Stone House Investment Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Stone House Investment Management, LLC reported 433 stock positions worth $493.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.5%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 10.5%). Compared with Q4 2024, it opened 384 new positions, sold out of 1, added to 37 and reduced 12. The biggest buy was iShares 10-20 Year Treasury (TLH, shares +623%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −31%).

Most Recent 13F
Q2 2026
Location
TUNKHANNOCK, PA
CIK
0001696497
Portfolio Value
$493.3M (Q1 2025)
SEC Filing
0002034054-25-000003 ↗ filed May 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $425.3M Q1 2024 Q2 2024: $384.7M Q2 2024 Q3 2024: $484.1M Q3 2024 Q4 2024: $393.5M Q4 2024 Q1 2025: $493.3M $493.3M Q1 2025 Q2 2025: $543.9M Q2 2025 Q3 2025: $593.5M Q3 2025 Q4 2025: $644.2M Q4 2025 Q1 2026: $558.1M Q1 2026 Q2 2026: $752.2M Q2 2026

Holdings 433 stocks · $493.3M
IVV iShares Core S&P 500 ETF 12.36% 108,508 $61.0M Add +6.8%
SPY SS SPDR S&P 500 ETF Trust-US 10.49% 92,507 $51.7M Add +34.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 10.46% 1,120,146 $51.6M Add +27.6%
PG The Procter & Gamble Co. 7.22% 208,898 $35.6M Add +38.6%
IVW iShares S&P 500 Growth ETF 5.93% 315,156 $29.3M Add +20.6%
QUAL iShares MSCI USA Quality Fac 5.84% 168,621 $28.8M Add +28.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 5.33% 539,326 $26.3M Add +21.9%
IXUS iShares Core Intl Stock ETF 4.40% 311,013 $21.7M Add +28.9%
IVE iShares S&P 500 Value ETF 4.32% 111,827 $21.3M Add +80.4%
EFV iShares MSCI Eafe Value ETF 3.91% 327,393 $19.3M Reduce -4.1%
EFG iShares MSCI Eafe Growth ETF 2.41% 119,079 $11.9M Reduce -31.3%
MBB iShares MBS ETF 2.35% 123,360 $11.6M Add +10.3%
AGG iShares Core U.S. Aggregate 2.22% 110,794 $11.0M Add +16.7%
IYW iShares Ustechnology ETF 2.03% 71,171 $10.0M Add +19.3%
EMXC iShares MSCI Emr MRK Ex Chna 1.96% 175,930 $9.7M Reduce -0.9%
TLH iShares 10-20 Year Treasury 1.86% 88,245 $9.2M Add +622.5%
IEMG iShares Core MSCI Emerging 1.84% 168,454 $9.1M Add +130.5%
OEF iShares S&P 100 ETF 1.61% 29,263 $7.9M Add +734.6%
MTUM iShares MSCI USA Momentum Fa 1.47% 35,843 $7.2M Add +22.7%
BINC iShares Flex I A ETF-Usd Inc. 1.43% 135,030 $7.1M Add +35.3%
IAU iShares Gold Trust 1.29% 107,778 $6.4M Add +282.7%
MUB iShares National Muni Bond E 0.97% 45,150 $4.8M Reduce -31.2%
HEFA Isha Curr Hedged MSCI Eafe 0.71% 96,868 $3.5M Add +927.7%
EMB iShares JP Morgan Usd Emergi 0.46% 25,048 $2.3M Add +46.4%
ISTB iShares Core 1-5 Year Usd Bo 0.41% 41,321 $2.0M Add +18.4%
CZNC Citizens & Northern Corp. 0.40% 98,639 $2.0M Add +95.1%
SUB iShares Short-Term National 0.35% 16,425 $1.7M New
AAPL Apple Inc. 0.30% 6,729 $1.5M Add +13.4%
AMZN Amazon.com Inc. 0.24% 6,167 $1.2M Add +62.6%
SPXL Direxion Daily S&P 500 Bull 0.19% 6,564 $922K New
THRO iShares U.S. Thematic Rotati 0.18% 28,488 $903K New
TLT iShares 20+ Year Treasury BD 0.16% 8,841 $805K Reduce -81.5%
NVDA Nvidia Corp. 0.15% 6,831 $740K Add +10.8%
VONG Vanguard Russell 1000 Growth 0.15% 7,955 $738K Add +30.4%
HIMU iShares High Yild Muni A ETF 0.15% 14,760 $731K New
RSP Invesco S&P 500 Equal Weight 0.15% 4,173 $723K Add +101.3%
GOVT iShares US Treasury Bond ETF 0.14% 29,614 $681K Add +22.9%
ICVT iShares Convertible Bond ETF 0.13% 7,894 $660K Add +57.2%
IFRA iShares US Infrastructure 0.13% 14,634 $660K Reduce -76.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 2,535 $656K Add +9.7%
IUSV iShares Core S&P U.S. Value 0.13% 6,852 $632K New
MSFT Microsoft Corp. 0.12% 1,617 $607K Add +26.1%
IJH iShares Core S&P Midcap ETF 0.11% 9,270 $541K Add +20.1%
PFIS Peoples Financial Services 0.11% 11,673 $519K Reduce -0.3%
GOOG Alphabet Inc. Class C 0.10% 3,095 $484K Add +61.6%
GOOGL Alphabet Inc. Class A 0.09% 3,018 $467K Add +108.0%
CB Chubb Ltd. 0.07% 1,123 $339K New
JPM JPMorgan Chase & Co. 0.07% 1,313 $322K Add +33.6%
USMV iShares MSCI USA Min Vol Fac 0.06% 2,970 $278K New
VTI VG Morningstar TS MKT ETF-US 0.05% 980 $269K Add +25.8%
XLV SS Health Care Select Sector 0.05% 1,829 $267K New
COST Costco Wholesale Corp. 0.05% 264 $250K New
JEPI JPMorgan Equity Premium Inco 0.05% 4,294 $245K New
HD Home Depot Inc. 0.05% 630 $231K Add +7.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.05% 2,835 $224K New
XCEM Columbia Em Core Ex-China 0.04% 7,344 $217K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,742 $212K New
CBU Community Financial System I 0.04% 3,598 $205K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 795 $198K New
AMD Advanced Micro Devices 0.04% 1,911 $196K Reduce -3.7%
MA Mastercard Inc. Class A 0.04% 347 $190K New
LOW Lowe's Cos Inc. 0.04% 803 $187K New
WMT Walmart Inc. 0.04% 2,091 $184K New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.04% 875 $176K New
CVX Chevron Corp. 0.04% 1,046 $175K New
FREL Fidelity MSCI RL Est Indx 0.03% 6,167 $169K New
UNH Unitedhealth Group Inc. 0.03% 322 $169K New
META Meta Platforms Inc. Class A 0.03% 284 $163K New
HYDB iShares High Yield Systemati 0.03% 3,263 $154K New
SPMO Invesco S&P 500 Momentum ETF 0.03% 1,642 $152K New
TSLA Tesla Inc. 0.03% 585 $151K Reduce -28.4%
XLP SS Consumer Staples Sel Sect 0.03% 1,854 $151K New
QQQ Invesco QQQ Trust Series 1 0.03% 317 $148K New
MIDU Dirxn DLY Mid Cap BL 3XE-Usi 0.03% 3,550 $147K New
DGRO iShares Core Dividend Growth 0.03% 2,321 $143K New
IBIT iShares Bitcoin Trust ETF 0.03% 3,049 $143K Reduce -39.2%
SPHQ Invesco S&P 500 Quality ETF 0.03% 2,138 $142K New
FBTC Fidelity Wise Origin Bitcoin 0.03% 1,832 $132K New
SCHG Schwab US Large-Cap Growth 0.03% 5,228 $131K New
XOM Exxon Mobil Corp. 0.03% 1,088 $129K New
IGE iShares North American Natur 0.03% 2,827 $129K New
PANW Palo Alto Networks Inc. 0.03% 752 $128K New
IBDV iShares Ibonds Dec 2030 Corp. 0.03% 5,734 $125K New
GE General Electric filed as GE AEROSPACE 0.02% 611 $122K New
GD General Dynamics Corp. 0.02% 443 $121K New
MCD McDonald's Corp. 0.02% 380 $119K New
KO The Coca-Cola Co. 0.02% 1,646 $118K New
CRM Salesforce Inc. 0.02% 437 $117K New
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 674 $116K New
TBIL F/M US Treasury 3 Month Bill 0.02% 2,271 $114K New
GDX Vaneck Gold Miners ETF 0.02% 2,444 $112K New
MRK Merck & Co. Inc. 0.02% 1,150 $103K New
BA The Boeing Co. 0.02% 597 $102K New
SO The Southern Co. 0.02% 1,097 $101K New
MAR Marriott International Class A 0.02% 423 $101K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.02% 1,937 $99K New
VEA Vanguard Ftse Developed ETF 0.02% 1,943 $99K New
NSC Norfolk Southern Corp. 0.02% 403 $95K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.02% 96 $95K New
LLY Eli Lilly & Co. 0.02% 110 $91K New

Show all 433 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $71K (not counted above)
SecurityClassShares / PrincipalValueChange
EXEEL Chesapeake Energy Corp. -CW26 *W EXP 02/09/202 696$70KNew
RGTIW Rigetti Computing -CW27 *W EXP 03/02/202 500$1KNew
Lines left out (2) · $26 — a value with no share or principal amount
SecurityClassSharesValue
LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF0$21
TFLO iShares Treasury Floating Ra TRS FLT RT BD0$5

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: $493.4M.

Portfolio Sells Q4 2024 → Q1 2025
EFG iShares MSCI Eafe Growth ETF Reduce -31.3% 2.41% −1.85
IWV iShares Russell 3000 ETF Reduce -98.7% 0.01% −1.22
TLT iShares 20+ Year Treasury BD Reduce -81.5% 0.16% −0.90
MUB iShares National Muni Bond E Reduce -31.2% 0.97% −0.81
EFV iShares MSCI Eafe Value ETF Reduce -4.1% 3.91% −0.64
IFRA iShares US Infrastructure Reduce -76.8% 0.13% −0.61
EMXC iShares MSCI Emr MRK Ex Chna Reduce -0.9% 1.96% −0.54
EFA iShares MSCI Eafe ETF Reduce -98.8% 0.01% −0.52
UPRO Proshares Ultrapro S&P 500 Sold out 0.00% −0.25
TSLA Tesla Inc. Reduce -28.4% 0.03% −0.05
PFIS Peoples Financial Services Reduce -0.3% 0.11% −0.05
IBIT iShares Bitcoin Trust ETF Reduce -39.2% 0.03% −0.04
AMD Advanced Micro Devices Reduce -3.7% 0.04% −0.02

Portfolio Buys Q4 2024 → Q1 2025
TLH iShares 10-20 Year Treasury Add +622.5% 1.86% +1.55
OEF iShares S&P 100 ETF Add +734.6% 1.61% +1.35
IVE iShares S&P 500 Value ETF Add +80.4% 4.32% +1.31
IAU iShares Gold Trust Add +282.7% 1.29% +0.93
IEMG iShares Core MSCI Emerging Add +130.5% 1.84% +0.87
PG The Procter & Gamble Co. Add +38.6% 7.22% +0.80
HEFA Isha Curr Hedged MSCI Eafe Add +927.7% 0.71% +0.63
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +27.6% 10.46% +0.38
SUB iShares Short-Term National New 0.35% +0.35
IXUS iShares Core Intl Stock ETF Add +28.9% 4.40% +0.35
SPY SS SPDR S&P 500 ETF Trust-US Add +34.8% 10.49% +0.27
SPXL Direxion Daily S&P 500 Bull New 0.19% +0.19
THRO iShares U.S. Thematic Rotati New 0.18% +0.18
CZNC Citizens & Northern Corp. Add +95.1% 0.40% +0.16
HIMU iShares High Yild Muni A ETF New 0.15% +0.15
IUSV iShares Core S&P U.S. Value New 0.13% +0.13
BINC iShares Flex I A ETF-Usd Inc. Add +35.3% 1.43% +0.11
EMB iShares JP Morgan Usd Emergi Add +46.4% 0.46% +0.07
CB Chubb Ltd. New 0.07% +0.07
USMV iShares MSCI USA Min Vol Fac New 0.06% +0.06
RSP Invesco S&P 500 Equal Weight Add +101.3% 0.15% +0.05
XLV SS Health Care Select Sector New 0.05% +0.05
COST Costco Wholesale Corp. New 0.05% +0.05
JEPI JPMorgan Equity Premium Inco New 0.05% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.05% +0.05
XCEM Columbia Em Core Ex-China New 0.04% +0.04
TJX TJX Companies Inc. New 0.04% +0.04
CBU Community Financial System I New 0.04% +0.04
IBM Intl Business Machines Corp. New 0.04% +0.04
MA Mastercard Inc. Class A New 0.04% +0.04
LOW Lowe's Cos Inc. New 0.04% +0.04
WMT Walmart Inc. New 0.04% +0.04
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.04% +0.04
CVX Chevron Corp. New 0.04% +0.04
FREL Fidelity MSCI RL Est Indx New 0.03% +0.03
UNH Unitedhealth Group Inc. New 0.03% +0.03
META Meta Platforms Inc. Class A New 0.03% +0.03
HYDB iShares High Yield Systemati New 0.03% +0.03
SPMO Invesco S&P 500 Momentum ETF New 0.03% +0.03
XLP SS Consumer Staples Sel Sect New 0.03% +0.03
QQQ Invesco QQQ Trust Series 1 New 0.03% +0.03
MIDU Dirxn DLY Mid Cap BL 3XE-Usi New 0.03% +0.03
DGRO iShares Core Dividend Growth New 0.03% +0.03
SPHQ Invesco S&P 500 Quality ETF New 0.03% +0.03
FBTC Fidelity Wise Origin Bitcoin New 0.03% +0.03
SCHG Schwab US Large-Cap Growth New 0.03% +0.03
AMZN Amazon.com Inc. Add +62.6% 0.24% +0.03
XOM Exxon Mobil Corp. New 0.03% +0.03
IGE iShares North American Natur New 0.03% +0.03
PANW Palo Alto Networks Inc. New 0.03% +0.03

Notes & Other Activity Q4 2024 → Q1 2025
EXEEL Chesapeake Energy Corp. -CW26 *W EXP 02/09/202 New 696 $70K
RGTIW Rigetti Computing -CW27 *W EXP 03/02/202 New 500 $1K
LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF New 0 $21
TFLO iShares Treasury Floating Ra TRS FLT RT BD New 0 $5

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,336$752.2MIVV, IUSB, SPYM, IVW, DYNF
Q1 2026 1,066$558.1MIVV, IUSB, IVE, IVW, DYNF
Q4 2025 847$644.2MSPYM, IUSB, IVV, IVE, DYNF
Q3 2025 721$593.5MSPY, IUSB, IVV, DYNF, PG
Q2 2025 515$543.9MSPY, IUSB, IVV, PG, QUAL
Q1 2025 433$493.3MIVV, SPY, IUSB, PG, IVW
Q4 2024 50$393.5MIVV, SPY, IUSB, IVW, PG
Q3 2024 376$484.1MIVV, IUSB, SPY, PG, IVW
Q2 2024 375$384.7MIVV, IUSB, PG, IVW, QUAL
Q1 2024 399$425.3MIVV, SPY, IUSB, PG, QUAL