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Stone House Investment Management, LLC — 13F Holdings & Portfolio

CIK 1696497 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Stone House Investment Management, LLC manages $752.2M in 13F-reported U.S. long-equity assets across 1,339 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (13.87%), IUSB (7.99%), SPYM (7.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 375 new positions and exited 105; 622 existing positions rose in reported value and 222 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$752.2M

Long-equity book

Holdings
1,339

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+375 / −105 / ↑622 / ↓222

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV13.9% · +38%IUSB8.0% · +33%SPYM7.8% · +460217%IVW5.5% · +2%DYNF5.3% · +3%IVE4.8% · -11%FBND4.7% · +20%IXUS4.1% · +601789%PG4.0% · -1%IEMG3.2% · -35%EFG2.8% · +5%BAI2.7% · -18%FENI2.4% · -0%IJH2.2% · +2456%MTUM2.1% · -27%BLCR2.0% · newTLH2.0% · -17%MBB1.9% · +7%GOVT1.8% · +7%ITA1.8% · +13%EFV1.8% · -54%CORO1.7% · newTHRO1.6% · -32%IALT1.5% · newMUB1.1% · +18%GGOV1.1% · newIAU0.5% · +19%AAPL0.3% · +7%ISTB0.3% · +2%NVDA0.3% · +57%AMZN0.2% · +16%QUAL0.2% · -92%GOOG0.2% · +34%CZNC0.2% · -13%BINC0.1% · -83%GOOGL0.1% · -10%AMD0.1% · +5%SPXL0.1% · +393%WMS0.1% · +6%MSFT0.1% · +14%PFIS0.1% · +16%PNC0.1% · +39%VONG0.1% · 0%VO0.1% · +301%STIP0.1% · +439%AGG0.1% · -29%VTV0.1% · +8%VOO0.1% · +50%VEA0.1% · +9%MU0.1% · -37%USMV0.1% · +14%JPM0.1% · +15%BRK.B0.1% · +136%MS0.1% · +2411%RSP0.1% · -9%TSLA0.1% · +28%XOM0.1% · -0%JPIE0.1% · -39%CB0.1% · +1%VGSH0.1% · -21%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 30, 2026.

Assets Under Management
$841.7M
Discretionary
$835.6M
Employees
18
Accounts
2,833
Address
80 WEST TIOGA STREET
TUNKHANNOCK, PA 18657
Phone
(570) 836-7020
Website
Name Title / Status Ownership Type
BROWN, ROBERT, JEFFREY ControlMANAGING MEMBER
since Apr 2007
25–50%Individual
BURKE, JOHN, MICHAEL ControlMANAGING MEMBER
since Jan 2015
10–25%Individual
STONE, RAYMOND, SCOTT ControlMANAGING MEMBER
since Apr 2007
25–50%Individual
LIGHTFOOT, CANDICE, AMANDACHIEF COMPLIANCE OFFICER
since Jul 2025
Less than 5%Individual
LUNGER, KIRK, ATWOODPARTNER
since Jan 2023
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Feb 1, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 22, 2025 filing
  • AddedLIGHTFOOT, CANDICE, AMANDA · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedSTONE, RAYMOND, SCOTT · title MANAGING MEMBER, CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Mar 13, 2023 filing
  • AddedLUNGER, KIRK, ATWOOD · PARTNER · Less than 5%
Nov 18, 2015 filing
  • AddedBURKE, JOHN, MICHAEL · MANAGING MEMBER · 10–25% · control person
  • ChangedBROWN, ROBERT, JEFFREY · ownership 50–75% → 25–50%
  • ChangedSTONE, RAYMOND, SCOTT · ownership 50–75% → 25–50%
Feb 1, 2012 filing (earliest on record)
  • ListedBROWN, ROBERT, JEFFREY · MANAGING MEMBER · 50–75% · control person
  • ListedSTONE, RAYMOND, SCOTT · MANAGING MEMBER, CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 622 →

Top Trims

Show all 222 →

New Positions

Show all 375 →

Exited Positions

Show all 105 →

Stone House Investment Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $104.3M 13.87% 139,300 SH
2 ISHARES TR IUSB 46434V613 $60.1M 7.99% 1,302,975 SH
3 SPDR SERIES TRUST SPYM 78464A854 $58.7M 7.80% 667,459 SH
4 ISHARES TR IVW 464287309 $41.7M 5.55% 303,365 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $40.1M 5.34% 590,312 SH
6 ISHARES TR IVE 464287408 $35.8M 4.76% 157,787 SH
7 FIDELITY MERRIMACK STR TR FBND 316188309 $35.5M 4.72% 780,129 SH
8 ISHARES TR IXUS 46432F834 $31.0M 4.12% 325,020 SH
9 PROCTER & GAMBLE CO PG 742718109 $30.2M 4.02% 205,993 SH
10 ISHARES INC IEMG 46434G103 $24.2M 3.22% 292,408 SH
11 ISHARES TR EFG 464288885 $20.7M 2.76% 166,577 SH
12 BLACKROCK ETF TRUST BAI 09290C780 $20.4M 2.71% 386,933 SH
13 FIDELITY COVINGTON TRUST FENI 31609A404 $17.8M 2.36% 442,968 SH
14 ISHARES TR IJH 464287507 $16.7M 2.21% 216,078 SH
15 ISHARES TR MTUM 46432F396 $15.7M 2.08% 45,709 SH
16 BLACKROCK ETF TRUST BLCR 09290C855 $15.2M 2.03% 302,709 SH
17 ISHARES TR TLH 464288653 $15.0M 2.00% 149,866 SH
18 ISHARES TR MBB 464288588 $14.2M 1.89% 150,699 SH
19 ISHARES TR GOVT 46429B267 $13.8M 1.84% 606,615 SH
20 ISHARES TR ITA 464288760 $13.5M 1.79% 55,650 SH
21 ISHARES TR EFV 464288877 $13.4M 1.78% 174,577 SH
22 BLACKROCK ETF TRUST CORO 09290C764 $12.9M 1.72% 353,362 SH
23 BLACKROCK ETF TRUST THRO 09290C806 $12.1M 1.61% 280,833 SH
24 BLACKROCK ETF TRUST IALT 09290C665 $11.3M 1.50% 403,107 SH
25 ISHARES TR MUB 464288414 $8.1M 1.07% 74,997 SH
26 BLACKROCK ETF TRUST II GGOV 092528835 $8.0M 1.07% 159,892 SH
27 ISHARES GOLD TR IAU 464285204 $4.1M 0.55% 54,376 SH
28 APPLE INC AAPL 037833100 $2.5M 0.33% 8,606 SH
29 ISHARES TR ISTB 46432F859 $2.4M 0.32% 49,861 SH
30 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.31% 11,787 SH
31 AMAZON COM INC AMZN 023135106 $1.7M 0.23% 7,132 SH
32 ISHARES TR QUAL 46432F339 $1.5M 0.20% 6,891 SH
33 ALPHABET INC GOOG 02079K107 $1.3M 0.17% 3,642 SH
34 CITIZENS & NORTHN CORP CZNC 172922106 $1.1M 0.15% 49,090 SH
35 BLACKROCK ETF TRUST II BINC 092528603 $1.1M 0.15% 21,261 SH
36 ALPHABET INC GOOGL 02079K305 $1.1M 0.15% 3,093 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $1.1M 0.15% 1,879 SH
38 DIREXION SHARES ETF TRUST SPXL 25459W862 $971.9K 0.13% 3,591 SH
39 ADVANCED DRAIN SYS INC DEL WMS 00790R104 $843.7K 0.11% 5,375 SH
40 MICROSOFT CORP MSFT 594918104 $813.7K 0.11% 2,181 SH
41 PEOPLES FINL SVCS CORP PFIS 711040105 $785.3K 0.10% 11,832 SH
42 PNC FINL SVCS GROUP INC PNC 693475105 $690.0K 0.09% 2,802 SH
43 VANGUARD SCOTTSDALE FDS VONG 92206C680 $685.4K 0.09% 5,363 SH
44 VANGUARD INDEX FDS VO 922908629 $638.2K 0.08% 7,921 SH
45 ISHARES TR STIP 46429B747 $631.3K 0.08% 6,180 SH
46 ISHARES TR AGG 464287226 $628.1K 0.08% 6,346 SH
47 VANGUARD INDEX FDS VTV 922908744 $587.5K 0.08% 2,696 SH
48 VANGUARD INDEX FDS VOO 922908363 $577.8K 0.08% 841 SH
49 VANGUARD TAX-MANAGED FDS VEA 921943858 $505.1K 0.07% 7,089 SH
50 MICRON TECHNOLOGY INC MU 595112103 $455.9K 0.06% 395 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $752.2M 1,339 0001696497-26-000009
2026-03-31 2026-04-22 $558.1M 1,069 0001696497-26-000006
2025-12-31 2026-01-21 $644.2M 850 0001696497-26-000002
Filer Information
Address
80 WEST TIOGA STREET
TUNKHANNOCK, PA 18657
Phone
(570) 836-7020
Filing Manager
Stone House Investment Management, LLC
TUNKHANNOCK, PA
Signatory
Candice Amanda Lightfoot
Chief Compliance Officer