Stone House Investment Management, LLC
Sector Allocation
- Other91.9%$706.3M
- Consumer Staples3.8%$29.1M
- Technology1.7%$13.1M
- Financials1.5%$11.8M
- Consumer Discretionary0.3%$2.5M
- Healthcare0.2%$1.4M
- Materials0.2%$1.4M
- Energy0.2%$1.2M
- Utilities0.1%$720,058
- Industrials0.1%$401,457
AUM History
13fpro.ai/research/fund/stone-house-investment-management-llc-1696497
Conviction and streaks
Concentrating · top 10 = 63.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$112.6M
- ISHARES$72.9M
- SPDR$61.6M
- ISHARES$44.8M
- BLACKROCK$42.6M
- ISHARES$35.8M
- FIDELITY$33.7M
- ISHARES$32.2M
PG
$28.2M- BLACKROCK$26.0M
- BLACKROCK$20.0M
- FIDELITY$19.1M
- ISHARES$18.6M
- BLACKROCK$18.2M
- ISHARES$17.4M
- ISHARES$16.3M
- ISHARES$14.6M
- ISHARES$14.3M
- ISHARES$14.3M
- ISHARES$14.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stone-house-investment-management-llc-1696497
Stone House Investment Management, LLC 13F holdings — Q3 2026
$768.2M portfolio (+2.1% QoQ) · 215 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$112.6M
14.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE UNIVRSL USD
$72.9M
9.5% of stocks
+27%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500ETF
$61.6M
8.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - S&P 500 GRWT ETF
$44.8M
5.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$42.6M
5.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - S&P 500 VAL ETF
$35.8M
4.7% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$33.7M
4.4% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE MSCI TOTAL
$32.2M
4.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $28.2M
3.7% of stocks
-6%This quarter-0.7%Since filed11+ qtrsHeldAIQuality64.6#521Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 10
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$26.0M
3.4% of stocks
+103%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $112.6M | 14.7% | +6% | — | — | — | — | |
| 2 | ISHARES TR - CORE UNIVRSL USD | $72.9M | 9.5% | +27% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500ETF | $61.6M | 8.0% | +3% | — | — | — | — | |
| 4 | ISHARES TR - S&P 500 GRWT ETF | $44.8M | 5.8% | +4% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $42.6M | 5.5% | +4% | — | — | — | — | |
| 6 | ISHARES TR - S&P 500 VAL ETF | $35.8M | 4.7% | -0.6% | — | — | — | — | |
| 7 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $33.7M | 4.4% | -0.2% | — | — | — | — | |
| 8 | ISHARES TR - CORE MSCI TOTAL | $32.2M | 4.2% | +4% | — | — | — | — | |
| 9 | $28.2M | 3.7% | -6% | -0.7% | 11+ qtrsTrimmed 4 qtrs in a row | 64.6#521 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $26.0M | 3.4% | +103% | — | — | — | — |
All holdings — Stone House Investment Management, LLC (Q3 2026)
215 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $20.0M | 2.6% | 408K | +35% | — | — | 13F |
| 12 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $19.1M | 2.5% | 479K | +8% | — | — | 13F |
| 13 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $18.6M | 2.4% | 246K | New | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $18.2M | 2.4% | 386K | -0.1% | — | — | 13F |
| 15 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $17.4M | 2.3% | 145K | -13% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $16.3M | 2.1% | 226K | +5% | — | — | 13F |
| 17 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $14.6M | 1.9% | 180K | -38% | — | — | 13F |
| 18 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $14.3M | 1.9% | 654K | +8% | — | — | 13F |
| 19 | — | ISHARES TR - 10-20 YR TRS ETFetf/fund | — | $14.3M | 1.9% | 155K | +4% | — | — | 13F |
| 20 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $14.3M | 1.9% | 180K | +3% | — | — | 13F |
| 21 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $12.8M | 1.7% | 291K | +4% | — | — | 13F |
| 22 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $12.6M | 1.6% | 422K | +5% | — | — | 13F |
| 23 | — | ISHARES TR - US AER DEF ETFetf/fund | — | $11.5M | 1.5% | 55K | -0.6% | — | — | 13F |
| 24 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETFetf/fund | — | $10.8M | 1.4% | 216K | +35% | — | — | 13F |
| 25 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $10.2M | 1.3% | 101K | +35% | — | — | 13F |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $4.5M | 0.6% | 58K | +7% | |||
| 27 | $AAPL | Apple Inc. | Technology | $2.9M | 0.4% | 8,596 | -0.1% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $2.8M | 0.4% | 12K | +4% | |||
| 29 | — | ISHARES TR - CORE 1 5 YR USD | — | $2.4M | 0.3% | 52K | +4% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.2% | 7,465 | +5% | |||
| 31 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.4M | 0.2% | 6,428 | -7% | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.2% | 3,833 | +24% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.2% | 3,557 | -2% | |||
| 34 | $MSFT | MICROSOFT CORP | Technology | $1.2M | 0.2% | 2,338 | +7% | |||
| 35 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.2% | 1,948 | +4% | |||
| 36 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | — | $1.1M | 0.1% | 4,056 | +13% | |||
| 37 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.1M | 0.1% | 22K | +2% | |||
| 38 | $CZNC | CITIZENS & NORTHERN CORP | Financials | $1.0M | 0.1% | 41K | -17% | |||
| 39 | — | ISHARES TR - MBS ETF | — | $936K | 0.1% | 10K | -93% | |||
| 40 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $809K | 0.1% | 8,119 | +31% | |||
| 41 | $MU | MICRON TECHNOLOGY INC | Technology | $803K | 0.1% | 754 | +91% | |||
| 42 | $PFIS | PEOPLES FINANCIAL SERVICES CORP. | Financials | $764K | 0.1% | 11K | -4% | |||
| 43 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $743K | 0.1% | 1,493 | +70% | |||
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $695K | 0.1% | 5,387 | +0.4% | |||
| 45 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $682K | 0.1% | 5,380 | +0.1% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $654K | 0.1% | 933 | +11% | |||
| 47 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $623K | 0.1% | 7,950 | +0.4% | |||
| 48 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $617K | 0.1% | 2,775 | -1.0% | |||
| 49 | — | ISHARES TR - CORE US AGGBD ET | — | $600K | 0.1% | 6,346 | — | |||
| 50 | — | ISHARES TR - LONG TERM MUNI | — | $565K | 0.1% | 12K | New | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $556K | 0.1% | 1,680 | +24% | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $519K | 0.1% | 3,187 | +8% | |||
| 53 | — | ISHARES TR - MSCI USA MIN ETF | — | $443K | 0.1% | 4,544 | -2% | |||
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $414K | 0.1% | 5,867 | -17% | |||
| 55 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $413K | 0.1% | 1,913 | -29% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $399K | 0.1% | 1,919 | +0.4% | |||
| 57 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $391K | 0.1% | 2,589 | +15% | |||
| 58 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $383K | 0.1% | 5,880 | +14% | |||
| 59 | $MS | MORGAN STANLEY | Financials | $378K | 0.1% | 2,009 | — | |||
| 60 | $CB | Chubb Ltd | Financials | $378K | 0.1% | 1,161 | +0.8% | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $369K | 0.1% | 319 | +9% | |||
| 62 | $TSLA | Tesla, Inc. | Consumer Discretionary | $345K | 0.0% | 974 | +1% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $335K | 0.0% | 462 | +18% | |||
| 64 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $331K | 0.0% | 447 | +34% | |||
| 65 | $SPY | SPDR S&P 500 ETF TRUST | — | $324K | 0.0% | 425 | +11% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $306K | 0.0% | 6,806 | -20% | |||
| 67 | $MRVL | Marvell Technology, Inc. | Technology | $300K | 0.0% | 1,134 | +0.7% | |||
| 68 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $299K | 0.0% | 5,315 | — | |||
| 69 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $290K | 0.0% | 319 | +2% | |||
| 70 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $288K | 0.0% | 4,837 | — | |||
| 71 | $GLD | SPDR GOLD TRUST | Financials | $288K | 0.0% | 755 | +3% | |||
| 72 | $NBTB | NBT BANCORP INC | Financials | $282K | 0.0% | 5,631 | — | |||
| 73 | — | ISHARES TR - MSCI USA MMENTM | — | $257K | 0.0% | 809 | -98% | |||
| 74 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $250K | 0.0% | 1,137 | +77% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $248K | 0.0% | 1,707 | +4% | |||
| 76 | $WMT | Walmart Inc. | Consumer Staples | $248K | 0.0% | 2,383 | -10% | |||
| 77 | $WT | WisdomTree, Inc. | Financials | $247K | 0.0% | 2,540 | — | |||
| 78 | $MA | Mastercard Inc | Financials | $242K | 0.0% | 439 | +2% | |||
| 79 | $JNJ | JOHNSON & JOHNSON | Healthcare | $241K | 0.0% | 912 | +132% | |||
| 80 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $240K | 0.0% | 801 | — | |||
| 81 | $IBIT | iShares Bitcoin Trust ETF | Financials | $235K | 0.0% | 4,971 | +60% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $227K | 0.0% | 1,111 | +24% | |||
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $220K | 0.0% | 1,415 | -20% | |||
| 84 | — | DIREXION SHARES ETF TRUST - DAI MAR BUL ETF | — | $217K | 0.0% | 2,835 | +25% | |||
| 85 | $UGI | UGI CORP /PA/ | Utilities | $214K | 0.0% | 5,988 | +0.1% | |||
| 86 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $201K | 0.0% | 2,232 | -32% | |||
| 87 | $MET | METLIFE INC | Financials | $201K | 0.0% | 2,134 | +705% | |||
| 88 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | — | $199K | 0.0% | 5,250 | — | |||
| 89 | — | ISHARES TR - CORE DIV GRWTH | — | $196K | 0.0% | 2,599 | +0.5% | |||
| 90 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $192K | 0.0% | 2,637 | -44% | |||
| 91 | $PEP | PEPSICO INC | Consumer Staples | $191K | 0.0% | 1,511 | +7% | |||
| 92 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $191K | 0.0% | 2,590 | -31% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $190K | 0.0% | 1,127 | +23% | |||
| 94 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $189K | 0.0% | 2,150 | — | |||
| 95 | $BA | BOEING CO | Industrials | $187K | 0.0% | 1,007 | -1% | |||
| 96 | — | DIREXION SHARES ETF TRUST - DAIL MID CAP ETF | — | $185K | 0.0% | 3,124 | +20% | |||
| 97 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $184K | 0.0% | 1,392 | -0.3% | |||
| 98 | $GLW | CORNING INC /NY | Materials | $184K | 0.0% | 1,197 | +787% | |||
| 99 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $183K | 0.0% | 3,177 | -53% | |||
| 100 | $AEE | AMEREN CORP | Utilities | $182K | 0.0% | 1,834 | — | |||
| 101 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $174K | 0.0% | 5,354 | +0.4% | |||
| 102 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $173K | 0.0% | 3,682 | -22% | |||
| 103 | — | ISHARES TR - CORE S&P US VLU | — | $146K | 0.0% | 1,327 | +0.2% | |||
| 104 | $INSM | INSMED Inc | Healthcare | $143K | 0.0% | 1,250 | +150% | |||
| 105 | $FAST | FASTENAL CO | Industrials | $142K | 0.0% | 2,857 | +13% | |||
| 106 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $140K | 0.0% | 2,000 | -24% | |||
| 107 | — | SPDR SERIES TRUST - ST INTER ETF | — | $140K | 0.0% | 5,130 | -26% | |||
| 108 | — | ISHARES INC - MSCI EMRG CHN | — | $139K | 0.0% | 1,402 | -2% | |||
| 109 | $EXE | EXPAND ENERGY Corp | Energy | $136K | 0.0% | 1,617 | +3% | |||
| 110 | — | VANGUARD WORLD FD - INF TECH ETF | — | $128K | 0.0% | 1,016 | New | |||
| 111 | $MNST | Monster Beverage Corp | Consumer Staples | $127K | 0.0% | 3,040 | +100% | |||
| 112 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $126K | 0.0% | 2,392 | — | |||
| 113 | — | ISHARES TR - IBONDS DEC 2030 | — | $121K | 0.0% | 5,734 | — | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $118K | 0.0% | 2,562 | +108% | |||
| 115 | $ORKA | Oruka Therapeutics, Inc. | Healthcare | $117K | 0.0% | 1,402 | +55% | |||
| 116 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $114K | 0.0% | 1,674 | +12% | |||
| 117 | $NAK | NORTHERN DYNASTY MINERALS LTD | Materials | $113K | 0.0% | 83K | +60% | |||
| 118 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $113K | 0.0% | 1,116 | -33% | |||
| 119 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $111K | 0.0% | 1,501 | -0.8% | |||
| 120 | — | ISHARES TR - CORE MSCI EAFE | — | $108K | 0.0% | 1,112 | -1% | |||
| 121 | $AUPH | Aurinia Pharmaceuticals Inc. | Healthcare | $107K | 0.0% | 6,618 | -1% | |||
| 122 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $107K | 0.0% | 2,982 | +4% | |||
| 123 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $107K | 0.0% | 2,275 | +40% | |||
| 124 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $105K | 0.0% | 1,314 | +147% | |||
| 125 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | — | $104K | 0.0% | 4,340 | +8% | |||
| 126 | $AU | AngloGold Ashanti PLC | Materials | $101K | 0.0% | 1,073 | -9% | |||
| 127 | $FE | FIRSTENERGY CORP | Utilities | $99K | 0.0% | 2,294 | +1.0% | |||
| 128 | — | ISHARES TR - CORE INTL AGGR | — | $99K | 0.0% | 2,012 | -33% | |||
| 129 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | — | $97K | 0.0% | 2,896 | -0.0% | |||
| 130 | $WT | WisdomTree, Inc. | Financials | $96K | 0.0% | 2,364 | — | |||
| 131 | $SO | SOUTHERN CO | Utilities | $92K | 0.0% | 1,104 | — | |||
| 132 | $NEE | NEXTERA ENERGY INC | Utilities | $87K | 0.0% | 1,151 | +97% | |||
| 133 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $85K | 0.0% | 2,142 | -29% | |||
| 134 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $80K | 0.0% | 2,040 | — | |||
| 135 | $NXT | Nextpower Inc. | Technology | $78K | 0.0% | 1,000 | New | |||
| 136 | $SLV | iShares Silver Trust | Financials | $77K | 0.0% | 1,406 | -0.1% | |||
| 137 | $BAM | Brookfield Asset Management Ltd. | Financials | $75K | 0.0% | 1,676 | — | |||
| 138 | — | SSGA ACTIVE TR - STATE STREET US | — | $67K | 0.0% | 1,008 | +0.8% | |||
| 139 | $ULS | UL Solutions Inc. | Technology | $66K | 0.0% | 1,000 | New | |||
| 140 | — | DIREXION SHARES ETF TRUST - DAILY SMALL CAP | — | $64K | 0.0% | 1,116 | +16% | |||
| 141 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $62K | 0.0% | 1,544 | +0.3% | |||
| 142 | $HL | HECLA MINING CO/DE/ | Materials | $59K | 0.0% | 3,459 | +11% | |||
| 143 | $DVN | DEVON ENERGY CORP/DE | Energy | $58K | 0.0% | 1,262 | +16% | |||
| 144 | — | INNOVATOR ETFS TRUST - EQUI DUA 15 MARC | — | $58K | 0.0% | 2,880 | -31% | |||
| 145 | $KMI | KINDER MORGAN, INC. | Energy | $56K | 0.0% | 1,866 | +27% | |||
| 146 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $56K | 0.0% | 1,008 | — | |||
| 147 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | — | $53K | 0.0% | 1,967 | +0.1% | |||
| 148 | $USAS | Americas Gold & Silver Corp | Materials | $51K | 0.0% | 12K | +21% | |||
| 149 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $51K | 0.0% | 1,015 | +5% | |||
| 150 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $49K | 0.0% | 2,011 | +189% |
What changed in Q3 2026
Against the previous quarter's 13F: 20 new, 112 added to, 46 trimmed, 1,138 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
- ISHARES TR - MSCI ACWI EX US$18.6M
first bought this quarter
- ISHARES TR - LONG TERM MUNI$565K
first bought this quarter
- VANGUARD WORLD FD - INF TECH ETF$128K
first bought this quarter
$NXTNextpower Inc.$78K
first bought this quarter
$ULSUL Solutions Inc.$66K
first bought this quarter
$GTLBGitlab Inc.$47K
first bought this quarter
+14 more in the Excel export
Added to (112)
- ISHARES TR - CORE UNIVRSL USD+27%
now $72.9M
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF+103%
now $26.0M
- ISHARES TR - CORE S&P500 ETF+6%
now $112.6M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+35%
now $20.0M
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF+35%
now $10.8M
- ISHARES TR - NATIONAL MUN ETF+35%
now $10.2M
+106 more in the Excel export
Trimmed (46)
- ISHARES TR - MSCI USA MMENTM-98%
now $257K
- ISHARES TR - MBS ETF-93%
now $936K
- ISHARES INC - CORE MSCI EMKT-38%
now $14.6M
- ISHARES TR - EAFE GRWTH ETF-13%
now $17.4M
now $28.2M · held 11+ qtrs, 4 trims in a row
$CZNCCITIZENS & NORTHERN CORP-17%
now $1.0M · held 11+ qtrs, 5 trims in a row
+40 more in the Excel export
Holdings by quarter
Every 13F Stone House Investment Management, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Stone House Investment Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 50% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Stone House Investment Management, LLC disclosed 215 positions worth $768.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 20 new positions and exited 1138 and a full exit from $HD. The portfolio is most concentrated in Other (91.9% 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.
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AI-Powered Hedge Fund Analysis: Stone House Investment Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Stone House Investment Management, LLC (SEC CIK: 1696497), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Stone House Investment Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.