Stone House Investment Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Stone House Investment Management, LLC reported 847 stock positions worth $644.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.9% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 6.8%) and iShares Core S&P 500 ETF (IVV, 6.7%). Compared with Q3 2025, it opened 227 new positions, sold out of 101, added to 293 and reduced 132. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $644.2M (Q4 2025)
- SEC Filing
- 0001696497-26-000002 ↗ filed Jan 21, 2026
Holdings Value
Holdings 847 stocks · $644.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.93% | 797,710 | $64.0M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.81% | 943,025 | $43.9M | Reduce -5.4% |
| IVV iShares Core S&P 500 ETF | 6.66% | 62,657 | $42.9M | Add +1.6% |
| IVE iShares S&P 500 Value ETF | 6.55% | 199,030 | $42.2M | Add +44.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.21% | 658,126 | $40.0M | Add +3.0% |
| FBND Fidelity Total Bond ETF | 5.73% | 801,076 | $36.9M | Add +227.6% |
| IVW iShares S&P 500 Growth ETF | 5.39% | 281,643 | $34.7M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 5.05% | 484,094 | $32.5M | Add +25.7% |
| PG The Procter & Gamble Co. | 4.87% | 218,953 | $31.4M | Reduce -4.6% |
| OEF iShares S&P 100 ETF | 4.44% | 83,442 | $28.6M | Add +2.3% |
| EFV iShares MSCI Eafe Value ETF | 4.32% | 389,941 | $27.8M | Reduce -14.3% |
| IXUS iShares Core Intl Stock ETF | 4.31% | 328,212 | $27.8M | Add +11.8% |
| TLH iShares 10-20 Year Treasury | 2.75% | 174,016 | $17.7M | Add +2.6% |
| QUAL iShares MSCI USA Quality Fac | 2.60% | 84,248 | $16.7M | Reduce -44.5% |
| THRO iShares U.S. Thematic Rotati | 2.37% | 395,123 | $15.2M | Add +2.1% |
| MTUM iShares MSCI USA Momentum Fa | 2.29% | 59,042 | $14.8M | Add +53.0% |
| BAI Ishrs AI in and Tech Act ETF | 2.19% | 424,480 | $14.1M | Add +1.0% |
| MBB iShares MBS ETF | 2.00% | 135,337 | $12.9M | Add +4.8% |
| FENI Fidelity Enhanced Intl ETF | 1.87% | 328,987 | $12.0M | New |
| IAU iShares Gold Trust | 1.61% | 128,126 | $10.4M | Reduce -2.9% |
| IAGG iShares Intl Aggregate Bond | 1.49% | 192,063 | $9.6M | Add +5.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.27% | 154,963 | $8.2M | Add +2.5% |
| ITA iShares U.S. Aerospace & Def | 0.94% | 28,174 | $6.0M | Add +11.7% |
| MUB iShares National Muni Bond E | 0.89% | 53,771 | $5.8M | Reduce -3.1% |
| EMB iShares JP Morgan Usd Emergi | 0.51% | 34,308 | $3.3M | Add +7.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.36% | 47,161 | $2.3M | Add +6.8% |
| AAPL Apple Inc. | 0.30% | 7,117 | $1.9M | Add +1.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.27% | 15,337 | $1.7M | Reduce -49.0% |
| AMZN Amazon.com Inc. | 0.22% | 6,074 | $1.4M | Add +0.4% |
| NVDA Nvidia Corp. | 0.21% | 7,179 | $1.3M | Add +4.0% |
| CZNC Citizens & Northern Corp. | 0.20% | 63,716 | $1.3M | Reduce -16.8% |
| SPXL Direxion Daily S&P 500 Bull | 0.19% | 5,575 | $1.2M | Reduce -8.8% |
| IYW iShares Ustechnology ETF | 0.17% | 5,621 | $1.1M | Reduce -18.1% |
| HIMU iShares High Yild Muni A ETF | 0.15% | 20,251 | $986K | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.14% | 1,870 | $904K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.14% | 8,921 | $891K | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,773 | $868K | Reduce -4.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 2,728 | $856K | Reduce -7.0% |
| VONG Vanguard Russell 1000 Growth | 0.10% | 5,451 | $664K | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,966 | $571K | Reduce -8.8% |
| GOVT iShares US Treasury Bond ETF | 0.09% | 24,311 | $560K | Add +9.8% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 8,422 | $556K | Reduce -0.1% |
| FQAL Fidelity Quality Factor ETF | 0.08% | 6,733 | $509K | Add +0.1% |
| PFIS Peoples Financial Services | 0.08% | 10,166 | $495K | Reduce -13.0% |
| ICVT iShares Convertible Bond ETF | 0.08% | 5,019 | $494K | Add +18.1% |
| IUSV iShares Core S&P U.S. Value | 0.08% | 4,803 | $493K | Add +13.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 2,467 | $471K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 7,406 | $463K | Add +6.6% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 2,134 | $409K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,217 | $392K | Add +7.6% |
| AMD Advanced Micro Devices | 0.06% | 1,802 | $386K | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 4,022 | $379K | Add +1.2% |
| CB Chubb Ltd. | 0.06% | 1,136 | $355K | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 0.05% | 6,018 | $353K | Add +5.9% |
| TSLA Tesla Inc. | 0.05% | 761 | $342K | Add +6.9% |
| AIQ Global X Art Intel & Tech | 0.05% | 6,516 | $331K | Add +6416.0% |
| JPIE JPMorgan Income ETF | 0.05% | 6,925 | $321K | Add +9.3% |
| META Meta Platforms Inc. Class A | 0.05% | 474 | $313K | Add +27.4% |
| WMT Walmart Inc. | 0.05% | 2,661 | $296K | Add +26.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 416 | $284K | Reduce -99.5% |
| XOM Exxon Mobil Corp. | 0.04% | 2,238 | $269K | Add +1.7% |
| GLD SPDR Gold Shares | 0.04% | 665 | $264K | Add +12.7% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 848 | $261K | Add +37.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.04% | 3,249 | $236K | Reduce -38.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 384 | $236K | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,637 | $235K | Add +39.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 476 | $232K | Reduce -3.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,558 | $229K | Add +0.3% |
| DLN Wisdomtree US Largecap Divid | 0.03% | 2,540 | $224K | New |
| CBU Community Financial System I | 0.03% | 3,808 | $219K | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 737 | $218K | Reduce -6.1% |
| LOW Lowe's Cos Inc. | 0.03% | 896 | $216K | Add +13.0% |
| NBTB N B T Bancorp Inc. | 0.03% | 5,164 | $214K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 2,812 | $214K | Add +5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,361 | $209K | Add +0.7% |
| UGI Ugi Corp. | 0.03% | 5,558 | $208K | Add +639.1% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 4,148 | $206K | Reduce -19.0% |
| HD Home Depot Inc. | 0.03% | 592 | $204K | Reduce -13.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 4,077 | $197K | Add +16.8% |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | 0.03% | 3,846 | $195K | Add +10.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 829 | $186K | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.03% | 211 | $182K | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 2,566 | $178K | Add +9.7% |
| OKLO Oklo Inc. | 0.03% | 2,478 | $178K | No change |
| GDX Vaneck Gold Miners ETF | 0.03% | 1,986 | $170K | Reduce -34.6% |
| XLV SS Health Care Select Sector | 0.03% | 1,096 | $170K | Add +30.0% |
| BND Vanguard Total Bond Market | 0.03% | 2,248 | $167K | Add +7.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 5,760 | $166K | Add +7.7% |
| GVAL Cambria Global Value ETF | 0.03% | 5,250 | $165K | Reduce -40.6% |
| MCD McDonald's Corp. | 0.03% | 534 | $163K | Add +0.2% |
| CVX Chevron Corp. | 0.03% | 1,065 | $162K | Add +6.1% |
| EXE Expand Energy Corp. | 0.02% | 1,440 | $159K | Add +135.7% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 865 | $154K | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 0.02% | 245 | $154K | No change |
| IWV iShares Russell 3000 ETF | 0.02% | 377 | $146K | Reduce -97.6% |
| JEPI JPMorgan Equity Premium Inco | 0.02% | 2,532 | $145K | Add +14.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 1,605 | $144K | Add +0.1% |
| PEP Pepsico Inc. | 0.02% | 985 | $141K | Add +77.2% |
| GD General Dynamics Corp. | 0.02% | 407 | $137K | No change |
| MA Mastercard Inc. Class A | 0.02% | 237 | $135K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 500 | $6K | No change |
Lines left out (2) · $23 — 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: $644.2M.
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -99.5% | 0.04% | −9.88 |
| QUAL iShares MSCI USA Quality Fac | Reduce -44.5% | 2.60% | −2.38 |
| PG The Procter & Gamble Co. | Reduce -4.6% | 4.87% | −1.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.4% | 6.81% | −1.04 |
| IWV iShares Russell 3000 ETF | Reduce -97.6% | 0.02% | −0.97 |
| EFV iShares MSCI Eafe Value ETF | Reduce -14.3% | 4.32% | −0.88 |
| EFA iShares MSCI Eafe ETF | Reduce -97.5% | 0.01% | −0.39 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -49.0% | 0.27% | −0.31 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -86.3% | 0.02% | −0.13 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -89.4% | 0.01% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -3.1% | 0.89% | −0.10 |
| CZNC Citizens & Northern Corp. | Reduce -16.8% | 0.20% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -18.1% | 0.17% | −0.05 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -82.1% | 0.01% | −0.04 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -8.8% | 0.19% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -19.0% | 0.03% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -38.9% | 0.04% | −0.02 |
| PFIS Peoples Financial Services | Reduce -13.0% | 0.08% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.8% | 0.09% | −0.02 |
| GVAL Cambria Global Value ETF | Reduce -40.6% | 0.03% | −0.02 |
| HIMU iShares High Yild Muni A ETF | Reduce -0.5% | 0.15% | −0.02 |
| HD Home Depot Inc. | Reduce -13.1% | 0.03% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -34.6% | 0.03% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -49.8% | 0.01% | −0.01 |
| PJUN Innovator U.S. Equity Power | Sold out | 0.00% | −0.01 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.01 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.09% | −0.01 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -15.9% | 0.02% | −0.01 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.00 |
| ENVX Enovix Corp. | Reduce -5.6% | 0.01% | −0.00 |
| CBU Community Financial System I | Reduce -1.0% | 0.03% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.6% | 0.04% | −0.00 |
| IONQ Ionq Inc. | Reduce -87.5% | 0.00% | −0.00 |
| SIVR Abrdn Physical Silver Shares | Reduce -74.6% | 0.00% | −0.00 |
| UTI Universal Technical Institut | Sold out | 0.00% | −0.00 |
| QTUM Defiance Quantum ETF | Sold out | 0.00% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -6.1% | 0.03% | −0.00 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -41.3% | 0.00% | −0.00 |
| ANET Arista Networks Inc. | Reduce -98.5% | 0.00% | −0.00 |
| PM Philip Morris International | Reduce -12.7% | 0.01% | −0.00 |
| ET Energy Transfer LP | Reduce -39.3% | 0.00% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Reduce -99.7% | 0.00% | −0.00 |
| IAU iShares Gold Trust | Reduce -2.9% | 1.61% | −0.00 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.1% | 0.01% | −0.00 |
| CPNG Coupang Inc. | Reduce -9.1% | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 9.93% | +9.93 |
| FBND Fidelity Total Bond ETF | Add +227.6% | 5.73% | +3.82 |
| FENI Fidelity Enhanced Intl ETF | New | 1.87% | +1.87 |
| IVE iShares S&P 500 Value ETF | Add +44.0% | 6.55% | +1.74 |
| IEMG iShares Core MSCI Emerging | Add +25.7% | 5.05% | +0.78 |
| MTUM iShares MSCI USA Momentum Fa | Add +53.0% | 2.29% | +0.63 |
| IXUS iShares Core Intl Stock ETF | Add +11.8% | 4.31% | +0.23 |
| AIQ Global X Art Intel & Tech | Add +6416.0% | 0.05% | +0.05 |
| ITA iShares U.S. Aerospace & Def | Add +11.7% | 0.94% | +0.05 |
| DLN Wisdomtree US Largecap Divid | New | 0.03% | +0.03 |
| UGI Ugi Corp. | Add +639.1% | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +10100.0% | 0.01% | +0.01 |
| EXE Expand Energy Corp. | Add +135.7% | 0.02% | +0.01 |
| SLV iShares Silver Trust | Add +375.4% | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +148.1% | 0.02% | +0.01 |
| POCT Innovator U.S. Equity Power | New | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | New | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +26.2% | 0.05% | +0.01 |
| GE General Electric | Add +37.7% | 0.04% | +0.01 |
| ETN Eaton Corp. PLC | Add +850.0% | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +77.2% | 0.02% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +39.8% | 0.04% | +0.01 |
| SUB iShares Short-Term National | Add +324.7% | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +79.0% | 0.02% | +0.01 |
| HL Hecla Mining Co. | Add +449.0% | 0.01% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | New | 0.01% | +0.01 |
| JMHI JPMorgan High Yield Municpl | New | 0.01% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +30.0% | 0.03% | +0.01 |
| USAS Americas Gold and Silver Cor | Add +360.5% | 0.01% | +0.01 |
| TTI Tetra Technologies Inc. | New | 0.01% | +0.01 |
| FSOL Fidelity Solana Fund | New | 0.01% | +0.01 |
| QBTS D-Wave Quantum Inc. | Add +238.0% | 0.01% | +0.01 |
| PINK Simplify Health Care ETF | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +12.7% | 0.04% | +0.01 |
| TSCO Tractor Supply Company | Add +214.2% | 0.01% | +0.01 |
| YUM Yum! Brands Inc. | Add +151.8% | 0.01% | +0.01 |
| SLI Standard Lithium Ltd. | Add +734.3% | 0.01% | +0.01 |
| ICVT iShares Convertible Bond ETF | Add +18.1% | 0.08% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +13.1% | 0.08% | +0.00 |
| IDV iShares International Select | New | 0.00% | +0.00 |
| TLT iShares 20+ Year Treasury BD | Add +1066.7% | 0.01% | +0.00 |
| USIG iShares Broad Usd Investment | New | 0.00% | +0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.00% | +0.00 |
| XLK SS Technology Select Sector | New | 0.00% | +0.00 |
| BURL Burlington Stores Inc. | New | 0.00% | +0.00 |
| ASM Avino Silver & Gold Mines | Add +1137.7% | 0.00% | +0.00 |
| MELI MercadoLibre Inc. | Add +106.7% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +6.1% | 0.02% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | Sold out | 696 | $67Kbefore exit |
| TGLS Tecnoglass Holdings Inc. | ORD SHS | Reduce -100.0% | 0 | $12 |
| OVV Ovintiv Inc. | COM | Reduce -100.0% | 0 | $11 |
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 |