Stone House Investment Management, LLC 13F holdings
Stone House Investment Management, LLC reported 1,225 positions with a total reported value of $752.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: ISHARES TR (54.7%), BLACKROCK ETF TRUST (9.6%), SPDR SERIES TRUST (7.8%), BLK BLACKROCK ETF TRUST (6.4%), FIDELITY MERRIMACK STR TR (4.7%). Against 2026-03-31 it opened 354 new positions and exited 98. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 1,225 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 3,968,920 | $411.7M | 54.7% |
| BLACKROCK ETF TRUST | 1,726,944 | $72.0M | 9.6% |
| SPDR SERIES TRUST | 676,409 | $59.0M | 7.8% |
| BLK BLACKROCK ETF TRUST | 750,276 | $48.3M | 6.4% |
| FIDELITY MERRIMACK STR TR | 782,950 | $35.6M | 4.7% |
| PG PROCTER & GAMBLE CO | 205,993 | $30.2M | 4.0% |
| ISHARES INC | 294,929 | $24.4M | 3.2% |
| FIDELITY COVINGTON TRUST | 447,799 | $18.2M | 2.4% |
| IAU ISHARES GOLD TR | 54,376 | $4.1M | 0.5% |
| AAPL APPLE INC | 8,606 | $2.5M | 0.3% |
| GOOGL ALPHABET INC | 6,735 | $2.4M | 0.3% |
| NVDA NVIDIA CORPORATION | 11,787 | $2.4M | 0.3% |
| VANGUARD INDEX FDS | 14,836 | $2.1M | 0.3% |
| AMZN AMAZON COM INC | 7,132 | $1.7M | 0.2% |
| DIREXION SHARES ETF TRUST | 9,415 | $1.4M | 0.2% |
| CITIZENS & NORTHN CORP | 49,090 | $1.1M | 0.2% |
| BLACKROCK ETF TRUST II | 21,282 | $1.1M | 0.1% |
| AMD ADVANCED MICRO DEVICES INC | 1,879 | $1.1M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | 19,513 | $1.1M | 0.1% |
| VANGUARD SCOTTSDALE FDS | 12,052 | $1.1M | 0.1% |
| ADVANCED DRAIN SYS INC DEL | 5,375 | $843.7K | 0.1% |
| MSFT MICROSOFT CORP | 2,181 | $813.7K | 0.1% |
| PEOPLES FINL SVCS CORP | 11,832 | $785.3K | 0.1% |
| PNC FINL SVCS GROUP INC | 2,802 | $690.0K | <0.1% |
| IVZ INVESCO EXCH TRADED FD TR II | 3,612 | $585.1K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 354 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 2,250 | $384.4K | <0.1% |
| AEE AMEREN CORP | 1,834 | $207.3K | <0.1% |
| MKL MARKEL GROUP INC | 75 | $146.5K | <0.1% |
| AZO AUTOZONE INC | 40 | $127.8K | <0.1% |
| PROFESIONALLY MANAGED PORTFO | 2,392 | $127.2K | <0.1% |
| MLM MARTIN MARIETTA MATLS INC | 175 | $100.9K | <0.1% |
| AON AON PLC | 302 | $100.2K | <0.1% |
| NAK NORTHERN DYNASTY MINERALS LT | 51,575 | $99.0K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 436 | $96.4K | <0.1% |
| TDG TRANSDIGM GROUP INC | 61 | $81.3K | <0.1% |
| RACE FERRARI N V | 135 | $50.3K | <0.1% |
| SIMO SILICON MOTION TECHNOLOGY CO | 98 | $32.7K | <0.1% |
| GLAS GLASS HOUSE BRANDS INC | 2,500 | $32.5K | <0.1% |
| FACTSET RESH SYS INC | 137 | $31.5K | <0.1% |
| AYA AYA GOLD & SILVER INC | 1,500 | $28.4K | <0.1% |
| FIRST TR EXCHANGE-TRADED FD | 253 | $27.7K | <0.1% |
| TSEM TOWER SEMICONDUCTOR LTD | 85 | $22.2K | <0.1% |
| CAPITAL GROUP GROWTH ETF | 445 | $21.0K | <0.1% |
| CHTR CHARTER COMMUNICATIONS INC | 145 | $20.6K | <0.1% |
| PAYX PAYCHEX INC | 207 | $20.4K | <0.1% |
| CWEN CLEARWAY ENERGY INC | 585 | $20.0K | <0.1% |
| BSOL BITWISE SOLANA STAKING ETF | 1,682 | $16.8K | <0.1% |
| TBN TAMBORAN RES CORP | 486 | $15.8K | <0.1% |
| FLR FLUOR CORP | 300 | $15.7K | <0.1% |
| DRI DARDEN RESTAURANTS INC | 74 | $15.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 98 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BNO UNITED STS BRENT OIL FD LP | 1,000 | $52.0K | <0.1% |
| STLA STELLANTIS N.V | 4,000 | $28.4K | <0.1% |
| PEABODY ENGR CORP | 818 | $27.0K | <0.1% |
| COLUMBIA ETF TR II | 660 | $26.9K | <0.1% |
| BTC GRAYSCALE BITCOIN MINI TR ET | 700 | $21.0K | <0.1% |
| CPNG COUPANG INC | 1,000 | $18.9K | <0.1% |
| GSOL GRAYSCALE SOLANA STAKING ETF | 3,040 | $18.6K | <0.1% |
| BBWI BATH & BODY WORKS INC | 491 | $9.2K | <0.1% |
| CORZ CORE SCIENTIFIC INC NEW | 600 | $9.0K | <0.1% |
| NE NOBLE CORP PLC | 164 | $8.0K | <0.1% |
| CQP CHENIERE ENERGY PARTNERS L P | 115 | $7.4K | <0.1% |
| FETH FIDELITY ETHEREUM FD | 290 | $6.1K | <0.1% |
| PRIMORIS SVCS CORP | 38 | $5.4K | <0.1% |
| WSM WILLIAMS SONOMA INC | 29 | $5.3K | <0.1% |
| ASTS AST SPACEMOBILE INC | 59 | $4.9K | <0.1% |
| SEALED AIR CORP NEW | 108 | $4.5K | <0.1% |
| GROY GOLD ROYALTY CORP | 1,200 | $4.3K | <0.1% |
| ODD ODDITY TECH LTD | 320 | $4.3K | <0.1% |
| FJET STARFIGHTERS SPACE INC | 647 | $3.8K | <0.1% |
| PATRICK INDS INC | 26 | $2.9K | <0.1% |
| XTIA XTI AEROSPACE INC | 1,373 | $2.8K | <0.1% |
| DXYZ DESTINY TECH100 INC | 100 | $2.7K | <0.1% |
| SNY SANOFI SA | 45 | $2.2K | <0.1% |
| TERNS PHARMACEUTICALS INC | 41 | $2.2K | <0.1% |
| PROASSURANCE CORP | 87 | $2.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SPDR SERIES TRUST | 14,257 | 676,409 | +4,644.4% | $59.0M |
| ISHARES TR | 3,551,843 | 3,968,920 | +11.7% | $411.7M |
| BLACKROCK ETF TRUST | 885,493 | 1,726,944 | +95.0% | $72.0M |
| BLK BLACKROCK ETF TRUST | 574,080 | 750,276 | +30.7% | $48.3M |
| FIDELITY MERRIMACK STR TR | 655,706 | 782,950 | +19.4% | $35.6M |
| DIREXION SHARES ETF TRUST | 728 | 9,415 | +1,193.3% | $1.4M |
| VANGUARD INDEX FDS | 5,642 | 14,836 | +163.0% | $2.1M |
| NVDA NVIDIA CORPORATION | 7,508 | 11,787 | +57.0% | $2.4M |
| IAU ISHARES GOLD TR | 45,818 | 54,376 | +18.7% | $4.1M |
| MS MORGAN STANLEY | 80 | 2,009 | +2,411.2% | $420.0K |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 371 | 876 | +136.1% | $438.3K |
| LLY ELI LILLY & CO | 89 | 294 | +230.3% | $352.4K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES INC | 451,211 | 294,929 | -34.6% | $24.4M |
| BLACKROCK ETF TRUST II | 126,164 | 21,282 | -83.1% | $1.1M |
| IVZ INVESCO EXCH TRADED FD TR II | 5,859 | 3,612 | -38.4% | $585.1K |
| PG PROCTER & GAMBLE CO | 208,162 | 205,993 | -1.0% | $30.2M |
| FIDELITY COVINGTON TRUST | 455,026 | 447,799 | -1.6% | $18.2M |
| MU MICRON TECHNOLOGY INC | 629 | 395 | -37.2% | $455.9K |
| CITIZENS & NORTHN CORP | 56,373 | 49,090 | -12.9% | $1.1M |
| VANGUARD SCOTTSDALE FDS | 13,839 | 12,052 | -12.9% | $1.1M |
| VANGUARD BD INDEX FDS | 4,362 | 2,640 | -39.5% | $193.8K |
| VANGUARD CHARLOTTE FDS | 7,273 | 4,749 | -34.7% | $230.0K |
| HONEYWELL INTL INC | 876 | 436 | -50.2% | $97.6K |
| NVO NOVO-NORDISK A S | 2,003 | 103 | -94.9% | $4.9K |
CIK 1696497 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
