Stone House Investment Management, LLC — 13F Holdings & Portfolio
CIK 1696497 · latest 13F-HR filed 2026-04-22
Stone House Investment Management, LLC manages $558.1M in 13F-reported U.S. long-equity assets across 1,069 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (11.80%), IUSB (8.09%), IVE (6.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 334 new positions, exited 115, added to 374, and trimmed 227.
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.
$558.1M
Long-equity book
1,069
Distinct positions
2026-03-31
Filed 2026-04-22
+334 / −115 / ↑374 / ↓227
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$23.0M +53.5%
- ISHARES TR$16.0M +914.2%
- ISHARES TR$12.4M +2215.7%
- ISHARES TR$4.7M +77.7%
- FIDELITY COVINGTON TRUST$4.5M +37.0%
Top Trims
- SPDR SERIES TRUST-$64.0M -100.0%
- ISHARES TR-$28.1M -98.2%
- ISHARES TR-$27.8M -100.0%
- FIDELITY MERRIMACK STR TR-$7.1M -19.2%
- BLACKROCK ETF TRUST-$6.6M -16.6%
New Positions
- ADVANCED DRAIN SYS INC DEL$695.9K
- FIDELITY MERRIMACK STR TR$140.0K
- JD.COM INC$118.3K
- FEDERATED HERMES ETF TRUST$101.1K
- AURINIA PHARMACEUTICALS INC$98.1K
Exited Positions
- DIREXION SHS ETF TR$195.2K
- BAIN CAP SPECIALTY FIN INC$53.6K
- MAKEMYTRIP LIMITED MAURITIUS$49.3K
- ISHARES TR$46.4K
- J P MORGAN EXCHANGE TRADED F$44.9K
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 | $65.9M | 11.80% | 100,845 | SH |
| 2 | ISHARES TR | IUSB | 46434V613 | $45.1M | 8.09% | 977,212 | SH |
| 3 | ISHARES TR | IVE | 464287408 | $37.4M | 6.71% | 177,216 | SH |
| 4 | ISHARES TR | IVW | 464287309 | $33.6M | 6.02% | 296,836 | SH |
| 5 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $33.4M | 5.98% | 574,017 | SH |
| 6 | ISHARES INC | IEMG | 46434G103 | $31.3M | 5.60% | 448,381 | SH |
| 7 | PROCTER & GAMBLE CO | PG | 742718109 | $30.1M | 5.39% | 208,162 | SH |
| 8 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $29.8M | 5.34% | 652,885 | SH |
| 9 | ISHARES TR | EFV | 464288877 | $28.5M | 5.11% | 383,650 | SH |
| 10 | ISHARES TR | TLH | 464288653 | $18.3M | 3.28% | 181,522 | SH |
| 11 | ISHARES TR | EFG | 464288885 | $17.7M | 3.18% | 159,096 | SH |
| 12 | ISHARES TR | QUAL | 46432F339 | $16.5M | 2.96% | 86,137 | SH |
| 13 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $16.5M | 2.95% | 443,277 | SH |
| 14 | BLACKROCK ETF TRUST | BAI | 09290C780 | $15.5M | 2.77% | 469,968 | SH |
| 15 | ISHARES TR | MTUM | 46432F396 | $15.1M | 2.70% | 62,787 | SH |
| 16 | BLACKROCK ETF TRUST | THRO | 09290C806 | $15.1M | 2.70% | 415,525 | SH |
| 17 | ISHARES TR | MBB | 464288588 | $13.4M | 2.40% | 140,897 | SH |
| 18 | ISHARES TR | GOVT | 46429B267 | $13.0M | 2.32% | 565,800 | SH |
| 19 | ISHARES TR | ITA | 464288760 | $10.7M | 1.93% | 49,138 | SH |
| 20 | ISHARES TR | IAGG | 46435G672 | $10.2M | 1.84% | 204,757 | SH |
| 21 | ISHARES TR | MUB | 464288414 | $6.7M | 1.20% | 63,275 | SH |
| 22 | BLACKROCK ETF TRUST II | BINC | 092528603 | $6.6M | 1.17% | 126,143 | SH |
| 23 | ISHARES GOLD TR | IAU | 464285204 | $4.0M | 0.72% | 45,818 | SH |
| 24 | ISHARES TR | ISTB | 46432F859 | $2.4M | 0.42% | 48,739 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $2.0M | 0.37% | 8,050 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 0.23% | 7,508 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $1.3M | 0.23% | 6,148 | SH |
| 28 | CITIZENS & NORTHN CORP | CZNC | 172922106 | $1.3M | 0.23% | 56,373 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $993.1K | 0.18% | 3,454 | SH |
| 30 | ISHARES TR | AGG | 464287226 | $892.0K | 0.16% | 8,986 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $782.6K | 0.14% | 2,728 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $710.6K | 0.13% | 1,920 | SH |
| 33 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $695.9K | 0.12% | 5,075 | SH |
| 34 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $643.1K | 0.12% | 13,960 | SH |
| 35 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $588.3K | 0.11% | 5,363 | SH |
| 36 | ISHARES TR | IJH | 464287507 | $570.9K | 0.10% | 8,453 | SH |
| 37 | VANGUARD INDEX FDS | VO | 922908629 | $566.9K | 0.10% | 1,974 | SH |
| 38 | PEOPLES FINL SVCS CORP | PFIS | 711040105 | $542.9K | 0.10% | 10,180 | SH |
| 39 | ISHARES TR | OEF | 464287101 | $518.1K | 0.09% | 1,629 | SH |
| 40 | FIDELITY COVINGTON TRUST | FQAL | 316092790 | $516.3K | 0.09% | 7,111 | SH |
| 41 | EXXON MOBIL CORP | XOM | 30231G102 | $501.5K | 0.09% | 2,956 | SH |
| 42 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $496.2K | 0.09% | 8,476 | SH |
| 43 | ISHARES TR | IUSV | 464287663 | $495.0K | 0.09% | 4,841 | SH |
| 44 | VANGUARD INDEX FDS | VTV | 922908744 | $488.9K | 0.09% | 2,492 | SH |
| 45 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $418.5K | 0.07% | 2,011 | SH |
| 46 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $418.2K | 0.07% | 6,526 | SH |
| 47 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $403.0K | 0.07% | 2,100 | SH |
| 48 | ISHARES TR | USMV | 46429B697 | $377.9K | 0.07% | 4,075 | SH |
| 49 | CHUBB LTD SWITZ | CB | H1467J104 | $371.5K | 0.07% | 1,140 | SH |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $365.0K | 0.07% | 1,794 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |