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Stone House Investment Management, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$558.1M

Reporting period: 2026-03-31 · Number of holdings: 1069

Stone House Investment Management, LLC disclosed 1069 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $558.1M and a quarterly turnover rate of 39.0%.

Personality snowflake

Concentration
20.79
Portfolio Stability
38.98
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
26.1

Recent moves

  • Trim SPYM

    -100.0%　-$64.0M

  • Add IVV

    +60.9%　$23.0M

  • Trim OEF

    -98.0%　-$28.1M

  • Trim IXUS

    -100.0%　-$27.8M

  • Add EFG

    +937.3%　$16.0M

  • Add GOVT

    +2227.3%　$12.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth11.80%+5.14%+60.95%
2IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other8.09%+1.28%+3.63%
3IVEIshares S&p 500 Value ETFETF-Large Cap & Growth6.71%+0.16%-10.96%
4IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth6.02%+0.63%+5.39%
5DYNFIshrs US E F R A Etf-usd INCETF-Other5.98%-0.23%-12.78%
6IEMGIshares Core Msci EmergingETF-Emerging Markets5.60%+0.55%-7.38%
7PGProcter & Gamble Co/theStock-Consumer Staples5.39%+0.52%-4.93%
8FBNDFidelity Total Bond ETFETF-Other5.34%-0.39%-18.50%
9EFVIshares Msci Eafe Value ETFETF-Other5.11%+0.79%-1.61%
10TLHIshares 10-20 Year TreasuryETF-Gov Bonds3.28%+0.53%+4.31%
11EFGIshares Msci Eafe Growth ETFETF-Other3.18%+2.91%+937.33%
12QUALIshares Msci USA Quality FacETF-Other2.96%+0.36%+2.24%
13FENIFidelity Enhanced Intl ETFETF-Other2.95%+1.08%+34.74%
14BAIIshrs Ai In And Tech Act ETFETF-Tech2.77%+0.58%+10.72%
15MTUMIshares Msci USA Momentum FaETF-Other2.70%+0.41%+6.34%
16THROIshares U.s. Thematic RotatiETF-Other2.70%+0.33%+5.16%
17MBBIshares Mbs ETFETF-Other2.40%+0.40%+4.11%
18GOVTIshares US Treasury Bond ETFETF-Gov Bonds2.32%+2.23%+2227.34%
19ITAIshares U.s. Aerospace & DefETF-Other1.93%+0.99%+74.41%
20IAGGIshares Intl Aggregate BondETF-Other1.84%+0.35%+6.61%
21MUBIshares National Muni Bond EETF-Other1.20%+0.31%+17.68%
22BINCIshares Flex I A Etf-usd INCETF-Other1.17%-0.10%-18.60%
23IAUIshares Gold TrustETF-Commodities0.72%-0.89%-64.24%
24ISTBIshares Core 1-5 Year Usd BoETF-Other0.42%—+3.35%
25AAPLApple INCStock-Tech0.37%—+13.11%
26NVDANvidia CORPStock-Tech0.23%—+4.58%
27AMZNAmazon.com INCStock-Consumer Disc0.23%+0.01%+1.22%
28CZNCCitizens & Northern CORPStock-Other0.23%—-11.52%
29GOOGLAlphabet Inc-cl AStock-Comm Services0.18%+0.05%+24.56%
30AGGIshares Core U.s. AggregateETF-Other0.16%—+0.73%
31GOOGAlphabet Inc-cl CStock-Comm Services0.14%——
32MSFTMicrosoft CORPStock-Tech0.13%-0.01%+2.67%
33WMSAdvanced Drainage Systems InStock-Industrials0.12%+0.12%NEW
34JPIEJpmorgan Income ETFETF-Other0.12%+0.07%+101.59%
35VONGVanguard Russell 1000 GrowthETF-Other0.11%—-1.61%
36IJHIshares Core S&p Midcap ETFETF-Other0.10%—+0.37%
37VOVanguard Mid-cap ETFETF-Other0.10%—+0.41%
38PFISPeoples Financial ServicesStock-Other0.10%—+0.14%
39OEFIshares S&p 100 ETFETF-Other0.09%-4.35%-98.05%
40FQALFidelity Quality Factor ETFETF-Other0.09%—+5.61%
41XOMExxon Mobil CORPStock-Energy0.09%+0.05%+32.08%
42VGSHVanguard Short-term TreasuryETF-Gov Bonds0.09%+0.04%+40.84%
43IUSVIshares Core S&p U.s. ValueETF-Other0.09%—+0.79%
44VTVVanguard Value ETFETF-Other0.09%—+1.01%
45PNCPnc Financial Services GroupStock-Financials0.07%+0.08%+201000.00%
46VEAVanguard Ftse Developed ETFETF-Other0.07%—-11.88%
47RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.07%—-1.59%
48USMVIshares Msci USA Min Vol FacETF-Other0.07%—+1.32%
49CBChubb LimitedStock-Financials0.07%—+0.35%
50AMDAdvanced Micro DevicesStock-Tech0.07%—-0.44%
1–50 of 1,069

Holding changes this quarter

Stone House Investment Management, LLC's most significant position changes for 2026-03-31: New buy: Advanced Drainage Systems In (WMS); Sold out: Dirxn Dly Mid Cap Bl 3xe-usi (MIDU); New buy: Fidelity System Muni Bnd ETF (FMUN); New buy: Jd.com Inc-adr (JD); Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -99.98%.

Position changes disclosed by Stone House Investment Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+5.1%+60.95%Add
2EFGIshares Msci Eafe Growth ETF+2.9%+937.33%Add
3GOVTIshares US Treasury Bond ETF+2.2%+2227.34%Add
4IUSBIshr Cr Unvrse Usd Bd Etf-ui+1.3%+3.63%Add
5FENIFidelity Enhanced Intl ETF+1.1%+34.74%Add
6ITAIshares U.s. Aerospace & Def+1%+74.41%Add
7EFVIshares Msci Eafe Value ETF+0.8%-1.61%Trim
8IVWIshares S&p 500 Growth ETF+0.6%+5.39%Add
9BAIIshrs Ai In And Tech Act ETF+0.6%+10.72%Add
10IEMGIshares Core Msci Emerging+0.6%-7.38%Trim
11TLHIshares 10-20 Year Treasury+0.5%+4.31%Add
12PGProcter & Gamble Co/the+0.5%-4.93%Trim
13MTUMIshares Msci USA Momentum Fa+0.4%+6.34%Add
14MBBIshares Mbs ETF+0.4%+4.11%Add
15QUALIshares Msci USA Quality Fac+0.4%+2.24%Add
16IAGGIshares Intl Aggregate Bond+0.4%+6.61%Add
17THROIshares U.s. Thematic Rotati+0.3%+5.16%Add
18MUBIshares National Muni Bond E+0.3%+17.68%Add
19IVEIshares S&p 500 Value ETF+0.2%-10.96%Trim
20PNCPnc Financial Services Group+0.1%+201000.00%Add
21JPIEJpmorgan Income ETF+0.1%+101.59%Add
22XOMExxon Mobil CORP+0.1%+32.08%Add
23GOOGLAlphabet Inc-cl A+0.1%+24.56%Add
24MUMicron Technology INC0%+1267.39%Add
25VOOVanguard S&p 500 ETF0%+129.39%Add
26VGSHVanguard Short-term Treasury0%+40.84%Add
27HONHoneywell International INC0%+397.73%Add
28SPTISs Spdr P Int Term Tsy ETF0%+98.94%Add
29BNDVanguard Total Bond Market0%+94.04%Add
30BNDXVanguard Total Intl Bond ETF0%+78.39%Add
31AMZNAmazon.com INC0%+1.22%Add
32MSFTMicrosoft CORP0%+2.67%Add
33IBITIshares Bitcoin Trust ETF0%-44.38%Trim
34OKLOOklo INC0%-58.51%Trim
35ICVTIshares Convertible Bond ETF0%-48.77%Trim
36BINCIshares Flex I A Etf-usd INC-0.1%-18.60%Trim
37IYWIshares Ustechnology ETF-0.1%-80.96%Trim
38HIMUIshares High Yild Muni A ETF-0.2%-99.90%Trim
39SPXLDirexion Daily S&p 500 Bull-0.2%-86.94%Trim
40DYNFIshrs US E F R A Etf-usd INC-0.2%-12.78%Trim
41FBNDFidelity Total Bond ETF-0.4%-18.50%Trim
42EMBIshares Jp Morgan Usd Emergi-0.5%-97.97%Trim
43IAUIshares Gold Trust-0.9%-64.24%Trim
44IXUSIshares Core Intl Stock ETF-4.3%-99.98%Trim
45OEFIshares S&p 100 ETF-4.4%-98.05%Trim
46SPYMSte Str Spdr Pt S&p 500 ETF-9.9%-99.98%Trim
47WMSAdvanced Drainage Systems In—NEWNew buy
48MIDUDirxn Dly Mid Cap Bl 3xe-usi—EXITSold out
49FMUNFidelity System Muni Bnd ETF—NEWNew buy
50JDJd.com Inc-adr—NEWNew buy

FAQ

What is Stone House Investment Management, LLC and what type of investor is it?
Stone House Investment Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $558.1M, spread across 1069 disclosed positions.
What are Stone House Investment Management, LLC's largest equity positions?
Based on the latest 13F filing, Stone House Investment Management, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $65.9M (11.8%) 2. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $45.1M (8.1%) 3. Ishares S&p 500 Value ETF (IVE) — $37.4M (6.7%) 4. Ishares S&p 500 Growth ETF (IVW) — $33.6M (6.0%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — $33.4M (6.0%)
What changes did Stone House Investment Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Stone House Investment Management, LLC made 50 notable position adjustments: 3 new positions were initiated, 28 existing holdings were added to, 18 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Advanced Drainage Systems In (WMS); Sold out: Dirxn Dly Mid Cap Bl 3xe-usi (MIDU); New buy: Fidelity System Muni Bnd ETF (FMUN); New buy: Jd.com Inc-adr (JD); Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -99.98%
What sectors does Stone House Investment Management, LLC focus on?
Stone House Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 69.4% • Information Technology: 12.2% • Consumer Discretionary: 5.3% • Communication Services: 5.0% • Industrials: 2.1% • Health Care: 2.1%