Stone House Investment Management, Llc Portfolio Stock Holdings
Stone House Investment Management, Llc disclosed 1069 stock positions valued at approximately $558.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1069
- Portfolio Value
- $558.1M
Holdings by Sector
Stone House Investment Management, Llc Portfolio Holdings in Q1 2026
984 holdings in the latest reporting period.
Page 1 of 10
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.80% | 100,845 | +38,188 | +60.95% | $65,872,990 |
| ISHARES TR | IUSB | Other | 8.09% | 977,212 | +34,187 | +3.63% | $45,137,438 |
| ISHARES TR | IVE | Other | 6.71% | 177,216 | -21,814 | -10.96% | $37,419,134 |
| ISHARES TR | IVW | Other | 6.02% | 296,836 | +15,193 | +5.39% | $33,575,155 |
| BLACKROCK ETF TRUST | DYNF | Other | 5.98% | 574,017 | -84,109 | -12.78% | $33,396,294 |
| ISHARES INC | IEMG | Other | 5.60% | 448,381 | -35,713 | -7.38% | $31,274,565 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 5.39% | 208,162 | -10,791 | -4.93% | $30,066,915 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 5.34% | 652,885 | -148,191 | -18.50% | $29,784,606 |
| ISHARES TR | EFV | Other | 5.11% | 383,650 | -6,291 | -1.61% | $28,524,360 |
| ISHARES TR | TLH | Other | 3.28% | 181,522 | +7,506 | +4.31% | $18,282,910 |
| ISHARES TR | EFG | Other | 3.18% | 159,096 | +143,759 | +937.33% | $17,718,564 |
| ISHARES TR | QUAL | Other | 2.96% | 86,137 | +1,889 | +2.24% | $16,521,994 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.95% | 443,277 | +114,290 | +34.74% | $16,489,905 |
| ISHARES TR | MTUM | Other | 2.70% | 62,787 | +3,745 | +6.34% | $15,068,325 |
| ISHARES TR | MBB | Other | 2.40% | 140,897 | +5,560 | +4.11% | $13,378,162 |
| ISHARES TR | GOVT | Other | 2.32% | 565,800 | +541,489 | +2227.34% | $12,962,470 |
| ISHARES TR | ITA | Other | 1.93% | 49,138 | +20,964 | +74.41% | $10,748,953 |
| ISHARES TR | IAGG | Other | 1.84% | 204,757 | +12,694 | +6.61% | $10,246,044 |
| ISHARES TR | MUB | Other | 1.20% | 63,275 | +9,504 | +17.67% | $6,716,648 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.17% | 126,143 | -28,820 | -18.60% | $6,550,624 |
| ISHARES GOLD TR | IAU | Other | 0.72% | 45,818 | -82,308 | -64.24% | $4,039,311 |
| ISHARES TR | ISTB | Other | 0.42% | 48,739 | +1,578 | +3.35% | $2,361,876 |
| APPLE INC | AAPL | Technology | 0.37% | 8,050 | +933 | +13.11% | $2,042,985 |
| NVIDIA CORPORATION | NVDA | Technology | 0.23% | 7,508 | +329 | +4.58% | $1,309,321 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.23% | 6,148 | +74 | +1.22% | $1,280,444 |
| CITIZENS & NORTHN CORP | CZNC | Financial Services | 0.23% | 56,373 | -7,343 | -11.52% | $1,259,373 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 3,454 | +681 | +24.56% | $993,106 |
| ISHARES TR | AGG | Other | 0.16% | 8,986 | +65 | +0.73% | $892,014 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 2,728 | - | - | $782,615 |
| MICROSOFT CORP | MSFT | Technology | 0.13% | 1,920 | +50 | +2.67% | $710,560 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.12% | 5,075 | +5,075 | +100.00% | $695,935 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.12% | 13,960 | +7,035 | +101.59% | $643,137 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.11% | 5,363 | -88 | -1.61% | $588,267 |
| ISHARES TR | IJH | Other | 0.10% | 8,453 | +31 | +0.37% | $570,859 |
| VANGUARD INDEX FDS | VO | Other | 0.10% | 1,974 | +8 | +0.41% | $566,855 |
| PEOPLES FINL SVCS CORP | PFIS | Financial Services | 0.10% | 10,180 | +14 | +0.14% | $542,879 |
| ISHARES TR | OEF | Other | 0.09% | 1,629 | -81,813 | -98.05% | $518,067 |
| FIDELITY COVINGTON TRUST | FQAL | Other | 0.09% | 7,111 | +378 | +5.61% | $516,262 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,956 | +718 | +32.08% | $501,531 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.09% | 8,476 | +2,458 | +40.84% | $496,185 |
| ISHARES TR | IUSV | Other | 0.09% | 4,841 | +38 | +0.79% | $494,998 |
| VANGUARD INDEX FDS | VTV | Other | 0.09% | 2,492 | +25 | +1.01% | $488,930 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.07% | 2,011 | +2,010 | +201000.00% | $418,487 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.07% | 6,526 | -880 | -11.88% | $418,186 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.07% | 2,100 | -34 | -1.59% | $403,017 |
| ISHARES TR | USMV | Other | 0.07% | 4,075 | +53 | +1.32% | $377,906 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.07% | 1,140 | +4 | +0.35% | $371,460 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 1,794 | -8 | -0.44% | $364,953 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.06% | 7,273 | +3,196 | +78.39% | $349,468 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 1,178 | -39 | -3.20% | $346,474 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 562 | +317 | +129.39% | $335,823 |
| WALMART INC | WMT | Consumer Defensive | 0.06% | 2,662 | +1 | +0.04% | $330,862 |
| SPDR SERIES TRUST | SPTI | Other | 0.06% | 11,459 | +5,699 | +98.94% | $328,415 |
| VANGUARD BD INDEX FDS | BND | Other | 0.06% | 4,362 | +2,114 | +94.04% | $321,218 |
| SPDR GOLD TR | GLD | Other | 0.06% | 715 | +50 | +7.52% | $307,657 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 749 | -12 | -1.58% | $278,255 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.05% | 4,663 | +1,851 | +65.83% | $275,257 |
| ISHARES TR | ICVT | Other | 0.05% | 2,571 | -2,448 | -48.77% | $261,706 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.05% | 1,713 | +76 | +4.64% | $253,726 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.04% | 385 | -31 | -7.45% | $250,698 |
| GLOBAL X FDS | AIQ | Other | 0.04% | 5,226 | -1,290 | -19.80% | $243,897 |
| GE AEROSPACE | GE | Industrials | 0.04% | 848 | - | - | $240,746 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.04% | 3,595 | +37 | +1.04% | $240,038 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 693 | +101 | +17.06% | $227,780 |
| WISDOMTREE TR | DLN | Other | 0.04% | 2,540 | - | - | $226,898 |
| COMMUNITY FINANCIAL SYSTEM I | CBU | Financial Services | 0.04% | 3,808 | - | - | $223,339 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.04% | 1,394 | +33 | +2.42% | $222,679 |
| NBT BANCORP INC | NBTB | Financial Services | 0.04% | 5,165 | +1 | +0.02% | $219,922 |
| VANGUARD INDEX FDS | VUG | Other | 0.04% | 498 | +22 | +4.62% | $217,521 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.04% | 629 | +583 | +1267.39% | $212,501 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 212 | +1 | +0.47% | $211,344 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.04% | 2,805 | +1,194 | +74.12% | $210,908 |
| ISHARES INC | EMXC | Other | 0.04% | 2,601 | -648 | -19.94% | $204,594 |
| UGI CORP NEW | UGI | Utilities | 0.04% | 5,586 | +28 | +0.50% | $203,442 |
| META PLATFORMS INC | META | Communication Services | 0.04% | 353 | -121 | -25.53% | $201,794 |
| HONEYWELL INTL INC | HON | Industrials | 0.04% | 876 | +700 | +397.73% | $198,002 |
| VANECK ETF TRUST | GDX | Other | 0.04% | 2,150 | +164 | +8.26% | $197,306 |
| ISHARES TR | IYW | Other | 0.03% | 1,070 | -4,551 | -80.96% | $194,143 |
| INVESCO QQQ TR | QQQ | Other | 0.03% | 333 | -51 | -13.28% | $192,336 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.03% | 794 | -102 | -11.38% | $187,633 |
| CHEVRON CORPORATION | CVX | Energy | 0.03% | 886 | -179 | -16.81% | $183,284 |
| ISHARES TR | DGRO | Other | 0.03% | 2,577 | +11 | +0.43% | $180,839 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.03% | 371 | +124 | +50.20% | $177,783 |
| CAMBRIA ETF TR | GVAL | Other | 0.03% | 5,250 | - | - | $174,143 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.03% | 829 | - | - | $172,473 |
| GE VERNOVA INC | GEV | Utilities | 0.03% | 197 | +1 | +0.51% | $172,023 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.03% | 1,163 | +67 | +6.11% | $170,466 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.03% | 1,551 | +111 | +7.71% | $170,322 |
| MERCK & CO INC | MRK | Healthcare | 0.03% | 1,400 | +161 | +12.99% | $168,366 |
| BOEING CO | BA | Industrials | 0.03% | 845 | +280 | +49.56% | $168,180 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.03% | 539 | +5 | +0.94% | $167,441 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 1,051 | +66 | +6.70% | $163,171 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.03% | 5,309 | +2,789 | +110.67% | $162,878 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.03% | 1,623 | +18 | +1.12% | $152,952 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.03% | 444 | +37 | +9.09% | $152,457 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.03% | 612 | -125 | -16.96% | $148,396 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.03% | 2,532 | - | - | $143,514 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.02% | 426 | - | - | $139,332 |
| ISHARES TR | IWV | Other | 0.02% | 368 | -9 | -2.39% | $136,257 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 0.02% | 728 | -4,847 | -86.94% | $134,655 |