35 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.1M | 0.1% | -83% | — |
| 36 | Alphabet Inc. | $1.1M | 0.1% | -10% | 78.2 | |
| 37 | ADVANCED MICRO DEVICES INC | $1.1M | 0.1% | +5% | 79.8 | |
| 38 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | $971,859 | 0.1% | +393% | — |
| 39 | ADVANCED DRAINAGE SYSTEMS, INC. | $843,660 | 0.1% | +6% | 63.1 | |
| 40 | MICROSOFT CORP | $813,683 | 0.1% | +14% | 79.8 | |
| 41 | PEOPLES FINANCIAL SERVICES CORP. | $785,305 | 0.1% | +16% | 70 | |
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | $689,964 | 0.1% | +39% | 73.7 | |
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $685,445 | 0.1% | +0% | — |
| 44 | — | VANGUARD INDEX FDS - MID CAP ETF | $638,161 | 0.1% | +301% | — |
| 45 | — | ISHARES TR - 0-5 YR TIPS ETF | $631,310 | 0.1% | +439% | — |
| 46 | — | ISHARES TR - CORE US AGGBD ET | $628,089 | 0.1% | -29% | — |
| 47 | — | VANGUARD INDEX FDS - VALUE ETF | $587,539 | 0.1% | +8% | — |
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $577,834 | 0.1% | +50% | — |
| 49 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $505,091 | 0.1% | +9% | — |
| 50 | MICRON TECHNOLOGY INC | $455,945 | 0.1% | -37% | 86.2 | |
| 51 | — | ISHARES TR - MSCI USA MIN ETF | $447,645 | 0.1% | +14% | — |
| 52 | JPMORGAN CHASE & CO | $443,265 | 0.1% | +15% | 70.7 | |
| 53 | BERKSHIRE HATHAWAY INC | $438,342 | 0.1% | +136% | 73.8 | |
| 54 | MORGAN STANLEY | $420,032 | 0.1% | +2411% | 75.8 | |
| 55 | Invesco Ltd. | $406,868 | 0.1% | -9% | — | |
| 56 | Tesla, Inc. | $403,566 | 0.1% | +28% | 53.9 | |
| 57 | EXXON MOBIL CORP | $403,149 | 0.1% | -0% | 57.9 | |
| 58 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $393,175 | 0.1% | -39% | — |
| 59 | Chubb Ltd | $392,459 | 0.1% | +1% | — | |
| 60 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $389,300 | 0.1% | -21% | — |
| 61 | SPACE EXPLORATION TECHNOLOGIES CORP | $384,357 | 0.1% | NEW | — | |
| 62 | ELI LILLY & Co | $352,406 | 0.1% | +230% | 87.5 | |
| 63 | — | GLOBAL X FDS - ARTIFICIAL ETF | $337,498 | 0.0% | -2% | — |
| 64 | Marvell Technology, Inc. | $335,379 | 0.0% | +7% | 76.5 | |
| 65 | COMMUNITY FINANCIAL SYSTEM, INC. | $324,659 | 0.0% | +27% | 60.4 | |
| 66 | HOME DEPOT, INC. | $304,696 | 0.0% | +25% | 60.3 | |
| 67 | Walmart Inc. | $301,409 | 0.0% | -0% | 60.2 | |
| 68 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $300,191 | 0.0% | +110% | — |
| 69 | COSTCO WHOLESALE CORP /NEW | $292,897 | 0.0% | +48% | 66.2 | |
| 70 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $290,974 | 0.0% | +4% | — |
| 71 | — | ISHARES TR - 20 YR TR BD ETF | $287,001 | 0.0% | NEW | — |
| 72 | SPDR S&P 500 ETF TRUST | $286,776 | 0.0% | -0% | — | |
| 73 | — | VANGUARD INDEX FDS - GROWTH ETF | $280,989 | 0.0% | +555% | — |
| 74 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $279,559 | 0.0% | +3% | — |
| 75 | NBT BANCORP INC | $277,999 | 0.0% | +9% | 66.5 | |
| 76 | SPDR GOLD TRUST | $270,023 | 0.0% | +3% | — | |
| 77 | INVESCO QQQ TRUST, SERIES 1 | $245,394 | 0.0% | +0% | — | |
| 78 | WisdomTree, Inc. | $244,653 | 0.0% | +0% | 59.9 | |
| 79 | Fidelity Wise Origin Bitcoin Fund | $242,488 | 0.0% | +2% | — | |
| 80 | GENERAL ELECTRIC CO | $236,228 | 0.0% | -25% | 73.8 | |
| 81 | GE Vernova Inc. | $235,117 | 0.0% | +2% | 81.1 | |
| 82 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $229,994 | 0.0% | -35% | — |
| 83 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $228,750 | 0.0% | -3% | — |
| 84 | BOEING CO | $221,232 | 0.0% | +21% | 61.6 | |
| 85 | Meta Platforms, Inc. | $221,224 | 0.0% | +11% | 79.6 | |
| 86 | Mastercard Inc | $220,334 | 0.0% | +89% | 85.1 | |
| 87 | TJX COMPANIES INC /DE/ | $211,484 | 0.0% | +0% | 68.7 | |
| 88 | Merck & Co., Inc. | $210,488 | 0.0% | +17% | 59.9 | |
| 89 | AMEREN CORP | $207,315 | 0.0% | NEW | 59.4 | |
| 90 | UGI CORP /PA/ | $206,653 | 0.0% | +7% | 48.3 | |
| 91 | — | DIREXION SHARES ETF TRUST - DAI MAR BUL ETF | $201,113 | 0.0% | NEW | — |
| 92 | — | SPDR SERIES TRUST - ST INTER ETF | $196,913 | 0.0% | -39% | — |
| 93 | — | ISHARES TR - CORE DIV GRWTH | $196,078 | 0.0% | +0% | — |
| 94 | — | DIREXION SHARES ETF TRUST - DAIL MID CAP ETF | $194,430 | 0.0% | NEW | — |
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $193,802 | 0.0% | -39% | — |
| 96 | PEPSICO INC | $190,880 | 0.0% | +34% | 63.4 | |
| 97 | COMFORT SYSTEMS USA INC | $190,384 | 0.0% | +0% | 77.7 | |
| 98 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | $189,105 | 0.0% | +0% | — |
| 99 | INTERNATIONAL BUSINESS MACHINES CORP | $180,880 | 0.0% | +5% | 70 | |
| 100 | Sandisk Corp | $179,625 | 0.0% | +394% | 87.7 | |
| 101 | LOWES COMPANIES INC | $176,019 | 0.0% | +1% | 60.8 | |
| 102 | — | ISHARES TR - S&P 100 ETF | $169,790 | 0.0% | -72% | — |
| 103 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $169,046 | 0.0% | +0% | — |
| 104 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $162,521 | 0.0% | +2% | — |
| 105 | — | VANECK ETF TRUST - GOLD MINERS ETF | $162,218 | 0.0% | +0% | — |
| 106 | MARRIOTT INTERNATIONAL INC /MD/ | $157,871 | 0.0% | +0% | 61.7 | |
| 107 | GENERAL DYNAMICS CORP | $157,707 | 0.0% | +0% | 68.7 | |
| 108 | DEERE & CO | $151,605 | 0.0% | +939% | 55.4 | |
| 109 | — | ISHARES TR - CORE INTL AGGR | $151,368 | 0.0% | -99% | — |
| 110 | UNITEDHEALTH GROUP INC | $150,178 | 0.0% | +2% | 62.7 | |
| 111 | CHEVRON CORP | $148,266 | 0.0% | +1% | 62.8 | |
| 112 | Texas Pacific Land Corp | $147,485 | 0.0% | +921% | 73 | |
| 113 | MARKEL GROUP INC. | $146,476 | 0.0% | NEW | 60.2 | |
| 114 | Monster Beverage Corp | $146,102 | 0.0% | +9400% | 71.3 | |
| 115 | — | ISHARES TR - CORE S&P US VLU | $146,002 | 0.0% | -73% | — |
| 116 | — | ISHARES INC - MSCI EMRG CHN | $145,639 | 0.0% | -45% | — |
| 117 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $145,395 | 0.0% | -21% | — |
| 118 | EXPAND ENERGY Corp | $143,165 | 0.0% | +1% | 80.8 | |
| 119 | — | FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN | $142,207 | 0.0% | +0% | — |
| 120 | Philip Morris International Inc. | $141,777 | 0.0% | +20% | 75.9 | |
| 121 | AbbVie Inc. | $134,645 | 0.0% | +1% | 72.6 | |
| 122 | CrowdStrike Holdings, Inc. | $129,734 | 0.0% | +0% | 67.7 | |
| 123 | AUTOZONE INC | $127,838 | 0.0% | NEW | 66.2 | |
| 124 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $127,230 | 0.0% | NEW | — |
| 125 | Palo Alto Networks Inc | $125,154 | 0.0% | +0% | 65.5 | |
| 126 | — | ISHARES TR - IBONDS DEC 2030 | $125,001 | 0.0% | +0% | — |
| 127 | NORFOLK SOUTHERN CORP | $123,798 | 0.0% | +0% | 63.2 | |
| 128 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $121,961 | 0.0% | -5% | — |
| 129 | FASTENAL CO | $121,612 | 0.0% | +758% | 66.9 | |
| 130 | — | ISHARES TR - U.S. TECH ETF | $116,415 | 0.0% | -57% | — |
| 131 | APPLIED MATERIALS INC /DE | $114,596 | 0.0% | +130% | 72.3 | |
| 132 | Seagate Technology Holdings plc | $113,870 | 0.0% | +0% | — | |
| 133 | Aurinia Pharmaceuticals Inc. | $113,580 | 0.0% | +1% | 75.2 | |
| 134 | — | ISHARES TR - CORE S&P SCP ETF | $112,116 | 0.0% | -8% | — |
| 135 | WILLIAMS COMPANIES, INC. | $111,064 | 0.0% | +257% | 64.3 | |
| 136 | — | ISHARES TR - CORE MSCI EAFE | $108,544 | 0.0% | -0% | — |
| 137 | FIRSTENERGY CORP | $108,000 | 0.0% | +1% | 61.5 | |
| 138 | VALERO ENERGY CORP/TX | $107,562 | 0.0% | +0% | 57.8 | |
| 139 | SOUTHERN CO | $105,664 | 0.0% | +0% | 62 | |
| 140 | LINDE PLC | $104,826 | 0.0% | NEW | — | |
| 141 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $104,460 | 0.0% | +92% | — | |
| 142 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $104,028 | 0.0% | +0% | — |
| 143 | iShares Bitcoin Trust ETF | $103,232 | 0.0% | +34% | — | |
| 144 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | $103,046 | 0.0% | +0% | — |
| 145 | W.W. GRAINGER, INC. | $102,079 | 0.0% | +0% | 61.8 | |
| 146 | JD.com, Inc. | $101,920 | 0.0% | +0% | — | |
| 147 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $101,814 | 0.0% | +1% | — |
| 148 | ANALOG DEVICES INC | $101,676 | 0.0% | +0% | 79.2 | |
| 149 | WisdomTree, Inc. | $101,132 | 0.0% | +0% | 59.9 | |
| 150 | MARTIN MARIETTA MATERIALS INC | $100,923 | 0.0% | NEW | 62.9 |
New Positions (367)
Exited Positions (100)
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