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CIK: 0001696497
Total reported value
$752.2M
$752.2M
723 檔
29.2%
According to the latest 13F quarterly dataset, Stone House Investment Management, LLC managed an equity portfolio of $752.2M at the end of Q3 2025, spanning 723 distinct U.S. exchange-listed positions.
In Q3 2025, Stone House Investment Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 723 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 | 9.93% | — | +1.25% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.85% | -0.10% | -10.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.95% | +2.07% | +9.61% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.37% | -0.64% | +15.47% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.94% | -1.37% | +7.76% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.69% | -0.47% | -4.52% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.20% | -3.33% | -11.40% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.98% | -2.76% | -17.03% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.81% | -1.95% | +7.33% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.57% | -0.07% | +87.38% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.28% | -2.38% | +12.81% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.08% | +4.12% | +2.75% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.94% | -1.28% | +37.04% | |
| 14 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.47% | -1.09% | +3.44% | |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.42% | -0.06% | — | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 2.07% | -0.51% | +6.47% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.91% | -0.62% | +2.78% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.67% | -0.62% | +3.22% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.62% | -0.17% | +46.38% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.58% | -1.82% | +4.97% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.36% | -1.02% | +6.03% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | -0.13% | -9.09% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.99% | -0.01% | -1.23% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.89% | -0.14% | — | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.58% | -0.42% | -75.43% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.51% | -0.01% | +14.41% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.01% | +0.36% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.36% | -0.10% | +3.69% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.04% | +0.93% | |
| 30 | CZNC | Citizens & Northern CORP | Stock-Other | 0.26% | -0.08% | -22.99% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.23% | -0.01% | -91.30% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +0.07% | |
| 33 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.22% | +0.11% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.08% | +5.87% | |
| 35 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.17% | — | +34.82% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.02% | +1.15% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | -0.08% | -4.48% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.15% | +0.06% | +9.38% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.03% | -1.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | -0.03% | -1.49% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.11% | — | +9.18% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | -0.02% | +0.37% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | -0.02% | — | |
| 44 | PFIS | Peoples Financial Services | Stock-Other | 0.10% | — | +0.11% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | +2.11% | -7.86% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.09% | -0.48% | +6.22% | |
| 47 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.08% | -0.09% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | -0.01% | +10.42% | |
| 49 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.07% | -0.05% | +6.09% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.07% | -0.07% | +0.02% |
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 723 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IUSB, IVV) accounted for 29.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $14.4M
Top Position Liquidated / Trimmed
IVV
前期市值: $61.0M
During Q3 2025, Stone House Investment Management, LLC's top holdings by market value included SPY (9.9%)、IUSB (7.8%)、IVV (7.0%). The largest single position, SPY, represented 9.9% of total portfolio value.
In Q3 2025, Stone House Investment Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 0 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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