Stone House Investment Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Stone House Investment Management, LLC reported 515 stock positions worth $543.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.9% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 9.5%) and iShares Core S&P 500 ETF (IVV, 6.4%). Compared with Q1 2025, it opened 148 new positions, sold out of 65, added to 124 and reduced 110. The biggest buy was iShares U.S. Thematic Rotati (THRO, shares +1213%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $543.9M (Q2 2025)
- SEC Filing
- 0001999371-25-010654 ↗ filed Aug 6, 2025
Holdings Value
Holdings 515 stocks · $543.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.92% | 87,363 | $54.0M | Reduce -5.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 9.48% | 1,115,094 | $51.6M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 6.42% | 56,252 | $34.9M | Reduce -48.2% |
| PG The Procter & Gamble Co. | 6.24% | 212,944 | $33.9M | Add +1.9% |
| QUAL iShares MSCI USA Quality Fac | 6.15% | 183,013 | $33.5M | Add +8.5% |
| EFV iShares MSCI Eafe Value ETF | 5.99% | 513,646 | $32.6M | Add +56.9% |
| IVW iShares S&P 500 Growth ETF | 5.93% | 293,141 | $32.3M | Reduce -7.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.54% | 553,264 | $30.1M | Add +2.6% |
| IVE iShares S&P 500 Value ETF | 4.63% | 128,796 | $25.2M | Add +15.2% |
| IXUS iShares Core Intl Stock ETF | 4.06% | 285,574 | $22.1M | Reduce -8.2% |
| IEMG iShares Core MSCI Emerging | 3.77% | 341,294 | $20.5M | Add +102.6% |
| EFG iShares MSCI Eafe Growth ETF | 2.52% | 122,454 | $13.7M | Add +2.8% |
| IYW iShares Ustechnology ETF | 2.52% | 78,963 | $13.7M | Add +10.9% |
| THRO iShares U.S. Thematic Rotati | 2.45% | 374,000 | $13.3M | Add +1212.8% |
| OEF iShares S&P 100 ETF | 2.44% | 43,527 | $13.2M | Add +48.7% |
| TLH iShares 10-20 Year Treasury | 2.31% | 123,812 | $12.6M | Add +40.3% |
| MBB iShares MBS ETF | 2.09% | 121,340 | $11.4M | Reduce -1.6% |
| FBND Fidelity Total Bond ETF | 2.00% | 237,957 | $10.9M | New |
| MTUM iShares MSCI USA Momentum Fa | 1.65% | 37,387 | $9.0M | Add +4.3% |
| IAGG iShares Intl Aggregate Bond | 1.63% | 174,017 | $8.9M | Add +10320.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.38% | 142,557 | $7.5M | Add +5.6% |
| MUB iShares National Muni Bond E | 1.17% | 61,052 | $6.4M | Add +35.2% |
| IAU iShares Gold Trust | 1.03% | 90,098 | $5.6M | Reduce -16.4% |
| IWV iShares Russell 3000 ETF | 1.02% | 15,750 | $5.5M | Add +8146.1% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 27,814 | $2.6M | Add +11.0% |
| EFA iShares MSCI Eafe ETF | 0.42% | 25,527 | $2.3M | Add +7803.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.38% | 42,598 | $2.1M | Add +3.1% |
| CZNC Citizens & Northern Corp. | 0.35% | 99,467 | $1.9M | Add +0.8% |
| AAPL Apple Inc. | 0.26% | 6,963 | $1.4M | Add +3.5% |
| AMZN Amazon.com Inc. | 0.24% | 6,048 | $1.3M | Reduce -1.9% |
| SPXL Direxion Daily S&P 500 Bull | 0.20% | 6,111 | $1.1M | Reduce -6.9% |
| NVDA Nvidia Corp. | 0.19% | 6,520 | $1.0M | Reduce -4.5% |
| AGG iShares Core U.S. Aggregate | 0.17% | 9,260 | $919K | Reduce -91.6% |
| MSFT Microsoft Corp. | 0.17% | 1,828 | $909K | Add +13.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 12,893 | $814K | Reduce -92.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 7,753 | $798K | Add +1396.7% |
| HIMU iShares High Yild Muni A ETF | 0.14% | 15,096 | $734K | Add +2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,148 | $601K | Reduce -15.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.11% | 5,133 | $577K | Add +212.6% |
| PFIS Peoples Financial Services | 0.11% | 11,670 | $576K | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 9,147 | $567K | Reduce -1.3% |
| VONG Vanguard Russell 1000 Growth | 0.10% | 5,134 | $561K | Reduce -35.5% |
| GOOG Alphabet Inc. Class C | 0.10% | 2,973 | $527K | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,956 | $521K | Reduce -2.0% |
| GOVT iShares US Treasury Bond ETF | 0.09% | 20,855 | $479K | Reduce -29.6% |
| FQAL Fidelity Quality Factor ETF | 0.09% | 6,726 | $468K | Add +469.0% |
| IUSV iShares Core S&P U.S. Value | 0.07% | 4,247 | $402K | Reduce -38.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.07% | 10,370 | $394K | Reduce -89.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 2,227 | $394K | Add +230.4% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 2,119 | $385K | Reduce -49.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 3,948 | $371K | Add +32.9% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 6,403 | $365K | Add +229.5% |
| ICVT iShares Convertible Bond ETF | 0.07% | 4,005 | $361K | Reduce -49.3% |
| CB Chubb Ltd. | 0.06% | 1,126 | $326K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,045 | $303K | Reduce -20.4% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.05% | 8,540 | $294K | New |
| JPIE JPMorgan Income ETF | 0.05% | 6,318 | $293K | Add +1108.0% |
| AMD Advanced Micro Devices | 0.05% | 1,886 | $268K | Reduce -1.3% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 4,262 | $261K | Add +39.8% |
| META Meta Platforms Inc. Class A | 0.05% | 352 | $260K | Add +23.9% |
| FUTY Fidelity MSCI US Utilities | 0.05% | 4,815 | $253K | New |
| HD Home Depot Inc. | 0.05% | 677 | $248K | Add +7.5% |
| GVAL Cambria Global Value ETF | 0.04% | 8,101 | $221K | New |
| NBTB N B T Bancorp Inc. | 0.04% | 5,164 | $215K | Add +151.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 382 | $210K | Add +20.5% |
| COST Costco Wholesale Corp. | 0.04% | 210 | $208K | Reduce -20.4% |
| WMT Walmart Inc. | 0.04% | 2,094 | $205K | Add +0.1% |
| CBU Community Financial System I | 0.04% | 3,598 | $205K | No change |
| TSLA Tesla Inc. | 0.04% | 643 | $204K | Add +9.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 456 | $200K | Add +347.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 2,108 | $198K | Add +15.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,575 | $194K | Reduce -9.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 657 | $194K | Reduce -17.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,246 | $192K | Add +369.8% |
| UNH Unitedhealth Group Inc. | 0.03% | 609 | $190K | Add +89.1% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 2,972 | $175K | Add +688.3% |
| LOW Lowe's Cos Inc. | 0.03% | 787 | $175K | Reduce -2.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 3,419 | $169K | Add +1021.0% |
| CVX Chevron Corp. | 0.03% | 1,160 | $166K | Add +10.9% |
| NDIA Global X India Active ETF | 0.03% | 5,370 | $165K | New |
| OKLO Oklo Inc. | 0.03% | 2,900 | $162K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 612 | $157K | Add +0.2% |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | 0.03% | 3,476 | $157K | Reduce -2.1% |
| MCD McDonald's Corp. | 0.03% | 529 | $155K | Add +39.2% |
| KRE SS SPDR S&P Regional Bank | 0.03% | 2,574 | $153K | New |
| BND Vanguard Total Bond Market | 0.03% | 2,056 | $151K | Add +2795.8% |
| XOM Exxon Mobil Corp. | 0.03% | 1,404 | $151K | Add +29.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 5,248 | $151K | Add +2783.5% |
| DGRO iShares Core Dividend Growth | 0.03% | 2,328 | $149K | Add +0.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 753 | $149K | New |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,080 | $144K | Add +424.3% |
| SMR Nuscale Power Corp. | 0.03% | 3,550 | $140K | No change |
| BA The Boeing Co. | 0.03% | 670 | $140K | Add +12.2% |
| VOO Vanguard S&P 500 ETF | 0.03% | 245 | $139K | Add +142.6% |
| MA Mastercard Inc. Class A | 0.02% | 235 | $132K | Reduce -32.3% |
| MRVL Marvell Technology Inc. | 0.02% | 1,651 | $128K | Add +50.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 5,734 | $126K | No change |
| GD General Dynamics Corp. | 0.02% | 407 | $119K | Reduce -8.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 233 | $119K | Add +22.0% |
| PANW Palo Alto Networks Inc. | 0.02% | 570 | $117K | Reduce -24.2% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $77K (not counted above)
Lines left out (3) · $45 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | 0 | $22 |
| TGLS Tecnoglass Holdings Inc. | ORD SHS | 0 | $18 |
| TFLO iShares Treasury Floating Ra | TRS FLT RT BD | 0 | $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: $544.0M.
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -48.2% | 6.42% | −5.94 |
| AGG iShares Core U.S. Aggregate | Reduce -91.6% | 0.17% | −2.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -92.7% | 0.15% | −1.82 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.5% | 9.48% | −0.99 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -89.3% | 0.07% | −0.64 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 9.92% | −0.57 |
| SUB iShares Short-Term National | Reduce -97.4% | 0.01% | −0.34 |
| IXUS iShares Core Intl Stock ETF | Reduce -8.2% | 4.06% | −0.34 |
| IAU iShares Gold Trust | Reduce -16.4% | 1.03% | −0.26 |
| MBB iShares MBS ETF | Reduce -1.6% | 2.09% | −0.25 |
| TLT iShares 20+ Year Treasury BD | Reduce -99.6% | 0.00% | −0.16 |
| IFRA iShares US Infrastructure | Reduce -99.3% | 0.00% | −0.13 |
| RSP Invesco S&P 500 Equal Weight | Reduce -49.2% | 0.07% | −0.08 |
| ICVT iShares Convertible Bond ETF | Reduce -49.3% | 0.07% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -38.0% | 0.07% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -29.6% | 0.09% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -88.2% | 0.01% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Reduce -35.5% | 0.10% | −0.05 |
| XCEM Columbia Em Core Ex-China | Reduce -91.0% | 0.00% | −0.04 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -54.1% | 0.02% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -66.0% | 0.01% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.03 |
| HYDB iShares High Yield Systemati | Reduce -89.5% | 0.00% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Reduce -72.8% | 0.01% | −0.03 |
| IGE iShares North American Natur | Reduce -98.2% | 0.00% | −0.03 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.02 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -15.3% | 0.11% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -97.0% | 0.00% | −0.02 |
| KR Kroger Co. | Sold out | 0.00% | −0.02 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.02 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -32.3% | 0.02% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -20.4% | 0.04% | −0.01 |
| PFE Pfizer Inc. | Reduce -72.1% | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -20.4% | 0.06% | −0.01 |
| CRM Salesforce Inc. | Reduce -34.8% | 0.01% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -71.3% | 0.00% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -24.6% | 0.02% | −0.01 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Reduce -9.6% | 0.04% | −0.01 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -58.2% | 0.00% | −0.01 |
| BX Blackstone Inc. | Reduce -38.0% | 0.01% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -35.3% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | Add +1212.8% | 2.45% | +2.26 |
| EFV iShares MSCI Eafe Value ETF | Add +56.9% | 5.99% | +2.08 |
| FBND Fidelity Total Bond ETF | New | 2.00% | +2.00 |
| IEMG iShares Core MSCI Emerging | Add +102.6% | 3.77% | +1.92 |
| IAGG iShares Intl Aggregate Bond | Add +10320.2% | 1.63% | +1.62 |
| IWV iShares Russell 3000 ETF | Add +8146.1% | 1.02% | +1.00 |
| OEF iShares S&P 100 ETF | Add +48.7% | 2.44% | +0.83 |
| IYW iShares Ustechnology ETF | Add +10.9% | 2.52% | +0.49 |
| TLH iShares 10-20 Year Treasury | Add +40.3% | 2.31% | +0.46 |
| EFA iShares MSCI Eafe ETF | Add +7803.1% | 0.42% | +0.41 |
| QUAL iShares MSCI USA Quality Fac | Add +8.5% | 6.15% | +0.31 |
| IVE iShares S&P 500 Value ETF | Add +15.2% | 4.63% | +0.31 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.6% | 5.54% | +0.21 |
| MUB iShares National Muni Bond E | Add +35.2% | 1.17% | +0.21 |
| MTUM iShares MSCI USA Momentum Fa | Add +4.3% | 1.65% | +0.18 |
| STIP iShares 0-5 Year Tips Bond E | Add +1396.7% | 0.15% | +0.14 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.8% | 2.52% | +0.11 |
| SPMO Invesco S&P 500 Momentum ETF | Add +212.6% | 0.11% | +0.08 |
| FQAL Fidelity Quality Factor ETF | Add +469.0% | 0.09% | +0.07 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.05% | +0.05 |
| JPIE JPMorgan Income ETF | Add +1108.0% | 0.05% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +230.4% | 0.07% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +229.5% | 0.07% | +0.05 |
| FUTY Fidelity MSCI US Utilities | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +13.1% | 0.17% | +0.04 |
| GVAL Cambria Global Value ETF | New | 0.04% | +0.04 |
| NDIA Global X India Active ETF | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +347.1% | 0.04% | +0.03 |
| KRE SS SPDR S&P Regional Bank | New | 0.03% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +1021.0% | 0.03% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +688.3% | 0.03% | +0.03 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +369.8% | 0.04% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.03% | +0.03 |
| BND Vanguard Total Bond Market | Add +2795.8% | 0.03% | +0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Add +2783.5% | 0.03% | +0.03 |
| NBTB N B T Bancorp Inc. | Add +151.8% | 0.04% | +0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.02% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +424.3% | 0.03% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +39.8% | 0.05% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +142.6% | 0.03% | +0.02 |
| META Meta Platforms Inc. Class A | Add +23.9% | 0.05% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +11.0% | 0.47% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +32.9% | 0.07% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +287.8% | 0.02% | +0.01 |
| LMT Lockheed Martin Corp. | Add +288.9% | 0.01% | +0.01 |
| BDX Becton Dickinson and Co. | Add +3788.9% | 0.01% | +0.01 |
| PJUN Innovator U.S. Equity Power | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +50.0% | 0.02% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +15.1% | 0.04% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| TGLS Tecnoglass Holdings Inc. | ORD SHS | Reduce -100.0% | 0 | $18 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |