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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025850 pos · $644.2M
- 13F HOLDINGS REPORTQ/E Sep 2025723 pos · $593.6M
- 13F HOLDINGS REPORTQ/E Jun 2025520 pos · $544.0M
- 13F HOLDINGS REPORTQ/E Mar 2025437 pos · $493.4M
- 13F HOLDINGS REPORTQ/E Dec 202450 pos · $393.5M
- 13F HOLDINGS REPORTQ/E Sep 2024380 pos · $484.2M
- 13F HOLDINGS REPORTQ/E Jun 2024378 pos · $384.8M
- 13F HOLDINGS REPORTQ/E Mar 2024400 pos · $425.3M
- 13F HOLDINGS REPORTQ/E Dec 2023337 pos · $287.4M
- 13F HOLDINGS REPORTQ/E Sep 2023339 pos · $275.8M
- 13F HOLDINGS REPORTQ/E Jun 2023312 pos · $295.8M
- 13F HOLDINGS REPORTQ/E Mar 202345 pos · $280.5M
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% |