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CIK: 0001696497
Total reported value
$752.2M
$752.2M
850 檔
31.0%
In Q4 2025, Stone House Investment Management, LLC's U.S. equity holdings reached a combined market value of $752.2M, distributed across 850 disclosed stock positions.
In Q4 2025, Stone House Investment Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 850 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.93% | +7.80% | — | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.81% | -0.10% | -5.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.66% | +2.07% | +1.62% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.55% | -1.95% | +43.98% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.21% | -0.64% | +3.01% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.73% | -0.62% | +227.55% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.39% | -0.47% | +0.62% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.05% | -2.38% | +25.73% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.87% | -1.37% | -4.58% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.44% | -0.07% | +2.30% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.32% | -3.33% | -14.32% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.31% | +4.12% | +11.85% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.75% | -1.28% | +2.56% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.60% | -2.76% | -44.52% | |
| 15 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.37% | -1.09% | +2.13% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.29% | -0.62% | +52.99% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.19% | -0.06% | +0.97% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 2.00% | -0.51% | +4.76% | |
| 19 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.87% | -0.59% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.61% | -0.17% | -2.85% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.49% | -1.82% | +5.15% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.27% | -1.02% | +2.52% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.94% | -0.14% | +11.70% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.89% | -0.13% | -3.12% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.51% | -0.01% | +7.81% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.36% | -0.10% | +6.77% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.04% | +1.27% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.27% | -0.42% | -49.03% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +0.36% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.08% | +4.00% | |
| 31 | CZNC | Citizens & Northern CORP | Stock-Other | 0.20% | -0.08% | -16.81% | |
| 32 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.19% | +0.11% | -8.77% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.17% | -0.01% | -18.14% | |
| 34 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.15% | — | -0.50% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.02% | +1.14% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.14% | -0.08% | +0.86% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | -0.03% | -4.77% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.03% | -7.05% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | -0.02% | +6.17% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | -0.02% | -8.81% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.09% | -0.48% | +9.75% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | +2.11% | -0.07% | |
| 43 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.08% | -0.09% | +0.10% | |
| 44 | PFIS | Peoples Financial Services | Stock-Other | 0.08% | — | -12.98% | |
| 45 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.08% | -0.05% | +18.12% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.08% | -0.07% | +13.06% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.01% | +0.33% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | +6.61% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | -0.02% | +0.33% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +7.60% |
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 850 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, IVV) accounted for 31.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYM
市值: $64.0M
Top Position Liquidated / Trimmed
SPY
前期市值: $58.9M
During Q4 2025, Stone House Investment Management, LLC's top holdings by market value included SPYM (9.9%)、IUSB (6.8%)、IVV (6.7%). The largest single position, SPYM, represented 9.9% of total portfolio value.
In Q4 2025, Stone House Investment Management, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 21 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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