Stone House Investment Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696497
Institutional-grade research for retail investors
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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.

Sector Allocation

OtherConsumer StaplesTechnologyFinancialsConsumer DiscretionaryIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR - CORE S&P500 ETF

    Quality

    $104.3M139,300 sh
  • ISHARES TR - CORE UNIVRSL USD

    Quality

    $60.1M1,302,975 sh
  • SPDR SERIES TRUST - ST STR P500ETF

    Quality

    $58.7M667,459 sh
  • ISHARES TR - S&P 500 GRWT ETF

    Quality

    $41.7M303,365 sh
  • BLACKROCK ETF TRUST - ISHARES US EQUIT

    Quality

    $40.1M590,312 sh
  • ISHARES TR - S&P 500 VAL ETF

    Quality

    $35.8M157,787 sh
  • FIDELITY MERRIMACK STR TR - TOTAL BD ETF

    Quality

    $35.5M780,129 sh
  • ISHARES TR - CORE MSCI TOTAL

    Quality

    $31.0M325,020 sh
  • $30.2M205,993 sh
  • ISHARES INC - CORE MSCI EMKT

    Quality

    $24.2M292,408 sh

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 HoldingsStone 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.

TickerCompanyValue
ISHARES TR - CORE S&P500 ETF$104.3M
ISHARES TR - CORE UNIVRSL USD$60.1M
SPDR SERIES TRUST - ST STR P500ETF$58.7M
ISHARES TR - S&P 500 GRWT ETF$41.7M
BLACKROCK ETF TRUST - ISHARES US EQUIT$40.1M
ISHARES TR - S&P 500 VAL ETF$35.8M
FIDELITY MERRIMACK STR TR - TOTAL BD ETF$35.5M
ISHARES TR - CORE MSCI TOTAL$31.0M
PG$PGPROCTER & GAMBLE Co$30.2M
ISHARES INC - CORE MSCI EMKT$24.2M
ISHARES TR - EAFE GRWTH ETF$20.7M
BLACKROCK ETF TRUST - ISHA I IN TE ETF$20.4M
FIDELITY COVINGTON TRUST - ENHANCED INTL$17.8M
ISHARES TR - CORE S&P MCP ETF$16.7M
ISHARES TR - MSCI USA MMENTM$15.7M
BLACKROCK ETF TRUST - ISHA LA CORE ETF$15.2M
ISHARES TR - 10-20 YR TRS ETF$15.0M
ISHARES TR - MBS ETF$14.2M
ISHARES TR - US TREAS BD ETF$13.8M
ISHARES TR - US AER DEF ETF$13.5M
ISHARES TR - EAFE VALUE ETF$13.4M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$12.9M
BLACKROCK ETF TRUST - ISHA US THEM ETF$12.1M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$11.3M
ISHARES TR - NATIONAL MUN ETF$8.1M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$8.0M
IAU$IAUISHARES GOLD TRUST$4.1M
AAPL$AAPLApple Inc.$2.5M
ISHARES TR - CORE 1 5 YR USD$2.4M
NVDA$NVDANVIDIA CORP$2.4M
AMZN$AMZNAMAZON COM INC$1.7M
ISHARES TR - MSCI USA QLT FCT$1.5M
GOOGL$GOOGLAlphabet Inc.$1.3M
CZNC$CZNCCITIZENS & NORTHERN CORP$1.1M
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$1.1M
GOOG$GOOGAlphabet Inc.$1.1M
AMD$AMDADVANCED MICRO DEVICES INC$1.1M
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF$971,859
WMS$WMSADVANCED DRAINAGE SYSTEMS, INC.$843,660
MSFT$MSFTMICROSOFT CORP$813,683
PFIS$PFISPEOPLES FINANCIAL SERVICES CORP.$785,305
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$689,964
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW$685,445
VANGUARD INDEX FDS - MID CAP ETF$638,161
ISHARES TR - 0-5 YR TIPS ETF$631,310
ISHARES TR - CORE US AGGBD ET$628,089
VANGUARD INDEX FDS - VALUE ETF$587,539
VANGUARD INDEX FDS - S&P 500 ETF SHS$577,834
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$505,091
MU$MUMICRON TECHNOLOGY INC$455,945
ISHARES TR - MSCI USA MIN ETF$447,645
JPM$JPMJPMORGAN CHASE & CO$443,265
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$438,342
MS$MSMORGAN STANLEY$420,032
IVZ$IVZInvesco Ltd.$406,868
TSLA$TSLATesla, Inc.$403,566
XOM.R34088$XOM.R34088EXXON MOBIL CORP$403,149
J P MORGAN EXCHANGE TRADED F - INCOME ETF$393,175
CB$CBChubb Ltd$392,459
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$389,300
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$384,357
LLY$LLYELI LILLY & Co$352,406
GLOBAL X FDS - ARTIFICIAL ETF$337,498
MRVL$MRVLMarvell Technology, Inc.$335,379
CBU$CBUCOMMUNITY FINANCIAL SYSTEM, INC.$324,659
HD$HDHOME DEPOT, INC.$304,696
WMT$WMTWalmart Inc.$301,409
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$300,191
COST$COSTCOSTCO WHOLESALE CORP /NEW$292,897
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP$290,974
ISHARES TR - 20 YR TR BD ETF$287,001
SPY$SPYSPDR S&P 500 ETF TRUST$286,776
VANGUARD INDEX FDS - GROWTH ETF$280,989
VANGUARD WHITEHALL FDS - HIGH DIV YLD$279,559
NBTB$NBTBNBT BANCORP INC$277,999
GLD$GLDSPDR GOLD TRUST$270,023
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$245,394
WT$WTWisdomTree, Inc.$244,653
FBTC$FBTCFidelity Wise Origin Bitcoin Fund$242,488
GE$GEGENERAL ELECTRIC CO$236,228
GEV$GEVGE Vernova Inc.$235,117
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$229,994
FIDELITY COVINGTON TRUST - MSCI INFO TECH I$228,750
BA$BABOEING CO$221,232
META$METAMeta Platforms, Inc.$221,224
MA$MAMastercard Inc$220,334
TJX$TJXTJX COMPANIES INC /DE/$211,484
MRK$MRKMerck & Co., Inc.$210,488
AEE$AEEAMEREN CORP$207,315
UGI$UGIUGI CORP /PA/$206,653
DIREXION SHARES ETF TRUST - DAI MAR BUL ETF$201,113
SPDR SERIES TRUST - ST INTER ETF$196,913
ISHARES TR - CORE DIV GRWTH$196,078
DIREXION SHARES ETF TRUST - DAIL MID CAP ETF$194,430
VANGUARD BD INDEX FDS - TOTAL BND MRKT$193,802
PEP$PEPPEPSICO INC$190,880
FIX$FIXCOMFORT SYSTEMS USA INC$190,384
CAMBRIA ETF TR - GLOBAL VALUE ETF$189,105
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$180,880
SNDK$SNDKSandisk Corp$179,625
LOW$LOWLOWES COMPANIES INC$176,019
ISHARES TR - S&P 100 ETF$169,790
SCHWAB STRATEGIC TR - US DIVIDEND EQ$169,046
VANGUARD WHITEHALL FDS - INTL HIGH ETF$162,521
VANECK ETF TRUST - GOLD MINERS ETF$162,218
MAR$MARMARRIOTT INTERNATIONAL INC /MD/$157,871
GD$GDGENERAL DYNAMICS CORP$157,707
DE$DEDEERE & CO$151,605
ISHARES TR - CORE INTL AGGR$151,368
UNH$UNHUNITEDHEALTH GROUP INC$150,178
CVX$CVXCHEVRON CORP$148,266
TPL$TPLTexas Pacific Land Corp$147,485
MKL$MKLMARKEL GROUP INC.$146,476
MNST$MNSTMonster Beverage Corp$146,102
ISHARES TR - CORE S&P US VLU$146,002
ISHARES INC - MSCI EMRG CHN$145,639
SELECT SECTOR SPDR TR - ST STR CARE ETF$145,395
EXE$EXEEXPAND ENERGY Corp$143,165
FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN$142,207
PM$PMPhilip Morris International Inc.$141,777
ABBV$ABBVAbbVie Inc.$134,645
CRWD$CRWDCrowdStrike Holdings, Inc.$129,734
AZO$AZOAUTOZONE INC$127,838
PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF$127,230
PANW$PANWPalo Alto Networks Inc$125,154
ISHARES TR - IBONDS DEC 2030$125,001
NSC$NSCNORFOLK SOUTHERN CORP$123,798
DIMENSIONAL ETF TRUST - EMERGING MKTS CO$121,961
FAST$FASTFASTENAL CO$121,612
ISHARES TR - U.S. TECH ETF$116,415
AMAT$AMATAPPLIED MATERIALS INC /DE$114,596
STX$STXSeagate Technology Holdings plc$113,870
AUPH$AUPHAurinia Pharmaceuticals Inc.$113,580
ISHARES TR - CORE S&P SCP ETF$112,116
WMB$WMBWILLIAMS COMPANIES, INC.$111,064
ISHARES TR - CORE MSCI EAFE$108,544
FE$FEFIRSTENERGY CORP$108,000
VLO$VLOVALERO ENERGY CORP/TX$107,562
SO$SOSOUTHERN CO$105,664
LIN$LINLINDE PLC$104,826
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$104,460
INNOVATOR ETFS TRUST - US EQTY PWR BUF$104,028
IBIT$IBITiShares Bitcoin Trust ETF$103,232
FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA$103,046
GWW$GWWW.W. GRAINGER, INC.$102,079
JD$JDJD.com, Inc.$101,920
SPDR INDEX SHS FDS - ST STR NAT ETF$101,814
ADI$ADIANALOG DEVICES INC$101,676
WT$WTWisdomTree, Inc.$101,132
MLM$MLMMARTIN MARIETTA MATERIALS INC$100,923

New Positions (367)

BLACKROCK ETF TRUST - ISHA LA CORE ETF$15.2M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$12.9M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$11.3M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$8.0M
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$384,357
ISHARES TR - 20 YR TR BD ETF$287,001
AEE$AEE AMEREN CORP$207,315
DIREXION SHARES ETF TRUST - DAI MAR BUL ETF$201,113
DIREXION SHARES ETF TRUST - DAIL MID CAP ETF$194,430
MKL$MKL MARKEL GROUP INC.$146,476
AZO$AZO AUTOZONE INC$127,838
PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF$127,230
MLM$MLM MARTIN MARIETTA MATERIALS INC$100,923
AON$AON Aon plc$100,170
NAK$NAK NORTHERN DYNASTY MINERALS LTD$99,024

Exited Positions (100)

SPDR SERIES TRUST
BNO$BNO United States Brent Oil Fund, LP
ISHARES TR
STLA$STLA Stellantis N.V.
BTU$BTU PEABODY ENERGY CORP
COLUMBIA ETF TR II
BTC$BTC Grayscale Bitcoin Mini Trust ETF
CPNG$CPNG Coupang, Inc.
GSOL$GSOL Grayscale Solana Staking ETF
ISHARES TR
BBWI$BBWI Bath & Body Works, Inc.
CORZ$CORZ Core Scientific, Inc./tx
NE$NE Noble Corp plc
CQP$CQP Cheniere Energy Partners, L.P.
FETH$FETH Fidelity Ethereum Fund

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