Stone House Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Stone House Investment Management, LLC reported 1,336 stock positions worth $752.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.9% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 8.0%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.8%). Compared with Q1 2026, it opened 368 new positions, sold out of 100, added to 432 and reduced 158. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +460217%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $752.2M (Q2 2026)
- SEC Filing
- 0001696497-26-000009 ↗ filed Aug 5, 2026
Holdings Value
Holdings 1,336 stocks · $752.2M
| IVV iShares Core S&P 500 ETF | 13.87% | 139,300 | $104.3M | Add +38.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.99% | 1,302,975 | $60.1M | Add +33.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.80% | 667,459 | $58.7M | Add +460216.5% |
| IVW iShares S&P 500 Growth ETF | 5.55% | 303,365 | $41.7M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.34% | 590,312 | $40.1M | Add +2.8% |
| IVE iShares S&P 500 Value ETF | 4.76% | 157,787 | $35.8M | Reduce -11.0% |
| FBND Fidelity Total Bond ETF | 4.72% | 780,129 | $35.5M | Add +19.5% |
| IXUS iShares Core Intl Stock ETF | 4.12% | 325,020 | $31.0M | Add +601788.9% |
| PG The Procter & Gamble Co. | 4.02% | 205,993 | $30.2M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 3.22% | 292,408 | $24.2M | Reduce -34.8% |
| EFG iShares MSCI Eafe Growth ETF | 2.76% | 166,577 | $20.7M | Add +4.7% |
| BAI Ishrs AI in and Tech Act ETF | 2.71% | 386,933 | $20.4M | Reduce -17.7% |
| FENI Fidelity Enhanced Intl ETF | 2.36% | 442,968 | $17.8M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 2.21% | 216,078 | $16.7M | Add +2456.2% |
| MTUM iShares MSCI USA Momentum Fa | 2.08% | 45,709 | $15.7M | Reduce -27.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 2.03% | 302,709 | $15.2M | New |
| TLH iShares 10-20 Year Treasury | 2.00% | 149,866 | $15.0M | Reduce -17.4% |
| MBB iShares MBS ETF | 1.89% | 150,699 | $14.2M | Add +7.0% |
| GOVT iShares US Treasury Bond ETF | 1.84% | 606,615 | $13.8M | Add +7.2% |
| ITA iShares U.S. Aerospace & Def | 1.79% | 55,650 | $13.5M | Add +13.3% |
| EFV iShares MSCI Eafe Value ETF | 1.78% | 174,577 | $13.4M | Reduce -54.5% |
| CORO Ish Intl CTRY Rot Act ETF | 1.72% | 353,362 | $12.9M | New |
| THRO iShares U.S. Thematic Rotati | 1.61% | 280,833 | $12.1M | Reduce -32.4% |
| IALT Ishrs SYS Alt Act ETF | 1.50% | 403,107 | $11.3M | New |
| MUB iShares National Muni Bond E | 1.07% | 74,997 | $8.1M | Add +18.5% |
| GGOV iShares Global GB Usd Ha ETF | 1.07% | 159,892 | $8.0M | New |
| IAU iShares Gold Trust | 0.55% | 54,376 | $4.1M | Add +18.7% |
| AAPL Apple Inc. | 0.33% | 8,606 | $2.5M | Add +6.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.32% | 49,861 | $2.4M | Add +2.3% |
| NVDA Nvidia Corp. | 0.31% | 11,787 | $2.4M | Add +57.0% |
| AMZN Amazon.com Inc. | 0.23% | 7,132 | $1.7M | Add +16.0% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 6,891 | $1.5M | Reduce -92.0% |
| GOOG Alphabet Inc. Class C | 0.17% | 3,642 | $1.3M | Add +33.5% |
| CZNC Citizens & Northern Corp. | 0.15% | 49,090 | $1.1M | Reduce -12.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.15% | 21,261 | $1.1M | Reduce -83.2% |
| GOOGL Alphabet Inc. Class A | 0.15% | 3,093 | $1.1M | Reduce -10.4% |
| AMD Advanced Micro Devices | 0.15% | 1,879 | $1.1M | Add +4.7% |
| SPXL Direxion Daily S&P 500 Bull | 0.13% | 3,591 | $972K | Add +393.3% |
| WMS Advanced Drainage Systems Inc. | 0.11% | 5,375 | $844K | Add +5.9% |
| MSFT Microsoft Corp. | 0.11% | 2,181 | $814K | Add +13.6% |
| PFIS Peoples Financial Services | 0.10% | 11,832 | $785K | Add +16.2% |
| PNC PNC Financial Services Group | 0.09% | 2,802 | $690K | Add +39.3% |
| VONG Vanguard Russell 1000 Growth | 0.09% | 5,363 | $685K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 7,921 | $638K | Add +0.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 6,180 | $631K | Add +438.8% |
| AGG iShares Core U.S. Aggregate | 0.08% | 6,346 | $628K | Reduce -29.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,696 | $588K | Add +8.2% |
| VOO Vanguard S&P 500 ETF | 0.08% | 841 | $578K | Add +49.6% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 7,089 | $505K | Add +8.6% |
| MU Micron Technology Inc. | 0.06% | 395 | $456K | Reduce -37.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 4,641 | $448K | Add +13.9% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,354 | $443K | Add +14.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 876 | $438K | Add +136.1% |
| MS Morgan Stanley | 0.06% | 2,009 | $420K | Add +2411.3% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,912 | $407K | Reduce -8.9% |
| TSLA Tesla Inc. | 0.05% | 960 | $404K | Add +28.2% |
| XOM Exxon Mobil Corp. | 0.05% | 2,949 | $403K | Reduce -0.2% |
| JPIE JPMorgan Income ETF | 0.05% | 8,538 | $393K | Reduce -38.8% |
| CB Chubb Ltd. | 0.05% | 1,152 | $392K | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 0.05% | 6,689 | $389K | Reduce -21.1% |
| SPCX Space Exploration Techn Class A | 0.05% | 2,250 | $384K | New |
| LLY Eli Lilly & Co. | 0.05% | 294 | $352K | Add +230.3% |
| AIQ Global X Art Intel & Tech | 0.04% | 5,144 | $337K | Reduce -1.6% |
| MRVL Marvell Technology Inc. | 0.04% | 1,126 | $335K | Add +6.7% |
| CBU Community Financial System I | 0.04% | 4,837 | $325K | Add +27.0% |
| HD Home Depot Inc. | 0.04% | 864 | $305K | Add +24.7% |
| WMT Walmart Inc. | 0.04% | 2,661 | $301K | Reduce -0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.04% | 5,315 | $300K | Add +109.9% |
| COST Costco Wholesale Corp. | 0.04% | 313 | $293K | Add +47.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,729 | $291K | Add +3.7% |
| TLT iShares 20+ Year Treasury BD | 0.04% | 3,321 | $287K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 384 | $287K | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 3,262 | $281K | Add +9.2% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,769 | $280K | Add +3.3% |
| NBTB N B T Bancorp Inc. | 0.04% | 5,631 | $278K | Add +9.0% |
| GLD SPDR Gold Shares | 0.04% | 733 | $270K | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 333 | $245K | No change |
| DLN Wisdomtree US Largecap Divid | 0.03% | 2,540 | $245K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 4,750 | $242K | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 632 | $236K | Reduce -25.5% |
| GEV GE Vernova Inc. | 0.03% | 200 | $235K | Add +1.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 4,749 | $230K | Reduce -34.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 801 | $229K | Reduce -3.4% |
| BA The Boeing Co. | 0.03% | 1,022 | $221K | Add +20.9% |
| META Meta Platforms Inc. Class A | 0.03% | 393 | $221K | Add +11.3% |
| MA Mastercard Inc. Class A | 0.03% | 429 | $220K | Add +89.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,396 | $211K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.03% | 1,638 | $210K | Add +17.0% |
| AEE Ameren Corporation | 0.03% | 1,834 | $207K | New |
| UGI Ugi Corp. | 0.03% | 5,983 | $207K | Add +7.1% |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.03% | 2,261 | $201K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 6,936 | $197K | Reduce -39.5% |
| DGRO iShares Core Dividend Growth | 0.03% | 2,587 | $196K | Add +0.4% |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | 0.03% | 2,598 | $194K | New |
| BND Vanguard Total Bond Market | 0.03% | 2,640 | $194K | Reduce -39.5% |
| PEP Pepsico Inc. | 0.03% | 1,410 | $191K | Add +34.2% |
| FIX Comfort Systems USA Inc. | 0.03% | 96 | $190K | No change |
| GVAL Cambria Global Value ETF | 0.03% | 5,250 | $189K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 643 | $181K | Add +5.1% |
| SNDK Sandisk Corp. | 0.02% | 79 | $180K | Add +393.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 500 | $4K | No change |
Lines left out (2) · $26 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $752.2M.
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -54.5% | 1.78% | −3.33 |
| QUAL iShares MSCI USA Quality Fac | Reduce -92.0% | 0.20% | −2.76 |
| IEMG iShares Core MSCI Emerging | Reduce -34.8% | 3.22% | −2.38 |
| IVE iShares S&P 500 Value ETF | Reduce -11.0% | 4.76% | −1.94 |
| IAGG iShares Intl Aggregate Bond | Reduce -98.5% | 0.02% | −1.82 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 4.02% | −1.37 |
| TLH iShares 10-20 Year Treasury | Reduce -17.4% | 2.00% | −1.28 |
| THRO iShares U.S. Thematic Rotati | Reduce -32.4% | 1.61% | −1.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -83.2% | 0.15% | −1.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -27.2% | 2.08% | −0.62 |
| FENI Fidelity Enhanced Intl ETF | Reduce -0.1% | 2.36% | −0.59 |
| FQAL Fidelity Quality Factor ETF | Reduce -93.5% | 0.01% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -29.4% | 0.08% | −0.08 |
| CZNC Citizens & Northern Corp. | Reduce -12.9% | 0.15% | −0.07 |
| OEF iShares S&P 100 ETF | Reduce -71.5% | 0.02% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -72.6% | 0.02% | −0.07 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -17.7% | 2.71% | −0.06 |
| JPIE JPMorgan Income ETF | Reduce -38.8% | 0.05% | −0.06 |
| ICVT iShares Convertible Bond ETF | Reduce -91.0% | 0.00% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -21.1% | 0.05% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.05% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -39.5% | 0.03% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -34.7% | 0.03% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -39.5% | 0.03% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -10.4% | 0.15% | −0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -67.0% | 0.01% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.01% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -56.8% | 0.02% | −0.02 |
| WMT Walmart Inc. | Reduce -0.0% | 0.04% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.9% | 0.05% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -45.3% | 0.02% | −0.02 |
| MCD McDonald's Corp. | Reduce -33.2% | 0.01% | −0.02 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -99.8% | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -53.7% | 0.01% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -47.8% | 0.01% | −0.01 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -95.2% | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -94.9% | 0.00% | −0.01 |
| GE General Electric | Reduce -25.5% | 0.03% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -21.2% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Reduce -82.2% | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -98.4% | 0.00% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -80.6% | 0.00% | −0.01 |
| BNO United States Brent Oil Fund | Sold out | 0.00% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -70.4% | 0.00% | −0.01 |
| RDDT Reddit Inc. Class A | Reduce -45.7% | 0.01% | −0.01 |
| INTF iShares International Equity | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -92.6% | 0.00% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -48.0% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +460216.5% | 7.80% | +7.80 |
| IXUS iShares Core Intl Stock ETF | Add +601788.9% | 4.12% | +4.12 |
| IJH iShares Core S&P Midcap ETF | Add +2456.2% | 2.21% | +2.11 |
| IVV iShares Core S&P 500 ETF | Add +38.1% | 13.87% | +2.06 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 2.03% | +2.03 |
| CORO Ish Intl CTRY Rot Act ETF | New | 1.72% | +1.72 |
| IALT Ishrs SYS Alt Act ETF | New | 1.50% | +1.50 |
| GGOV iShares Global GB Usd Ha ETF | New | 1.07% | +1.07 |
| SPXL Direxion Daily S&P 500 Bull | Add +393.3% | 0.13% | +0.11 |
| AMD Advanced Micro Devices | Add +4.7% | 0.15% | +0.08 |
| NVDA Nvidia Corp. | Add +57.0% | 0.31% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +438.8% | 0.08% | +0.06 |
| MS Morgan Stanley | Add +2411.3% | 0.06% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| TLT iShares 20+ Year Treasury BD | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +230.3% | 0.05% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +33.5% | 0.17% | +0.03 |
| AEE Ameren Corporation | New | 0.03% | +0.03 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +136.1% | 0.06% | +0.03 |
| MRVL Marvell Technology Inc. | Add +6.7% | 0.04% | +0.03 |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | New | 0.03% | +0.03 |
| SNDK Sandisk Corp. | Add +393.8% | 0.02% | +0.02 |
| MKL Markel Group Inc. | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | Add +9400.0% | 0.02% | +0.02 |
| DE Deere & Co. | Add +939.1% | 0.02% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| AKRE Akre Focus ETF | New | 0.02% | +0.02 |
| TPL Texas Pacific Land Corp. | Add +921.2% | 0.02% | +0.02 |
| PNC PNC Financial Services Group | Add +39.3% | 0.09% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +49.6% | 0.08% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +109.9% | 0.04% | +0.01 |
| LIN Linde PLC | Add +20100.0% | 0.01% | +0.01 |
| FAST Fastenal Co. | Add +758.3% | 0.02% | +0.01 |
| MLM Martin Marietta Materials | New | 0.01% | +0.01 |
| AON Aon PLC Class A | New | 0.01% | +0.01 |
| NAK Northern Dynasty Minerals | New | 0.01% | +0.01 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +25080.0% | 0.01% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +2075.0% | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +130.4% | 0.02% | +0.01 |
| TDG Transdigm Group Inc. | New | 0.01% | +0.01 |
| BIDU Baidu Inc. - Spon ADR | Add +17400.0% | 0.01% | +0.01 |
| BAM Brookfield Asset Mgmt-A | Add +167500.0% | 0.01% | +0.01 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.01% | +0.01 |
| WMB Williams Cos Inc. | Add +256.6% | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +89.0% | 0.03% | +0.01 |
| CNI Canadian Natl Railway Co. | Add +1494.6% | 0.01% | +0.01 |
| ELV Elevance Health Inc. | Add +842.1% | 0.01% | +0.01 |
| PFIS Peoples Financial Services | Add +16.2% | 0.10% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,336 | $752.2M | IVV, IUSB, SPYM, IVW, DYNF |
| Q1 2026 | 1,066 | $558.1M | IVV, IUSB, IVE, IVW, DYNF |
| Q4 2025 | 847 | $644.2M | SPYM, IUSB, IVV, IVE, DYNF |
| Q3 2025 | 721 | $593.5M | SPY, IUSB, IVV, DYNF, PG |
| Q2 2025 | 515 | $543.9M | SPY, IUSB, IVV, PG, QUAL |
| Q1 2025 | 433 | $493.3M | IVV, SPY, IUSB, PG, IVW |
| Q4 2024 | 50 | $393.5M | IVV, SPY, IUSB, IVW, PG |
| Q3 2024 | 376 | $484.1M | IVV, IUSB, SPY, PG, IVW |
| Q2 2024 | 375 | $384.7M | IVV, IUSB, PG, IVW, QUAL |
| Q1 2024 | 399 | $425.3M | IVV, SPY, IUSB, PG, QUAL |