Stone House Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Stone House Investment Management, Llc disclosed 1270 stock positions valued at approximately $752.24M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 1270
- Portfolio Value
- $752.24M
Holdings by Sector
Stone House Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.87% | 139,300 | +38,455 | +38.13% | $104,320,536 |
| ISHARES TR | IUSB | Other | 7.99% | 1,302,975 | +325,763 | +33.34% | $60,132,287 |
| SPDR SERIES TRUST | SPLG | Other | 7.80% | 667,459 | +667,314 | +460216.55% | $58,656,287 |
| ISHARES TR | IVW | Other | 5.55% | 303,365 | +6,529 | +2.20% | $41,721,811 |
| BLACKROCK ETF TRUST | DYNF | Other | 5.34% | 590,312 | +16,295 | +2.84% | $40,147,123 |
| ISHARES TR | IVE | Other | 4.76% | 157,787 | -19,429 | -10.96% | $35,827,121 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.72% | 780,129 | +127,244 | +19.49% | $35,488,073 |
| ISHARES TR | IXUS | Other | 4.12% | 325,020 | +324,966 | +601788.89% | $31,019,923 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 4.02% | 205,993 | -2,169 | -1.04% | $30,206,776 |
| ISHARES INC | IEMG | Other | 3.22% | 292,408 | -155,973 | -34.79% | $24,223,074 |
| ISHARES TR | EFG | Other | 2.76% | 166,577 | +7,481 | +4.70% | $20,725,492 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.36% | 442,968 | -309 | -0.07% | $17,776,302 |
| ISHARES TR | IJH | Other | 2.21% | 216,078 | +207,625 | +2456.23% | $16,661,763 |
| ISHARES TR | MTUM | Other | 2.08% | 45,709 | -17,078 | -27.20% | $15,670,335 |
| ISHARES TR | TLH | Other | 2.00% | 149,866 | -31,656 | -17.44% | $15,039,060 |
| ISHARES TR | MBB | Other | 1.89% | 150,699 | +9,802 | +6.96% | $14,244,113 |
| ISHARES TR | GOVT | Other | 1.84% | 606,615 | +40,815 | +7.21% | $13,818,689 |
| ISHARES TR | ITA | Other | 1.79% | 55,650 | +6,512 | +13.25% | $13,490,742 |
| ISHARES TR | EFV | Other | 1.78% | 174,577 | -209,073 | -54.50% | $13,363,880 |
| ISHARES TR | MUB | Other | 1.07% | 74,997 | +11,722 | +18.53% | $8,071,216 |
| ISHARES GOLD TR | IAU | Other | 0.55% | 54,376 | +8,558 | +18.68% | $4,105,959 |
| APPLE INC | AAPL | Technology | 0.33% | 8,606 | +556 | +6.91% | $2,490,205 |
| ISHARES TR | ISTB | Other | 0.32% | 49,861 | +1,122 | +2.30% | $2,405,796 |
| NVIDIA CORPORATION | NVDA | Technology | 0.31% | 11,787 | +4,279 | +56.99% | $2,358,534 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.23% | 7,132 | +984 | +16.01% | $1,699,841 |
| ISHARES TR | QUAL | Other | 0.20% | 6,891 | -79,246 | -92.00% | $1,512,195 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 3,642 | +914 | +33.50% | $1,286,867 |
| CITIZENS & NORTHN CORP | CZNC | Financial Services | 0.15% | 49,090 | -7,283 | -12.92% | $1,144,288 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.15% | 21,261 | -104,882 | -83.15% | $1,112,811 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 3,093 | -361 | -10.45% | $1,105,359 |
Showing 30 of 1,270 holdings in the latest reporting period.