Stone House Investment Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Stone House Investment Management, LLC reported 721 stock positions worth $593.5 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, 7.8%) and iShares Core S&P 500 ETF (IVV, 7.0%). Compared with Q2 2025, it opened 252 new positions, sold out of 47, added to 204 and reduced 97. The biggest buy was a new position in Ishrs AI in and Tech Act ETF (BAI) and the biggest sale iShares Ustechnology ETF (IYW, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $593.5M (Q3 2025)
- SEC Filing
- 0001696497-25-000010 ↗ filed Oct 27, 2025
Holdings Value
Holdings 721 stocks · $593.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.93% | 88,454 | $58.9M | Add +1.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.85% | 997,268 | $46.6M | Reduce -10.6% |
| IVV iShares Core S&P 500 ETF | 6.95% | 61,656 | $41.3M | Add +9.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.37% | 638,866 | $37.8M | Add +15.5% |
| PG The Procter & Gamble Co. | 5.94% | 229,467 | $35.3M | Add +7.8% |
| IVW iShares S&P 500 Growth ETF | 5.69% | 279,896 | $33.8M | Reduce -4.5% |
| EFV iShares MSCI Eafe Value ETF | 5.20% | 455,087 | $30.9M | Reduce -11.4% |
| QUAL iShares MSCI USA Quality Fac | 4.98% | 151,841 | $29.5M | Reduce -17.0% |
| IVE iShares S&P 500 Value ETF | 4.81% | 138,231 | $28.5M | Add +7.3% |
| OEF iShares S&P 100 ETF | 4.57% | 81,563 | $27.1M | Add +87.4% |
| IEMG iShares Core MSCI Emerging | 4.28% | 385,015 | $25.4M | Add +12.8% |
| IXUS iShares Core Intl Stock ETF | 4.08% | 293,428 | $24.2M | Add +2.8% |
| TLH iShares 10-20 Year Treasury | 2.94% | 169,677 | $17.5M | Add +37.0% |
| THRO iShares U.S. Thematic Rotati | 2.47% | 386,884 | $14.6M | Add +3.4% |
| BAI Ishrs AI in and Tech Act ETF | 2.42% | 420,411 | $14.4M | New |
| MBB iShares MBS ETF | 2.07% | 129,190 | $12.3M | Add +6.5% |
| FBND Fidelity Total Bond ETF | 1.91% | 244,568 | $11.3M | Add +2.8% |
| MTUM iShares MSCI USA Momentum Fa | 1.67% | 38,591 | $9.9M | Add +3.2% |
| IAU iShares Gold Trust | 1.62% | 131,887 | $9.6M | Add +46.4% |
| IAGG iShares Intl Aggregate Bond | 1.58% | 182,662 | $9.4M | Add +5.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.36% | 151,152 | $8.0M | Add +6.0% |
| MUB iShares National Muni Bond E | 1.00% | 55,503 | $5.9M | Reduce -9.1% |
| IWV iShares Russell 3000 ETF | 0.99% | 15,557 | $5.9M | Reduce -1.2% |
| ITA iShares U.S. Aerospace & Def | 0.89% | 25,224 | $5.3M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.58% | 30,089 | $3.4M | Reduce -75.4% |
| EMB iShares JP Morgan Usd Emergi | 0.51% | 31,822 | $3.0M | Add +14.4% |
| EFA iShares MSCI Eafe ETF | 0.40% | 25,618 | $2.4M | Add +0.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.36% | 44,172 | $2.2M | Add +3.7% |
| AAPL Apple Inc. | 0.30% | 7,028 | $1.8M | Add +0.9% |
| CZNC Citizens & Northern Corp. | 0.26% | 76,595 | $1.5M | Reduce -23.0% |
| IYW iShares Ustechnology ETF | 0.23% | 6,867 | $1.3M | Reduce -91.3% |
| AMZN Amazon.com Inc. | 0.22% | 6,052 | $1.3M | Add +0.1% |
| SPXL Direxion Daily S&P 500 Bull | 0.22% | 6,111 | $1.3M | No change |
| NVDA Nvidia Corp. | 0.22% | 6,903 | $1.3M | Add +5.9% |
| HIMU iShares High Yild Muni A ETF | 0.17% | 20,353 | $1.0M | Add +34.8% |
| MSFT Microsoft Corp. | 0.16% | 1,849 | $958K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.15% | 8,845 | $887K | Reduce -4.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 8,480 | $876K | Add +9.4% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,935 | $715K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,912 | $708K | Reduce -1.5% |
| SPMO Invesco S&P 500 Momentum ETF | 0.11% | 5,604 | $678K | Add +9.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,156 | $633K | Add +0.4% |
| VONG Vanguard Russell 1000 Growth | 0.10% | 5,134 | $619K | No change |
| PFIS Peoples Financial Services | 0.10% | 11,683 | $568K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 8,428 | $550K | Reduce -7.9% |
| GOVT iShares US Treasury Bond ETF | 0.09% | 22,152 | $512K | Add +6.2% |
| FQAL Fidelity Quality Factor ETF | 0.08% | 6,726 | $503K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,459 | $459K | Add +10.4% |
| ICVT iShares Convertible Bond ETF | 0.07% | 4,249 | $425K | Add +6.1% |
| IUSV iShares Core S&P U.S. Value | 0.07% | 4,248 | $425K | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 6,947 | $416K | Add +8.5% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 2,127 | $403K | Add +0.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 3,974 | $378K | Add +0.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 5,321 | $359K | Reduce -58.7% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,131 | $357K | Add +8.2% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 5,683 | $334K | Add +91.2% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 5,120 | $333K | Add +20.1% |
| CB Chubb Ltd. | 0.05% | 1,132 | $319K | Add +0.5% |
| TSLA Tesla Inc. | 0.05% | 712 | $316K | Add +10.7% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.05% | 8,537 | $309K | Reduce -0.0% |
| AMD Advanced Micro Devices | 0.05% | 1,831 | $296K | Reduce -2.9% |
| JPIE JPMorgan Income ETF | 0.05% | 6,335 | $294K | Add +0.3% |
| OKLO Oklo Inc. | 0.05% | 2,478 | $277K | Reduce -14.6% |
| HD Home Depot Inc. | 0.05% | 681 | $276K | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.05% | 372 | $273K | Add +5.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 2,666 | $266K | Add +26.5% |
| GVAL Cambria Global Value ETF | 0.04% | 8,836 | $258K | Add +9.1% |
| XOM Exxon Mobil Corp. | 0.04% | 2,200 | $248K | Add +56.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 494 | $237K | Add +8.3% |
| GDX Vaneck Gold Miners ETF | 0.04% | 3,035 | $232K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 382 | $229K | No change |
| CBU Community Financial System I | 0.04% | 3,848 | $226K | Add +7.0% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,549 | $225K | Add +9.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 785 | $222K | Add +19.5% |
| WMT Walmart Inc. | 0.04% | 2,109 | $217K | Add +0.7% |
| NBTB N B T Bancorp Inc. | 0.04% | 5,164 | $216K | No change |
| GLD SPDR Gold Shares | 0.04% | 590 | $210K | Add +555.6% |
| LOW Lowe's Cos Inc. | 0.03% | 793 | $199K | Add +0.8% |
| COST Costco Wholesale Corp. | 0.03% | 211 | $195K | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,351 | $195K | Reduce -14.2% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 616 | $185K | Add +0.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 830 | $184K | Add +10.2% |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | 0.03% | 3,496 | $177K | Add +0.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 3,492 | $173K | Add +2.1% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,171 | $165K | Add +8.4% |
| MCD McDonald's Corp. | 0.03% | 533 | $162K | Add +0.8% |
| DGRO iShares Core Dividend Growth | 0.03% | 2,340 | $159K | Add +0.5% |
| CVX Chevron Corp. | 0.03% | 1,004 | $156K | Reduce -13.4% |
| BND Vanguard Total Bond Market | 0.03% | 2,089 | $155K | Add +1.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 5,347 | $155K | Add +1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 838 | $153K | Add +14.3% |
| VOO Vanguard S&P 500 ETF | 0.03% | 245 | $150K | No change |
| BA The Boeing Co. | 0.02% | 672 | $145K | Add +0.3% |
| LEU Centrus Energy Corp. Class A | 0.02% | 458 | $142K | No change |
| GD General Dynamics Corp. | 0.02% | 407 | $139K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 278 | $136K | Add +19.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 3,439 | $136K | Reduce -66.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 1,603 | $136K | Add +10.6% |
| MA Mastercard Inc. Class A | 0.02% | 237 | $135K | Add +0.8% |
| SMR Nuscale Power Corp. | 0.02% | 3,612 | $130K | Add +1.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $76K (not counted above)
Total filed on the 13F, all lines: $593.6M.
Portfolio Sells Q2 2025 → Q3 2025
| IYW iShares Ustechnology ETF | Reduce -91.3% | 0.23% | −2.29 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -75.4% | 0.58% | −1.94 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -10.6% | 7.85% | −1.63 |
| QUAL iShares MSCI USA Quality Fac | Reduce -17.0% | 4.98% | −1.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -11.4% | 5.20% | −0.79 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.5% | 5.69% | −0.24 |
| MUB iShares National Muni Bond E | Reduce -9.1% | 1.00% | −0.18 |
| CZNC Citizens & Northern Corp. | Reduce -23.0% | 0.26% | −0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -58.7% | 0.06% | −0.09 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -66.8% | 0.02% | −0.05 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.05 |
| NDIA Global X India Active ETF | Sold out | 0.00% | −0.03 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -1.2% | 0.99% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -4.5% | 0.15% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -41.0% | 0.02% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.9% | 0.09% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -98.9% | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -68.0% | 0.00% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -38.7% | 0.01% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -79.9% | 0.00% | −0.01 |
| B Barrick Mining Corp. | Reduce -87.3% | 0.00% | −0.01 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.01 |
| CZFS Citizens Financial Services | Reduce -44.6% | 0.01% | −0.01 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.01 |
| USA Liberty All Star Equity Fund | Sold out | 0.00% | −0.01 |
| SUB iShares Short-Term National | Reduce -61.4% | 0.00% | −0.01 |
| CLSK Cleanspark Inc. | Sold out | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -13.4% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Reduce -94.5% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -4.2% | 0.01% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.02% | −0.00 |
| AMT American Tower Corp. | Reduce -9.0% | 0.01% | −0.00 |
| CI The Cigna Group | Reduce -3.4% | 0.01% | −0.00 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.00 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.00 |
| TJX TJX Companies Inc. | Reduce -14.2% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -27.9% | 0.01% | −0.00 |
| EXE Expand Energy Corp. | Reduce -2.2% | 0.01% | −0.00 |
| MTB M & T Bank Corp. | Reduce -12.7% | 0.01% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.4% | 0.01% | −0.00 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.00 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -0.0% | 0.05% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -87.7% | 0.00% | −0.00 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.00 |
| MDWD Mediwound Ltd. | Sold out | 0.00% | −0.00 |
| BSY Bentley Systems Inc. Class B | Reduce -94.4% | 0.00% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -2.9% | 0.01% | −0.00 |
| TDUP Thredup Inc. Class A | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -21.3% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| BAI Ishrs AI in and Tech Act ETF | New | 2.42% | +2.42 |
| OEF iShares S&P 100 ETF | Add +87.4% | 4.57% | +2.14 |
| ITA iShares U.S. Aerospace & Def | New | 0.89% | +0.89 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +15.5% | 6.37% | +0.83 |
| TLH iShares 10-20 Year Treasury | Add +37.0% | 2.94% | +0.63 |
| IAU iShares Gold Trust | Add +46.4% | 1.62% | +0.58 |
| IVV iShares Core S&P 500 ETF | Add +9.6% | 6.95% | +0.53 |
| IEMG iShares Core MSCI Emerging | Add +12.8% | 4.28% | +0.51 |
| IVE iShares S&P 500 Value ETF | Add +7.3% | 4.81% | +0.18 |
| GDX Vaneck Gold Miners ETF | New | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +0.9% | 0.30% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +14.4% | 0.51% | +0.04 |
| HIMU iShares High Yild Muni A ETF | Add +34.8% | 0.17% | +0.03 |
| GLD SPDR Gold Shares | Add +555.6% | 0.04% | +0.03 |
| NVDA Nvidia Corp. | Add +5.9% | 0.22% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +91.2% | 0.06% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +2.8% | 4.08% | +0.02 |
| THRO iShares U.S. Thematic Rotati | Add +3.4% | 2.47% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +10.7% | 0.05% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +3.2% | 1.67% | +0.02 |
| XOM Exxon Mobil Corp. | Add +56.7% | 0.04% | +0.01 |
| XLSR SS US Sector Rotation | New | 0.01% | +0.01 |
| BCSF Bain Capital Specialty Finan | New | 0.01% | +0.01 |
| FETH Fidelity Ethereum Fund | New | 0.01% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +26.5% | 0.04% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +9.2% | 0.11% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +20.1% | 0.06% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +14.3% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +600.0% | 0.01% | +0.01 |
| SPEM State Street SP PTF Em ETF | New | 0.01% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.01% | +0.01 |
| TGTX TG Therapeutics Inc. | New | 0.01% | +0.01 |
| JD Jd.com Inc.-ADR | New | 0.01% | +0.01 |
| LTBR Lightbridge Corp. | Add +3.0% | 0.02% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 9.93% | +0.01 |
| ICVT iShares Convertible Bond ETF | Add +6.1% | 0.07% | +0.01 |
| NET Cloudflare Inc. Class A | Add +700.0% | 0.01% | +0.01 |
| INSM Insmed Inc. | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.4% | 0.08% | +0.00 |
| AXON Axon Enterprise Inc. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +8.2% | 0.06% | +0.00 |
| JMIA Jumia Technologies AG-ADR | Add +11.7% | 0.01% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.00% | +0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Add +10.2% | 0.03% | +0.00 |
| ENVX Enovix Corp. | Add +56.4% | 0.01% | +0.00 |
| IONQ Ionq Inc. | Add +700.0% | 0.00% | +0.00 |
| UTI Universal Technical Institut | New | 0.00% | +0.00 |
| QTUM Defiance Quantum ETF | New | 0.00% | +0.00 |
| ORKA Oruka Therapeutics Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | Sold out | 0 | $22before exit |
| TFLO iShares Treasury Floating Ra | TRS FLT RT BD | Sold out | 0 | $5before exit |
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 |