Institutional Manager · CIK 0001696497

Stone House Investment Management, LLC

Tunkhannock, PA · File #028-17659

Latest AUM

$644.2M

Positions

850

Top-10 Concentration

63.8%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
NEW	SPDR SERIES TRUST	78464A854	+797,710	+$64.0M	$0
REDUCE	SPDR S&P 500 ETF TR	SPY	-88,038	-$60.0M	+$1.4M
ADD	FIDELITY MERRIMACK STR TR	316188309	+556,508	+$25.6M	-$48,921
REDUCE	ISHARES TR	46432F339	-67,593	-$13.4M	+$625,572
ADD	ISHARES TR	464287408	+60,799	+$12.9M	+$768,696
NEW	FIDELITY COVINGTON TRUST	31609A404	+328,987	+$12.0M	$0
ADD	ISHARES INC	46434G103	+99,079	+$6.7M	+$500,520
REDUCE	ISHARES TR	464287689	-15,180	-$5.9M	+$126,386
ADD	ISHARES TR	46432F396	+20,451	+$5.1M	-$236,863
REDUCE	ISHARES TR	464288877	-65,146	-$4.7M	+$1.6M

Sector Allocation

Financials

12.8%$82.5M

Technology

0.9%$5.6M

Consumer Discretionary

0.4%$2.7M

0.2%$1.1M

0.1%$970,738

0.1%$915,259

0.1%$609,410

0.1%$514,242

Communication Services

0.1%$439,485

Materials

0.1%$365,466

Real Estate

0.0%$77,767

Filing History

Jan 21, 202613F HOLDINGS REPORTQ/E Dec 2025850 pos · $644.2M
Oct 27, 202513F HOLDINGS REPORTQ/E Sep 2025723 pos · $593.6M
Aug 6, 202513F HOLDINGS REPORTQ/E Jun 2025520 pos · $544.0M
May 13, 202513F HOLDINGS REPORTQ/E Mar 2025437 pos · $493.4M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 202450 pos · $393.5M
Nov 13, 202413F HOLDINGS REPORTQ/E Sep 2024380 pos · $484.2M
Aug 14, 202413F HOLDINGS REPORTQ/E Jun 2024378 pos · $384.8M
May 15, 202413F HOLDINGS REPORTQ/E Mar 2024400 pos · $425.3M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 2023337 pos · $287.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	SPDR SERIES TRUST	78464A854	797,710	$64.0M	10.28%
2	ISHARES TR	46434V613	943,025	$43.9M	7.05%
3	ISHARES TR	464287200	62,657	$42.9M	6.89%
4	ISHARES TR	464287408	199,030	$42.2M	6.78%
5	BLACKROCK ETF TRUST	BLK	658,126	$40.0M	6.43%
6	FIDELITY MERRIMACK STR TR	316188309	801,076	$36.9M	5.92%
7	ISHARES TR	464287309	281,643	$34.7M	5.58%
8	ISHARES INC	46434G103	484,094	$32.5M	5.23%
9	PROCTER AND GAMBLE CO	742718109	218,953	$31.4M	5.04%
10	ISHARES TR	464287101	83,442	$28.6M	4.60%
11	ISHARES TR	464288877	389,941	$27.8M	4.47%
12	ISHARES TR	46432F834	328,212	$27.8M	4.46%
13	ISHARES TR	464288653	174,016	$17.7M	2.84%
14	ISHARES TR	46432F339	84,248	$16.7M	2.69%
15	BLACKROCK ETF TRUST	BLK	395,123	$15.2M	2.45%
16	ISHARES TR	46432F396	59,042	$14.8M	2.37%
17	BLACKROCK ETF TRUST	BLK	424,480	$14.1M	2.27%
18	ISHARES TR	464288588	135,337	$12.9M	2.07%
19	FIDELITY COVINGTON TRUST	31609A404	328,987	$12.0M	1.93%
20	ISHARES GOLD TR	IAU	128,126	$10.4M	1.67%