Stone House Investment Management, Llc Portfolio Stock Holdings
Stone House Investment Management, Llc disclosed 1339 stock positions valued at approximately $752.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1339
- Portfolio Value
- $752.2M
Holdings by Sector
Stone House Investment Management, Llc Portfolio Holdings in Q2 2026
1199 holdings in the latest reporting period.
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| 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 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 1,879 | +85 | +4.74% | $1,091,530 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 0.13% | 3,591 | +2,863 | +393.27% | $971,859 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.11% | 5,375 | +300 | +5.91% | $843,660 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 2,181 | +261 | +13.59% | $813,683 |
| PEOPLES FINL SVCS CORP | PFIS | Financial Services | 0.10% | 11,832 | +1,652 | +16.23% | $785,305 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.09% | 2,802 | +791 | +39.33% | $689,964 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.09% | 5,363 | - | - | $685,445 |
| VANGUARD INDEX FDS | VO | Other | 0.08% | 7,921 | +5,947 | +301.27% | $638,161 |
| ISHARES TR | STIP | Other | 0.08% | 6,180 | +5,033 | +438.80% | $631,310 |
| ISHARES TR | AGG | Other | 0.08% | 6,346 | -2,640 | -29.38% | $628,089 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 2,696 | +204 | +8.19% | $587,539 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 841 | +279 | +49.64% | $577,834 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.07% | 7,089 | +563 | +8.63% | $505,091 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 395 | -234 | -37.20% | $455,945 |
| ISHARES TR | USMV | Other | 0.06% | 4,641 | +566 | +13.89% | $447,645 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 1,354 | +176 | +14.94% | $443,265 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 876 | +505 | +136.12% | $438,342 |
| MORGAN STANLEY | MS | Financial Services | 0.06% | 2,009 | +1,929 | +2411.25% | $420,032 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.05% | 1,912 | -188 | -8.95% | $406,868 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 960 | +211 | +28.17% | $403,566 |
| EXXON MOBIL CORP | XOM | Energy | 0.05% | 2,949 | -7 | -0.24% | $403,149 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.05% | 8,538 | -5,422 | -38.84% | $393,175 |
| CHUBB LIMITED | CB | Financial Services | 0.05% | 1,152 | +12 | +1.05% | $392,459 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.05% | 6,689 | -1,787 | -21.08% | $389,300 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 294 | +205 | +230.34% | $352,406 |
| GLOBAL X FDS | AIQ | Other | 0.04% | 5,144 | -82 | -1.57% | $337,498 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.04% | 1,126 | +71 | +6.73% | $335,379 |
| COMMUNITY FINANCIAL SYSTEM I | CBU | Financial Services | 0.04% | 4,837 | +1,029 | +27.02% | $324,659 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 864 | +171 | +24.68% | $304,696 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 2,661 | -1 | -0.04% | $301,409 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.04% | 5,315 | +2,783 | +109.91% | $300,191 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 313 | +101 | +47.64% | $292,897 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.04% | 3,729 | +134 | +3.73% | $290,974 |
| ISHARES TR | TLT | Other | 0.04% | 3,321 | +2,936 | +762.60% | $287,001 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.04% | 384 | -1 | -0.26% | $286,776 |
| VANGUARD INDEX FDS | VUG | Other | 0.04% | 3,262 | +2,764 | +555.02% | $280,989 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.04% | 1,769 | +56 | +3.27% | $279,559 |
| NBT BANCORP INC | NBTB | Financial Services | 0.04% | 5,631 | +466 | +9.02% | $277,999 |
| SPDR GOLD TR | GLD | Other | 0.04% | 733 | +18 | +2.52% | $270,023 |
| INVESCO QQQ TR | QQQ | Other | 0.03% | 333 | - | - | $245,394 |
| WISDOMTREE TR | DLN | Other | 0.03% | 2,540 | - | - | $244,653 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.03% | 4,750 | +87 | +1.87% | $242,488 |
| GE AEROSPACE | GE | Industrials | 0.03% | 632 | -216 | -25.47% | $236,228 |
| GE VERNOVA INC | GEV | Utilities | 0.03% | 200 | +3 | +1.52% | $235,117 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.03% | 4,749 | -2,524 | -34.70% | $229,994 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.03% | 801 | -28 | -3.38% | $228,750 |
| BOEING CO | BA | Industrials | 0.03% | 1,022 | +177 | +20.95% | $221,232 |
| META PLATFORMS INC | META | Communication Services | 0.03% | 393 | +40 | +11.33% | $221,224 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.03% | 429 | +202 | +88.99% | $220,334 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.03% | 1,396 | +2 | +0.14% | $211,484 |
| MERCK & CO INC | MRK | Healthcare | 0.03% | 1,638 | +238 | +17.00% | $210,488 |
| AMEREN CORP | AEE | Utilities | 0.03% | 1,834 | +1,834 | +100.00% | $207,315 |
| UGI CORP NEW | UGI | Utilities | 0.03% | 5,983 | +397 | +7.11% | $206,653 |
| DIREXION SHARES ETF TRUST | EDC | Other | 0.03% | 2,261 | +2,261 | +100.00% | $201,113 |
| SPDR SERIES TRUST | SPTI | Other | 0.03% | 6,936 | -4,523 | -39.47% | $196,913 |
| ISHARES TR | DGRO | Other | 0.03% | 2,587 | +10 | +0.39% | $196,078 |
| DIREXION SHARES ETF TRUST | MIDU | Other | 0.03% | 2,598 | -1,248 | -32.45% | $194,430 |
| VANGUARD BD INDEX FDS | BND | Other | 0.03% | 2,640 | -1,722 | -39.48% | $193,802 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 1,410 | +359 | +34.16% | $190,880 |
| COMFORT SYS USA INC | FIX | Industrials | 0.03% | 96 | - | - | $190,384 |
| CAMBRIA ETF TR | GVAL | Other | 0.03% | 5,250 | - | - | $189,105 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.02% | 643 | +31 | +5.07% | $180,880 |
| SANDISK CORP | SNDK | Other | 0.02% | 79 | +63 | +393.75% | $179,625 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.02% | 798 | +4 | +0.50% | $176,019 |
| ISHARES TR | OEF | Other | 0.02% | 464 | -1,165 | -71.52% | $169,790 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.02% | 5,331 | +22 | +0.41% | $169,046 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.02% | 1,655 | +32 | +1.97% | $162,521 |
| VANECK ETF TRUST | GDX | Other | 0.02% | 2,150 | - | - | $162,218 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.02% | 426 | - | - | $157,871 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.02% | 445 | +1 | +0.23% | $157,707 |