Funds › Stone House Investment Management, LLC
Stone House Investment Management, LLC
13F for Q3 2026, filed Oct 23, 2026. 215 positions worth $768.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$768.2M
+$15.9M (2.1%) vs Q2 2026
Positions
215
1,337 in Q2 2026
Top 10 share
63.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 147,012 | $112.6M | 14.7% | +5.5% | 13F ↗ |
| 2 | iShares Tr Core Univrsl Usd | 1.65M | $72.9M | 9.5% | +26.9% | 13F ↗ |
| 3 | Spdr Series Trust St Str P500ETF | 686,366 | $61.6M | 8.0% | +2.8% | 13F ↗ |
| 4 | iShares Tr S&P 500 Grwt Etf | 314,898 | $44.8M | 5.8% | +3.8% | 13F ↗ |
| 5 | BlackRock ETF Trust Ishares Us Equit | 615,013 | $42.6M | 5.5% | +4.2% | 13F ↗ |
| 6 | iShares Tr S&P 500 Val Etf | 156,876 | $35.8M | 4.7% | -0.6% | 13F ↗ |
| 7 | Fidelity Merrimack Str Tr Total Bd Etf | 778,448 | $33.7M | 4.4% | -0.2% | 13F ↗ |
| 8 | iShares Tr Core Msci Total | 338,653 | $32.2M | 4.2% | +4.2% | 13F ↗ |
| 9 | PG Procter & Gamble Company | 194,270 | $28.2M | 3.7% | -5.7% | 13F ↗ |
| 10 | BlackRock ETF Trust Isha In Ctry Etf | 716,429 | $26.0M | 3.4% | +103% | 13F ↗ |
| 11 | BlackRock ETF Trust Isha La Core Etf | 408,185 | $20.0M | 2.6% | +34.8% | 13F ↗ |
| 12 | Fidelity Covington Trust Enhanced Intl | 479,009 | $19.1M | 2.5% | +8.1% | 13F ↗ |
| 13 | iShares Tr Msci Acwi Ex Us | 245,933 | $18.6M | 2.4% | New | 13F ↗ |
| 14 | BlackRock ETF Trust Isha I In Te Etf | 386,378 | $18.2M | 2.4% | -0.1% | 13F ↗ |
| 15 | iShares Tr Eafe Grwth Etf | 144,889 | $17.4M | 2.3% | -13.0% | 13F ↗ |
| 16 | iShares Tr Core S&P Mcp Etf | 226,368 | $16.3M | 2.1% | +4.8% | 13F ↗ |
| 17 | iShares Inc Core Msci Emkt | 180,129 | $14.6M | 1.9% | -38.4% | 13F ↗ |
| 18 | iShares Tr Us Treas Bd Etf | 654,228 | $14.3M | 1.9% | +7.8% | 13F ↗ |
| 19 | iShares Tr 10-20 Yr Trs Etf | 155,163 | $14.3M | 1.9% | +3.5% | 13F ↗ |
| 20 | iShares Tr Eafe Value Etf | 180,158 | $14.3M | 1.9% | +3.2% | 13F ↗ |
| 21 | BlackRock ETF Trust Isha Us Them Etf | 290,738 | $12.8M | 1.7% | +3.5% | 13F ↗ |
| 22 | BlackRock ETF Trust Isha Syst Al Etf | 421,697 | $12.6M | 1.6% | +4.6% | 13F ↗ |
| 23 | iShares Tr Us Aer Def Etf | 55,291 | $11.5M | 1.5% | -0.6% | 13F ↗ |
| 24 | BlackRock ETF Trust II Isha Glo Usd Etf | 215,966 | $10.8M | 1.4% | +35.1% | 13F ↗ |
| 25 | iShares Tr National Mun Etf | 101,238 | $10.2M | 1.3% | +35.0% | 13F ↗ |
| 26 | IAU iShares Gold Trust · Ishares New | 58,016 | $4.5M | 0.6% | +6.7% | 13F ↗ |
| 27 | AAPL Apple Inc. | 8,596 | $2.9M | 0.4% | -0.1% | 13F ↗ |
| 28 | NVDA NVIDIA Corporation | 12,264 | $2.8M | 0.4% | +4.0% | 13F ↗ |
| 29 | iShares Tr Core 1 5 Yr Usd | 51,672 | $2.4M | 0.3% | +3.6% | 13F ↗ |
| 30 | AMZN Amazon.com, Inc. | 7,465 | $1.9M | 0.2% | +4.7% | 13F ↗ |
| 31 | iShares Tr Msci Usa Qlt Fct | 6,428 | $1.4M | 0.2% | -6.7% | 13F ↗ |
| 32 | GOOGL Alphabet Inc. Class A | 3,833 | $1.3M | 0.2% | +23.9% | 13F ↗ |
| 33 | GOOG Alphabet Inc. Class C | 3,557 | $1.2M | 0.2% | -2.3% | 13F ↗ |
| 34 | MSFT Microsoft Corporation | 2,338 | $1.2M | 0.2% | +7.2% | 13F ↗ |
| 35 | AMD Advanced Micro Devices, Inc. | 1,948 | $1.2M | 0.2% | +3.7% | 13F ↗ |
| 36 | Direxion Shares ETF Trust Etf | 4,056 | $1.1M | 0.1% | +12.9% | 13F ↗ |
| 37 | BlackRock ETF Trust II Isha Flex In Etf | 21,715 | $1.1M | 0.1% | +2.1% | 13F ↗ |
| 38 | CZNC Citizens & Northern Corp | 40,765 | $1.0M | 0.1% | -17.0% | 13F ↗ |
| 39 | iShares Tr Mbs Etf | 10,439 | $935.5K | 0.1% | -93.1% | 13F ↗ |
| 40 | iShares Tr 0-5 Yr Tips Etf | 8,119 | $809.5K | 0.1% | +31.4% | 13F ↗ |
| 41 | MU Micron Technology, Inc. | 754 | $803.1K | 0.1% | +90.9% | 13F ↗ |
| 42 | PFIS Peoples Financial Services Corp. | 11,343 | $764.0K | 0.1% | -4.1% | 13F ↗ |
| 43 | BRK-B Berkshire Hathaway Inc. Class B | 1,493 | $743.4K | 0.1% | +70.4% | 13F ↗ |
| 44 | Vanguard Scottsdale Fds Vng RUS1000GRW | 5,387 | $694.5K | 0.1% | +0.4% | 13F ↗ |
| 45 | WMS Advanced Drainage Systems, Inc. | 5,380 | $681.7K | 0.1% | +0.1% | 13F ↗ |
| 46 | Vanguard Index Fds S&P 500 Etf Shs | 933 | $654.1K | 0.1% | +10.9% | 13F ↗ |
| 47 | Vanguard Index Fds Mrngstr Mid Cap | 7,950 | $623.4K | 0.1% | +0.4% | 13F ↗ |
| 48 | PNC PNC Financial Services Group, Inc. | 2,775 | $616.9K | 0.1% | -1.0% | 13F ↗ |
| 49 | iShares Tr Core Us Aggbd Et | 6,346 | $600.0K | 0.1% | Unchanged | 13F ↗ |
| 50 | iShares Tr Long Term Muni | 12,138 | $564.5K | 0.1% | New | 13F ↗ |
Showing the top 50 of 215 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
23 new, 109 added to, 46 trimmed, 1,145 exited, 39 unchanged. By estimated dollars.
New positions (23)
| iShares Tr Msci Acwi Ex Us | 245,933 | New | $18.6M |
| iShares Tr Long Term Muni | 12,138 | New | $564.5K |
| XOM ExxonMobil Holdings Corporation | 3,187 | New | $518.7K |
| Vanguard World Fd Inf Tech Etf | 1,016 | New | $127.7K |
| Innovator Etfs Trust Us Eqty Pwr Buf | 2,275 | New | $106.6K |
| NXT Nextpower Inc. | 1,000 | New | $77.9K |
| ULS UL Solutions Inc. | 1,000 | New | $65.6K |
| GTLB GitLab Inc. | 1,000 | New | $47.3K |
| TME Tencent Music Entertainment Group · ADR | 3,126 | New | $24.8K |
| BILI Bilibili Inc. · ADR | 1,478 | New | $22.2K |
Added to (109)
| iShares Tr Core Univrsl Usd | 1.65M | +26.9% | $15.4M |
| BlackRock ETF Trust Isha In Ctry Etf | 716,429 | +103% | $13.2M |
| iShares Tr Core S&P500 Etf | 147,012 | +5.5% | $5.9M |
| BlackRock ETF Trust Isha La Core Etf | 408,185 | +34.8% | $5.2M |
| BlackRock ETF Trust II Isha Glo Usd Etf | 215,966 | +35.1% | $2.8M |
| iShares Tr National Mun Etf | 101,238 | +35.0% | $2.7M |
| BlackRock ETF Trust Ishares Us Equit | 615,013 | +4.2% | $1.7M |
| Spdr Series Trust St Str P500ETF | 686,366 | +2.8% | $1.7M |
| iShares Tr S&P 500 Grwt Etf | 314,898 | +3.8% | $1.6M |
| Fidelity Covington Trust Enhanced Intl | 479,009 | +8.1% | $1.4M |
Trimmed (46)
| iShares Tr Msci Usa Mmentm | 809 | -98.2% | -$14.2M |
| iShares Tr Mbs Etf | 10,439 | -93.1% | -$12.6M |
| iShares Inc Core Msci Emkt | 180,129 | -38.4% | -$9.1M |
| iShares Tr Eafe Grwth Etf | 144,889 | -13.0% | -$2.6M |
| PG Procter & Gamble Company | 194,270 | -5.7% | -$1.7M |
| CZNC Citizens & Northern Corp | 40,765 | -17.0% | -$208.3K |
| iShares Tr S&P 500 Val Etf | 156,876 | -0.6% | -$208.0K |
| Vanguard Scottsdale Fds Short Term Treas | 3,177 | -52.5% | -$202.2K |
| Vanguard Index Fds Mrngstr Val Etf | 1,913 | -29.0% | -$169.2K |
| FBTC Fidelity Wise Origin Bitcoin Fund | 2,637 | -44.5% | -$153.5K |
Exited (1,145)
| Exxon Mobil Corp | 2,949 | Exited | -$403.1K |
| HD Home Depot, Inc. | 864 | Exited | -$304.7K |
| iShares Tr Etf | 3,321 | Exited | -$287.0K |
| GE GE Aerospace | 632 | Exited | -$236.2K |
| GEV GE Vernova Inc. | 200 | Exited | -$235.1K |
| FIX Comfort Systems USA, Inc. | 96 | Exited | -$190.4K |
| SNDK Sandisk Corporation | 79 | Exited | -$179.6K |
| LOW Lowe's Companies, Inc. | 798 | Exited | -$176.0K |
| iShares Tr S&P 100 Etf | 464 | Exited | -$169.8K |
| MAR Marriott International | 426 | Exited | -$157.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 215 | $768.2M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 1,339 | $752.2M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 1,069 | $558.1M | Current | SEC ↗ |
| Q4 2025 | Jan 21, 2026 | 13F-HR | 850 | $644.2M | Current | SEC ↗ |
| Q3 2025 | Oct 27, 2025 | 13F-HR | 723 | $593.6M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 520 | $544.0M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 437 | $493.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer