SH
Stone House Investment Management, LLC 13F Filing (Q3 2026) — Top Positions & Stock Picks
Stone House Investment Management, LLCCIK: 0001696497
Diversified strategySector-focusedMomentum follower
Total reported value
$768.2M
Reporting period: 2026-09-30 · Number of holdings: 215
Stone House Investment Management, LLC disclosed 215 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $768.2M and a quarterly turnover rate of 19.9%.
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Personality snowflake
- Concentration
- 23.12
- Portfolio Stability
- 19.91
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 66.11
Stone House Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.058 — mathematically equivalent to about 17 equally-sized positions, well below its 215 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy ACWX
Trim MTUM
-98.2% -$15.4M
Trim MBB
-93.1% -$13.3M
Add CORO
+102.7% $13.1M
Add IUSB
+26.9% $12.7M
Trim IEMG
-38.4% -$9.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.66% | +0.79% | +5.54% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.49% | +1.50% | +26.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.02% | +0.22% | +2.83% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.83% | +0.28% | +3.80% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.55% | +0.21% | +4.18% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.66% | -0.10% | -0.58% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.39% | -0.33% | -0.22% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.19% | +0.07% | +4.19% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.67% | -0.35% | -5.69% | |
| 10 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 3.39% | +1.67% | +102.75% | |
| 11 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.60% | +0.57% | +34.84% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.49% | +0.13% | +8.14% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.42% | +2.42% | NEW | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.37% | -0.34% | -0.14% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.26% | -0.50% | -13.02% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.12% | -0.09% | +4.76% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | -1.32% | -38.40% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.86% | +0.02% | +7.85% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.86% | -0.14% | +3.53% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.86% | +0.08% | +3.20% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.66% | +0.05% | +3.53% | |
| 22 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 1.64% | +0.14% | +4.61% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.49% | -0.30% | -0.65% | |
| 24 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 1.41% | +0.34% | +35.07% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | +0.26% | +34.99% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | +0.04% | +6.69% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.04% | -0.12% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.05% | +4.05% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.32% | — | +3.63% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | +4.67% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.19% | -0.01% | -6.72% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +23.93% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | -0.01% | -2.33% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.05% | +7.20% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.01% | +3.67% | |
| 36 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.15% | +0.02% | +12.95% | |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.14% | -0.01% | +2.14% | |
| 38 | CZNC | Citizens & Northern CORP | Stock-Other | 0.13% | -0.02% | -16.96% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.12% | -1.77% | -93.07% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.11% | +0.03% | +31.38% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.10% | +0.04% | +90.89% | |
| 42 | PFIS | Peoples Financial Services | Stock-Other | 0.10% | — | -4.13% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | +0.04% | +70.43% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.09% | — | +0.45% | |
| 45 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.09% | -0.02% | +0.09% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | +10.94% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +0.37% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.08% | -0.01% | -0.96% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | — | — | |
| 50 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.07% | +0.07% | NEW |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q4 2026
+0.3%
Performance Last 4 Quarters
+9.4%
- Stdev
- +9.6%
- Beta
- +0.75
- Alpha
- 0%
- Max Drawdown
- -5.5%
- Annualized Perf
- +17.4%
- Batting Avg vs S&P
- +30.6%
- Sortino
- +3.47
- Stutzer
- +0.5
- Treynor
- +0.22
- Sterling
- +1.23
- Calmar
- +3.15
- Information Ratio
- -1.33
- Tracking Error
- +4.2%
- Stdev Down
- +4.8%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +25.8%
- Worst 12 Months
- +6.7%
- Efficiency Ratio
- +0.68
- Sharpe
- +1.73
- Stdev Sectors
- +16.6%
- Skewness
- -0.25
- Kurtosis
- +0.25
- Upside Potential
- +4.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 215 | $768.2M | 20 | ||
| 2026 Q2 | 1339 | $752.2M | 50 | ||
| 2026 Q1 | 1069 | $558.1M | 39 | ||
| 2025 Q4 | 850 | $644.2M | 39 | ||
| 2025 Q3 | 723 | $593.6M | 43 | ||
| 2025 Q2 | 520 | $544.0M | 0 | ||
| 2025 Q1 | 437 | $493.4M | 100 | ||
| 2024 Q4 | 50 | $393.5M | 0 | ||
| 2024 Q3 | 380 | $484.2M | 0 | ||
| 2024 Q2 | 378 | $384.8M | 0 | ||
| 2024 Q1 | 400 | $425.3M | 0 | ||
| 2023 Q4 | 319 | $289.9M | 0 | ||
| 2023 Q3 | 337 | $287.4M | 0 | ||
| 2023 Q2 | 339 | $275.8M | 0 | ||
| 2023 Q1 | 312 | $295.8M | 0 | ||
| 2022 Q4 | 45 | $280.5M | 0 | ||
| 2022 Q3 | 42 | $215.5M | 0 | ||
| 2022 Q2 | 40 | $221.2M | 0 | ||
| 2022 Q1 | 46 | $293.6M | 0 | ||
| 2021 Q4 | 42 | $292.2M | 0 | ||
| 2021 Q3 | 38 | $256.5M | 0 | ||
| 2021 Q2 | 38 | $256.5M | 87 | ||
| 2021 Q1 | 35 | $198.5M | 0 | ||
| 2020 Q4 | 36 | $198.6M | 40 | ||
| 2020 Q3 | 38 | $247.4M | 33 | ||
| 2020 Q2 | 33 | $199.3M | 55 | ||
| 2020 Q1 | 32 | $171.2M | 87 | ||
| 2019 Q4 | 27 | $137.0M | 73 | ||
| 2019 Q3 | 42 | $200.7M | 17 | ||
| 2019 Q2 | 37 | $191.4M | 53 | ||
| 2019 Q1 | 227 | $192.0M | 32 | ||
| 2018 Q4 | 49 | $158.4M | 32 | ||
| 2018 Q3 | 50 | $174.3M | 26 | ||
| 2018 Q2 | 47 | $157.0M | 17 | ||
| 2018 Q1 | 43 | $153.9M | 38 | ||
| 2017 Q4 | 37 | $147.8M | 19 | ||
| 2017 Q3 | 37 | $140.4M | 19 | ||
| 2017 Q2 | 37 | $139.2M | 13 | ||
| 2017 Q1 | 38 | $133.5M | 52 | ||
| 2016 Q4 | 35 | $118.9M | 0 |
Holding changes this quarter
Stone House Investment Management, LLC's most significant position changes for 2026-09-30: New buy: Ishares Msci Acwi Ex US ETF (ACWX); New buy: Ishares Lt National Muni Bd (LMUB); New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Home Depot Inc (HD).
Showing top 200 changes by size (of 1362 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +2.4% | NEW | New buy |
| 2 | CORO | Ish Intl Ctry Rot Act ETF | +1.7% | +102.75% | Add |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.5% | +26.86% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.8% | +5.54% | Add |
| 5 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.6% | +34.84% | Add |
| 6 | GGOV | Ishares Global Gb Usd Ha ETF | +0.3% | +35.07% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +3.80% | Add |
| 8 | MUB | Ishares National Muni Bond E | +0.3% | +34.99% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.83% | Add |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +4.18% | Add |
| 11 | IALT | Ishrs Sys Alt Act ETF | +0.1% | +4.61% | Add |
| 12 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +8.14% | Add |
| 13 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +3.20% | Add |
| 14 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +4.19% | Add |
| 15 | LMUB | Ishares Lt National Muni Bd | +0.1% | NEW | New buy |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +3.53% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +4.05% | Add |
| 19 | MSFT | Microsoft CORP | +0.1% | +7.20% | Add |
| 20 | IAU | Ishares Gold Trust | 0% | +6.69% | Add |
| 21 | AAPL | Apple Inc | 0% | -0.12% | Trim |
| 22 | MU | Micron Technology Inc | 0% | +90.89% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +70.43% | Add |
| 24 | MET | Metlife Inc | 0% | +705.28% | Add |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +31.38% | Add |
| 26 | GOVT | Ishares US Treasury Bond ETF | 0% | +7.85% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +23.93% | Add |
| 28 | SPXL | Direxion Daily S&p 500 Bull | 0% | +12.95% | Add |
| 29 | GLW | Corning Inc | 0% | +786.67% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +132.06% | Add |
| 31 | IBIT | Ishares Bitcoin Trust ETF | 0% | +60.30% | Add |
| 32 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | 0% | +4.67% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +17.56% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +24.08% | Add |
| 36 | PSEP | Innovator U.s. Equity Power | 0% | NEW | New buy |
| 37 | AMD | Advanced Micro Devices | 0% | +3.67% | Add |
| 38 | INSM | Insmed Inc | 0% | +149.50% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +34.23% | Add |
| 40 | CVX | Chevron CORP | 0% | +24.27% | Add |
| 41 | NXT | Nextpower Inc-cl A | 0% | NEW | New buy |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +10.94% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | +76.83% | Add |
| 44 | ULS | Ul Solutions Inc - Class A | 0% | NEW | New buy |
| 45 | VZ | Verizon Communications Inc | 0% | +108.29% | Add |
| 46 | GTLB | Gitlab Inc-cl A | 0% | NEW | New buy |
| 47 | AIQ | Global X Art Intel & Tech | 0% | +14.31% | Add |
| 48 | F | Ford Motor Co | 0% | +710.15% | Add |
| 49 | WFC | Wells Fargo & Co | — | +146.53% | Add |
| 50 | XLV | Ss Health Care Select Sector | — | +23.03% | Add |
1–50 of 200
Filing History
FAQ
What is Stone House Investment Management, LLC and what type of investor is it?
Stone House Investment Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $768.2M, spread across 215 disclosed positions.
What are Stone House Investment Management, LLC's largest equity positions?
Based on the latest 13F filing, Stone House Investment Management, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $112.6M (14.7%)
2. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $72.9M (9.5%)
3. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $61.6M (8.0%)
4. Ishares S&p 500 Growth ETF (IVW) — $44.8M (5.8%)
5. Ishrs US E F R A Etf-usd Inc (DYNF) — $42.6M (5.5%)
What changes did Stone House Investment Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Stone House Investment Management, LLC made 198 notable position adjustments: 8 new positions were initiated, 50 existing holdings were added to, 28 positions were partially reduced, and 112 were completely exited. The largest of these moves: New buy: Ishares Msci Acwi Ex US ETF (ACWX); New buy: Ishares Lt National Muni Bd (LMUB); New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Home Depot Inc (HD)
What sectors does Stone House Investment Management, LLC focus on?
Stone House Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Staples: 57.3%
• Information Technology: 19.3%
• Communication Services: 6.0%
• Financials: 5.1%
• Consumer Discretionary: 4.9%
• Industrials: 2.1%
Investment Profile
Stone House Investment Management, LLC returned an annualized 17.4% over the trailing 36 months — underperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 31% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 57.3% of the portfolio concentrated in Consumer Staples.
Its turnover score has fallen from 43 to 20 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SPYM position over the past two quarters (+$61.6M, now $61.6M), while trimming IEMG over the same stretch (-$16.7M, still holding $14.6M).
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Developer Access
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