Stone House Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Stone House Investment Management, Llc disclosed 213 stock positions valued at approximately $768.17M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 213
- Portfolio Value
- $768.17M
Holdings by Sector
Stone House Investment Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.66% | 147,012 | +7,712 | +5.54% | $112,589,016 |
| ISHARES TR | IUSB | Other | 9.49% | 1,652,914 | +349,939 | +26.86% | $72,876,965 |
| SPDR SERIES TRUST | SPLG | Other | 8.02% | 686,366 | +18,907 | +2.83% | $61,608,238 |
| ISHARES TR | IVW | Other | 5.83% | 314,898 | +11,533 | +3.80% | $44,797,319 |
| BLACKROCK ETF TRUST | DYNF | Other | 5.55% | 615,013 | +24,701 | +4.18% | $42,595,780 |
| ISHARES TR | IVE | Other | 4.66% | 156,876 | -911 | -0.58% | $35,811,569 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.39% | 778,448 | -1,681 | -0.22% | $33,706,787 |
| ISHARES TR | IXUS | Other | 4.19% | 338,653 | +13,633 | +4.19% | $32,168,613 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 3.67% | 194,270 | -11,723 | -5.69% | $28,223,602 |
| BLACKROCK ETF TRUST | CORO | Other | 3.39% | 716,429 | +363,067 | +102.75% | $26,042,209 |
| BLACKROCK ETF TRUST | BLCR | Other | 2.60% | 408,185 | +105,476 | +34.84% | $19,984,748 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.49% | 479,009 | +36,041 | +8.14% | $19,117,266 |
| ISHARES TR | ACWX | Other | 2.42% | 245,933 | +245,933 | +100.00% | $18,597,453 |
| BLACKROCK ETF TRUST | BAI | Other | 2.37% | 386,378 | -555 | -0.14% | $18,233,158 |
| ISHARES TR | EFG | Other | 2.26% | 144,889 | -21,688 | -13.02% | $17,362,004 |
| ISHARES TR | IJH | Other | 2.12% | 226,368 | +10,290 | +4.76% | $16,287,208 |
| ISHARES INC | IEMG | Other | 1.90% | 180,129 | -112,279 | -38.40% | $14,619,265 |
| ISHARES TR | GOVT | Other | 1.86% | 654,228 | +47,613 | +7.85% | $14,307,969 |
| ISHARES TR | TLH | Other | 1.86% | 155,163 | +5,297 | +3.53% | $14,301,373 |
| ISHARES TR | EFV | Other | 1.86% | 180,158 | +5,581 | +3.20% | $14,257,692 |
| BLACKROCK ETF TRUST | THRO | Other | 1.66% | 290,738 | +9,905 | +3.53% | $12,786,660 |
| BLACKROCK ETF TRUST | IALT | Other | 1.64% | 421,697 | +18,590 | +4.61% | $12,591,872 |
| ISHARES TR | ITA | Other | 1.49% | 55,291 | -359 | -0.65% | $11,455,130 |
| BLACKROCK ETF TRUST II | GGOV | Other | 1.41% | 215,966 | +56,074 | +35.07% | $10,819,897 |
| ISHARES TR | MUB | Other | 1.33% | 101,238 | +26,241 | +34.99% | $10,235,200 |
| ISHARES GOLD TR | IAU | Other | 0.59% | 58,016 | +3,640 | +6.69% | $4,531,078 |
| APPLE INC | AAPL | Technology | 0.37% | 8,596 | -10 | -0.12% | $2,862,604 |
| NVIDIA CORPORATION | NVDA | Technology | 0.36% | 12,264 | +477 | +4.05% | $2,800,936 |
| ISHARES TR | ISTB | Other | 0.32% | 51,672 | +1,811 | +3.63% | $2,441,493 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 7,465 | +333 | +4.67% | $1,859,905 |
Showing 30 of 213 holdings in the latest reporting period.