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CIK: 0001696497
Total reported value
$768.2M
$768.2M
1339 檔
39.7%
At the close of Q2 2026, Stone House Investment Management, LLC disclosed equity holdings valued at approximately $768.2M, spread across 1339 reported holdings.
In Q2 2026, Stone House Investment Management, LLC displayed an active expansion posture, initiating 34 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.87% | +0.79% | +38.13% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.99% | +1.50% | +33.34% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.80% | +0.22% | +460216.55% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.55% | +0.28% | +2.20% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.34% | +0.21% | +2.84% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.76% | -0.10% | -10.96% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.72% | -0.33% | +19.49% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.12% | +0.07% | +601788.89% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.02% | -0.35% | -1.04% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | -1.32% | -34.79% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.76% | -0.50% | +4.70% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.71% | -0.34% | -17.67% | |
| 13 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.36% | +0.13% | -0.07% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.21% | -0.09% | +2456.23% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.08% | -2.05% | -27.20% | |
| 16 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.03% | +0.57% | — | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.00% | -0.14% | -17.44% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.89% | -1.77% | +6.96% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.84% | +0.02% | +7.21% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.79% | -0.30% | +13.25% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.78% | +0.08% | -54.50% | |
| 22 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.72% | +1.67% | — | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.61% | +0.05% | -32.41% | |
| 24 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 1.50% | +0.14% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | +0.26% | +18.53% | |
| 26 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 1.07% | +0.34% | — | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | +0.04% | +18.68% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.04% | +6.91% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.32% | — | +2.30% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.05% | +56.99% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | +16.01% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.20% | -0.01% | -92.00% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.01% | +33.50% | |
| 34 | CZNC | Citizens & Northern CORP | Stock-Other | 0.15% | -0.02% | -12.92% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.15% | -0.01% | -83.15% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | -10.45% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.15% | +0.01% | +4.74% | |
| 38 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.13% | +0.02% | +393.27% | |
| 39 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.11% | -0.02% | +5.91% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.05% | +13.59% | |
| 41 | PFIS | Peoples Financial Services | Stock-Other | 0.10% | — | +16.23% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.09% | -0.01% | +39.33% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.09% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +301.27% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.08% | +0.03% | +438.80% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | — | -29.38% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | -0.03% | +8.19% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | +49.64% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | -0.02% | +8.63% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.06% | +0.04% | -37.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +7.8% | +460216.55% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +4.1% | +601788.89% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +2.1% | +2456.23% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +2.1% | +38.13% | Add |
| 5 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +2% | NEW | New buy |
| 6 | CORO | Ish Intl Ctry Rot Act ETF | +1.7% | NEW | New buy |
| 7 | IALT | Ishrs Sys Alt Act ETF | +1.5% | NEW | New buy |
| 8 | GGOV | Ishares Global Gb Usd Ha ETF | +1.1% | NEW | New buy |
| 9 | SPXL | Direxion Daily S&p 500 Bull | +0.1% | +393.27% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +56.99% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +4.74% | Add |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +438.80% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +2411.25% | Add |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | 0% | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | 0% | +230.34% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +33.50% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +136.12% | Add |
| 19 | AEE | Ameren Corporation | 0% | NEW | New buy |
| 20 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | 0% | NEW | New buy |
| 21 | MIDU | Dirxn Dly Mid Cap Bl 3xe-usi | 0% | NEW | New buy |
| 22 | MU | Micron Technology Inc | 0% | -37.20% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +49.64% | Add |
| 24 | MRVL | Marvell Technology Inc | 0% | +6.73% | Add |
| 25 | SNDK | Sandisk CORP | 0% | +393.75% | Add |
| 26 | MKL | Markel Group Inc | 0% | NEW | New buy |
| 27 | MNST | Monster Beverage CORP | 0% | +9400.00% | Add |
| 28 | DE | Deere & Co | 0% | +939.13% | Add |
| 29 | TPL | Texas Pacific Land CORP | 0% | +921.21% | Add |
| 30 | AZO | Autozone Inc | 0% | NEW | New buy |
| 31 | AKRE | Akre Focus ETF | 0% | NEW | New buy |
| 32 | FAST | Fastenal Co | 0% | +758.31% | Add |
| 33 | AMAT | Applied Materials Inc | 0% | +130.43% | Add |
| 34 | PNC | Pnc Financial Services Group | 0% | +39.33% | Add |
| 35 | JEPI | Jpmorgan Equity Premium Inco | 0% | +109.91% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +88.99% | Add |
| 37 | LIN | Linde plc | 0% | +20100.00% | Add |
| 38 | MLM | Martin Marietta Materials | 0% | NEW | New buy |
| 39 | AON | Aon plc | 0% | NEW | New buy |
| 40 | NAK | Northern Dynasty Minerals | 0% | NEW | New buy |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | ✓ | 0% | NEW | New buy | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | 0% | +25080.00% | Add |
| 45 | SHW | Sherwin-williams Co/the | 0% | +2075.00% | Add |
| 46 | TDG | Transdigm Group Inc | 0% | NEW | New buy |
| 47 | BIDU | Baidu Inc - Spon Adr | 0% | +17400.00% | Add |
| 48 | BAM | Brookfield Asset Mgmt-a | 0% | +167500.00% | Add |
| 49 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | 0% | NEW | New buy |
| 50 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Stone House Investment Management, LLC reported a total U.S. public equity portfolio value of $768.2M across 1339 disclosed positions in Q2 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, SPYM) accounted for 39.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BLCR
市值: $15.2M
Top Position Liquidated / Trimmed
HON
前期市值: $198.0K
During Q2 2026, Stone House Investment Management, LLC's top holdings by market value included IVV (13.9%)、IUSB (8.0%)、SPYM (7.8%). The largest single position, IVV, represented 13.9% of total portfolio value.
In Q2 2026, Stone House Investment Management, LLC made 191 total portfolio adjustments, initiating 34 new buys, adding to 98 positions, trimming 51 holdings, and fully liquidating 8 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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