Q2 2026 13F · SEC CIK 1696497

Stone House Investment Management, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $752.2M
Reported positions: 1,339
Top holdings a year, 3 yrs: +13.5%
Assets under management: $841.7M

Stone House Investment Management, LLC is a wealth manager that reported 1,339 positions worth $752.2M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 13.9%), Ishares Core Universal Usd Bond ETF (IUSB, 8.0%), Spdr Series Trust (SPLG, 7.8%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Stone House Investment Management, LLC holdings largest 50 of 1,339 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stone House Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	13.9%	11.8%	139,300	+38.1%	$104.3M
IUSBIshares Core Universal Usd Bond ETF	8.0%	8.1%	1,302,975	+33.3%	$60.1M
SPLGSpdr Series Trust	7.8%	—	667,459	—	$58.7M
IVWIshares	5.5%	6.0%	303,365	+2.2%	$41.7M
DYNFIshares U.s. Equity Factor Rotation Acti	5.3%	6.0%	590,312	+2.8%	$40.1M
IVEIshares S&p 500 Value ETF	4.8%	6.7%	157,787	-11.0%	$35.8M
FBNDFidelity Merrimack Str Tr	4.7%	5.3%	780,129	+19.5%	$35.5M
IXUSIshares Core Msci Total International St	4.1%	—	325,020	—	$31.0M
PGProcter & Gamble Co Com	4.0%	5.4%	205,993	-1.0%	$30.2M
IEMGIshares	3.2%	5.6%	292,408	-34.8%	$24.2M
EFGIshares Tr	2.8%	3.2%	166,577	+4.7%	$20.7M
BAIIshares A.i. Innovation and Tech Active	2.7%	2.8%	386,933	-17.7%	$20.4M
FENIFidelity Enhanced International ETF	2.4%	3.0%	442,968	-0.1%	$17.8M
IJHIshares Tr	2.2%	0.1%	216,078	+2456.2%	$16.7M
MTUMIshares Msci USA Momentum Factor ETF	2.1%	2.7%	45,709	-27.2%	$15.7M
BLCRBlackrock ETF Trust	2.0%	—	302,709	—	$15.2M
TLHIshares Tr	2.0%	3.3%	149,866	-17.4%	$15.0M
MBBIshares Tr	1.9%	2.4%	150,699	+7.0%	$14.2M
GOVTIshares Tr	1.8%	2.3%	606,615	+7.2%	$13.8M
ITAIshares U.s. Aerospace & Defense ETF	1.8%	1.9%	55,650	+13.3%	$13.5M
EFVIshares Tr	1.8%	5.1%	174,577	-54.5%	$13.4M
COROBlackrock ETF Trust	1.7%	—	353,362	—	$12.9M
BTHMBlackrock ETF Trust	1.6%	2.7%	280,833	-32.4%	$12.1M
IALTBlackrock ETF Trust	1.5%	—	403,107	—	$11.3M
MUBIshares National Muni Bond ETF	1.1%	1.2%	74,997	+18.5%	$8.1M
GGOVBlackrock ETF Trust II	1.1%	—	159,892	—	$8.0M
IAUIshares Gold Trust	0.5%	0.7%	54,376	+18.7%	$4.1M
AAPLApple Inc	0.3%	0.4%	8,606	+6.9%	$2.5M
ISTBIshares Tr	0.3%	0.4%	49,861	+2.3%	$2.4M
NVDANvidia Corporation Com	0.3%	0.2%	11,787	+57.0%	$2.4M
AMZNAmazon Com Inc Com	0.2%	0.2%	7,132	+16.0%	$1.7M
QUALIshares Msci USA Quality Factor ETF	0.2%	3.0%	6,891	-92.0%	$1.5M
GOOGAlphabet Inc	0.2%	0.1%	3,642	+33.5%	$1.3M
CZNCCitizens & Northn Corp	0.2%	0.2%	49,090	-12.9%	$1.1M
BINCIshares Flexible Income Active ETF	0.1%	1.2%	21,261	-83.1%	$1.1M
GOOGLAlphabet Inc	0.1%	0.2%	3,093	-10.5%	$1.1M
AMDAdvanced Micro Devices Inc	0.1%	0.1%	1,879	+4.7%	$1.1M
SPXLDirexion Shares ETF Trust	0.1%	—	3,591	—	$972K
WMSAdvanced Drainage Systems Inc	0.1%	0.1%	5,375	+5.9%	$844K
MSFTMicrosoft Corp	0.1%	0.1%	2,181	+13.6%	$814K
PFISPeoples Finl Svcs Corp	0.1%	0.1%	11,832	+16.2%	$785K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	2,802	+39.3%	$690K
VONGVanguard Russell 1000 Growth ETF	0.1%	0.1%	5,363	+0.0%	$685K
VOVanguard Index Fds	0.1%	0.1%	7,921	+301.3%	$638K
STIPIshares Tr	0.1%	—	6,180	—	$631K
AGGIshares Tr	0.1%	0.2%	6,346	-29.4%	$628K
VTVVanguard Value ETF	0.1%	0.1%	2,696	+8.2%	$588K
VOOVanguard S&p 500 ETF	0.1%	—	841	—	$578K
VEAVanguard Tax-Managed Fds	0.1%	0.1%	7,089	+8.6%	$505K
MUMicron Technology Inc	0.1%	—	395	—	$456K

What Stone House Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.9% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$752.2M	1,339
Q1 2026	$558.1M	1,069
Q4 2025	$644.2M	850
Q3 2025	$593.6M	723
Q2 2025	$544.0M	520
Q1 2025	$493.4M	437
Q4 2024	$393.5M	50
Q3 2024	$484.2M	380
Q2 2024	$384.8M	377
Q1 2024	$425.3M	399
Q4 2023	$289.9M	318
Q3 2023	$287.4M	336

Questions about Stone House Investment Management, LLC's portfolio

What stocks does Stone House Investment Management, LLC own?

Stone House Investment Management, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 1,339 positions worth $752.2M. The largest are Ishares Core S&p 500 ETF (IVV) at 13.9%, Ishares Core Universal Usd Bond ETF (IUSB) at 8.0%, Spdr Series Trust (SPLG) at 7.8%, Ishares (IVW) at 5.5% and Ishares U.s. Equity Factor Rotation Acti (DYNF) at 5.3%.

What did Stone House Investment Management, LLC buy last quarter?

In Q2 2026, Stone House Investment Management, LLC added Ishares Tr (IJH) (+2456.2% shares), Vanguard Index Fds (VO) (+301.3% shares) and Nvidia Corporation Com (NVDA) (+57.0% shares), compared with its Q1 2026 filing.

What did Stone House Investment Management, LLC sell last quarter?

In Q2 2026, Stone House Investment Management, LLC cut from its top 50 iShares International Aggregate Bond Fun (IAGG), cut from its top 50 Jpmorgan Income ETF (JPIE), cut from its top 50 Ishares S&p 100 ETF (OEF), cut from its top 50 Fidelity Covington Trust (FQAL), cut from its top 50 Exxon Mobil Corp (XOM), Ishares Msci USA Quality Factor ETF (QUAL) (-92.0% shares), Ishares Flexible Income Active ETF (BINC) (-83.1% shares) and Ishares Tr (EFV) (-54.5% shares), compared with its Q1 2026 filing.

How has Stone House Investment Management, LLC's portfolio performed?

A portfolio copying Stone House Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.9% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Stone House Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stone House Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stone House Investment Management, LLC manage?

Stone House Investment Management, LLC reported $841.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $752.2M.