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CIK: 0001696497
Total reported value
$752.2M
$752.2M
1069 檔
28.6%
The Q1 2026 SEC filing reveals that Stone House Investment Management, LLC held a total portfolio value of $752.2M, covering 1069 public equity positions.
In Q1 2026, Stone House Investment Management, LLC displayed an active expansion posture, initiating 27 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1069 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.80% | +2.07% | +60.95% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.09% | -0.10% | +3.63% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.71% | -1.95% | -10.96% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.02% | -0.47% | +5.39% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.98% | -0.64% | -12.78% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.60% | -2.38% | -7.38% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.39% | -1.37% | -4.93% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.34% | -0.62% | -18.50% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.11% | -3.33% | -1.61% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 3.28% | -1.28% | +4.31% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.18% | -0.42% | +937.33% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | -2.76% | +2.24% | |
| 13 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.95% | -0.59% | +34.74% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.77% | -0.06% | +10.72% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.70% | -0.62% | +6.34% | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.70% | -1.09% | +5.16% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.40% | -0.51% | +4.11% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.32% | -0.48% | +2227.34% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.93% | -0.14% | +74.41% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.84% | -1.82% | +6.61% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.13% | +17.68% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.17% | -1.02% | -18.60% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.17% | -64.24% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.42% | -0.10% | +3.35% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.04% | +13.11% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.08% | +4.58% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | +1.22% | |
| 28 | CZNC | Citizens & Northern CORP | Stock-Other | 0.23% | -0.08% | -11.52% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.03% | +24.56% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.08% | +0.73% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.03% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.02% | +2.67% | |
| 33 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.12% | -0.01% | — | |
| 34 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.12% | -0.07% | +101.59% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.11% | -0.02% | -1.61% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | +2.11% | +0.37% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | -0.02% | +0.41% | |
| 38 | PFIS | Peoples Financial Services | Stock-Other | 0.10% | — | +0.14% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.09% | -0.07% | -98.05% | |
| 40 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.09% | -0.09% | +5.61% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.04% | +32.08% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.09% | -0.04% | +40.84% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.09% | -0.07% | +0.79% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | -0.01% | +1.01% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.07% | +0.01% | +201000.00% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | -11.88% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | -0.02% | -1.59% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.07% | -0.01% | +1.32% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.07% | -0.02% | +0.35% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.07% | +0.08% | -0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.1% | +60.95% | Add |
| 2 | EFG | Ishares Msci Eafe Growth ETF | +2.9% | +937.33% | Add |
| 3 | GOVT | Ishares US Treasury Bond ETF | +2.2% | +2227.34% | Add |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.3% | +3.63% | Add |
| 5 | FENI | Fidelity Enhanced Intl ETF | +1.1% | +34.74% | Add |
| 6 | ITA | Ishares U.s. Aerospace & Def | +1% | +74.41% | Add |
| 7 | EFV | Ishares Msci Eafe Value ETF | +0.8% | -1.61% | Trim |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.6% | +5.39% | Add |
| 9 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | +10.72% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.6% | -7.38% | Trim |
| 11 | TLH | Ishares 10-20 Year Treasury | +0.5% | +4.31% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.5% | -4.93% | Trim |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.4% | +6.34% | Add |
| 14 | MBB | Ishares Mbs ETF | +0.4% | +4.11% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.4% | +2.24% | Add |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.4% | +6.61% | Add |
| 17 | THRO | Ishares U.s. Thematic Rotati | +0.3% | +5.16% | Add |
| 18 | MUB | Ishares National Muni Bond E | +0.3% | +17.68% | Add |
| 19 | IVE | Ishares S&p 500 Value ETF | +0.2% | -10.96% | Trim |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +201000.00% | Add |
| 21 | JPIE | Jpmorgan Income ETF | +0.1% | +101.59% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +13.11% | Add |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +3.35% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +32.08% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +24.56% | Add |
| 26 | MU | Micron Technology Inc | 0% | +1267.39% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +129.39% | Add |
| 28 | VGSH | Vanguard Short-term Treasury | 0% | +40.84% | Add |
| 29 | HON | Honeywell International Inc | 0% | +397.73% | Add |
| 30 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +98.94% | Add |
| 31 | BND | Vanguard Total Bond Market | 0% | +94.04% | Add |
| 32 | BNDX | Vanguard Total Intl Bond ETF | 0% | +78.39% | Add |
| 33 | CZNC | Citizens & Northern CORP | 0% | -11.52% | Trim |
| 34 | SCHD | Schwab US Dvd Equity ETF | 0% | +110.67% | Add |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +74.12% | Add |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +65.83% | Add |
| 37 | PFIS | Peoples Financial Services | 0% | +0.14% | Add |
| 38 | GLD | Spdr Gold Shares | 0% | +7.52% | Add |
| 39 | NVDA | Nvidia CORP | 0% | +4.58% | Add |
| 40 | VTV | Vanguard Value ETF | 0% | +1.01% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +1.22% | Add |
| 42 | VONG | Vanguard Russell 1000 Growth | 0% | -1.61% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +50.20% | Add |
| 45 | XME | Ss Spdr S&p Metals Mining | 0% | +1751.85% | Add |
| 46 | NKE | Nike Inc -cl B | 0% | +321.54% | Add |
| 47 | BA | Boeing Co/the | 0% | +49.56% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +0.51% | Add |
| 49 | RDDT | Reddit Inc-cl A | 0% | +200.00% | Add |
| 50 | FIX | Comfort Systems USA Inc | 0% | — | Unchanged |
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 1069 disclosed positions in Q1 2026.
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 IVV, IUSB, IVE) accounted for 28.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
WMS
市值: $695.9K
Top Position Liquidated / Trimmed
MIDU
前期市值: $195.2K
During Q1 2026, Stone House Investment Management, LLC's top holdings by market value included IVV (11.8%)、IUSB (8.1%)、IVE (6.7%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q1 2026, Stone House Investment Management, LLC made 189 total portfolio adjustments, initiating 27 new buys, adding to 95 positions, trimming 49 holdings, and fully liquidating 18 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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