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CIK: 0001696497
Total reported value
$752.2M
$752.2M
520 檔
27.6%
During the Q2 2025 filing period, Stone House Investment Management, LLC (CIK: 0001696497) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $752.2M across 520 reported positions.
In Q2 2025, Stone House Investment Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 520 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.92% | — | -5.56% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.48% | -0.10% | -0.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.42% | +2.07% | -48.16% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.24% | -1.37% | +1.94% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.15% | -2.76% | +8.54% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.99% | -3.33% | +56.89% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.93% | -0.47% | -6.99% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.54% | -0.64% | +2.58% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.63% | -1.95% | +15.17% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.06% | +4.12% | -8.18% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.77% | -2.38% | +102.60% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.52% | -0.42% | +2.83% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.51% | -0.01% | +10.95% | |
| 14 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.45% | -1.09% | +1212.83% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.44% | -0.07% | +48.74% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.31% | -1.28% | +40.30% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.09% | -0.51% | -1.64% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.00% | -0.62% | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.65% | -0.62% | +4.31% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.63% | -1.82% | +10320.18% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.38% | -1.02% | +5.57% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | -0.13% | +35.22% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.17% | -16.40% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.02% | -0.01% | +8146.07% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | -0.01% | +11.04% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.01% | +7803.10% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.38% | -0.10% | +3.09% | |
| 28 | CZNC | Citizens & Northern CORP | Stock-Other | 0.35% | -0.08% | +0.84% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.26% | -0.04% | +3.48% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -1.93% | |
| 31 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.19% | +0.11% | -6.90% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.08% | -4.55% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | -0.08% | -91.64% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | +13.05% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.15% | -0.02% | -92.67% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.15% | +0.06% | +1396.72% | |
| 37 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.13% | — | +2.28% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | -0.02% | -15.27% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.11% | — | +212.61% | |
| 40 | PFIS | Peoples Financial Services | Stock-Other | 0.11% | — | -0.03% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | +2.11% | -1.33% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | -0.02% | -35.46% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.03% | -3.94% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.03% | -2.05% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.09% | -0.48% | -29.58% | |
| 46 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.09% | -0.09% | +469.04% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.07% | -0.07% | -38.02% | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.07% | -0.01% | -89.29% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.01% | +230.42% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | -0.02% | -49.22% |
According to official SEC Form 13F filings, Stone House Investment Management, LLC reported a total U.S. public equity portfolio value of $752.2M across 520 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IUSB, IVV) accounted for 27.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
FBND
市值: $10.9M
Top Position Liquidated / Trimmed
JEPI
前期市值: $245.4K
During Q2 2025, Stone House Investment Management, LLC's top holdings by market value included SPY (9.9%)、IUSB (9.5%)、IVV (6.4%). The largest single position, SPY, represented 9.9% of total portfolio value.
In Q2 2025, Stone House Investment Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 19 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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