Stone House Investment Management, LLC — 13F Holdings & Portfolio
CIK 1696497 · latest 13F-HR filed 2026-08-05
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, exited 105, added to 622, and trimmed 222.
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.
TUNKHANNOCK, PA 18657
$752.2M
Long-equity book
1,339
Distinct positions
2026-06-30
Filed 2026-08-05
+375 / −105 / ↑622 / ↓222
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$58.6M +528430.2%
- ISHARES TR$38.4M +58.4%
- ISHARES TR$31.0M +659617.6%
- ISHARES TR$16.1M +2818.7%
- ISHARES TR$15.0M +33.2%
Top Trims
- ISHARES TR-$15.2M -53.1%
- ISHARES TR-$15.0M -90.8%
- ISHARES TR-$10.1M -98.5%
- ISHARES INC-$7.1M -22.5%
- BLACKROCK ETF TRUST II-$5.4M -83.0%
New Positions
- BLACKROCK ETF TRUST$15.2M
- BLACKROCK ETF TRUST$12.9M
- BLACKROCK ETF TRUST$11.3M
- BLACKROCK ETF TRUST II$8.0M
- SPACE EXPLORATION TECHN CORP$384.4K
Exited Positions
- HONEYWELL INTL INC$198.0K
- SPDR SERIES TRUST$72.7K
- UNITED STS BRENT OIL FD LP$52.0K
- ISHARES TR$41.6K
- STELLANTIS N.V$28.4K
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 |
| 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 |