Stone House Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Stone House Investment Management, LLC reported 1,066 stock positions worth $558.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.8% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 8.1%) and iShares S&P 500 Value ETF (IVE, 6.7%). Compared with Q4 2025, it opened 331 new positions, sold out of 112, added to 307 and reduced 133. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +61%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $558.1M (Q1 2026)
- SEC Filing
- 0001696497-26-000006 ↗ filed Apr 22, 2026
Holdings Value
Holdings 1,066 stocks · $558.1M
| IVV iShares Core S&P 500 ETF | 11.80% | 100,845 | $65.9M | Add +61.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 8.09% | 977,212 | $45.1M | Add +3.6% |
| IVE iShares S&P 500 Value ETF | 6.71% | 177,216 | $37.4M | Reduce -11.0% |
| IVW iShares S&P 500 Growth ETF | 6.02% | 296,836 | $33.6M | Add +5.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.98% | 574,017 | $33.4M | Reduce -12.8% |
| IEMG iShares Core MSCI Emerging | 5.60% | 448,381 | $31.3M | Reduce -7.4% |
| PG The Procter & Gamble Co. | 5.39% | 208,162 | $30.1M | Reduce -4.9% |
| FBND Fidelity Total Bond ETF | 5.34% | 652,885 | $29.8M | Reduce -18.5% |
| EFV iShares MSCI Eafe Value ETF | 5.11% | 383,650 | $28.5M | Reduce -1.6% |
| TLH iShares 10-20 Year Treasury | 3.28% | 181,522 | $18.3M | Add +4.3% |
| EFG iShares MSCI Eafe Growth ETF | 3.18% | 159,096 | $17.7M | Add +937.3% |
| QUAL iShares MSCI USA Quality Fac | 2.96% | 86,137 | $16.5M | Add +2.2% |
| FENI Fidelity Enhanced Intl ETF | 2.95% | 443,277 | $16.5M | Add +34.7% |
| BAI Ishrs AI in and Tech Act ETF | 2.77% | 469,968 | $15.5M | Add +10.7% |
| MTUM iShares MSCI USA Momentum Fa | 2.70% | 62,787 | $15.1M | Add +6.3% |
| THRO iShares U.S. Thematic Rotati | 2.70% | 415,525 | $15.1M | Add +5.2% |
| MBB iShares MBS ETF | 2.40% | 140,897 | $13.4M | Add +4.1% |
| GOVT iShares US Treasury Bond ETF | 2.32% | 565,800 | $13.0M | Add +2227.3% |
| ITA iShares U.S. Aerospace & Def | 1.93% | 49,138 | $10.7M | Add +74.4% |
| IAGG iShares Intl Aggregate Bond | 1.84% | 204,757 | $10.2M | Add +6.6% |
| MUB iShares National Muni Bond E | 1.20% | 63,275 | $6.7M | Add +17.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.17% | 126,143 | $6.6M | Reduce -18.6% |
| IAU iShares Gold Trust | 0.72% | 45,818 | $4.0M | Reduce -64.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.42% | 48,739 | $2.4M | Add +3.4% |
| AAPL Apple Inc. | 0.37% | 8,050 | $2.0M | Add +13.1% |
| NVDA Nvidia Corp. | 0.23% | 7,508 | $1.3M | Add +4.6% |
| AMZN Amazon.com Inc. | 0.23% | 6,148 | $1.3M | Add +1.2% |
| CZNC Citizens & Northern Corp. | 0.23% | 56,373 | $1.3M | Reduce -11.5% |
| GOOGL Alphabet Inc. Class A | 0.18% | 3,454 | $993K | Add +24.6% |
| AGG iShares Core U.S. Aggregate | 0.16% | 8,986 | $892K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.14% | 2,728 | $783K | No change |
| MSFT Microsoft Corp. | 0.13% | 1,920 | $711K | Add +2.7% |
| WMS Advanced Drainage Systems Inc. | 0.12% | 5,075 | $696K | New |
| JPIE JPMorgan Income ETF | 0.12% | 13,960 | $643K | Add +101.6% |
| VONG Vanguard Russell 1000 Growth | 0.11% | 5,363 | $588K | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 8,453 | $571K | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 1,974 | $567K | Add +0.4% |
| PFIS Peoples Financial Services | 0.10% | 10,180 | $543K | Add +0.1% |
| OEF iShares S&P 100 ETF | 0.09% | 1,629 | $518K | Reduce -98.0% |
| FQAL Fidelity Quality Factor ETF | 0.09% | 7,111 | $516K | Add +5.6% |
| XOM Exxon Mobil Corp. | 0.09% | 2,956 | $502K | Add +32.1% |
| VGSH Vanguard Short-Term Treasury | 0.09% | 8,476 | $496K | Add +40.8% |
| IUSV iShares Core S&P U.S. Value | 0.09% | 4,841 | $495K | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,492 | $489K | Add +1.0% |
| PNC PNC Financial Services Group | 0.07% | 2,011 | $418K | Add +201000.0% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 6,526 | $418K | Reduce -11.9% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 2,100 | $403K | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 4,075 | $378K | Add +1.3% |
| CB Chubb Ltd. | 0.07% | 1,140 | $371K | Add +0.3% |
| AMD Advanced Micro Devices | 0.07% | 1,794 | $365K | Reduce -0.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 7,273 | $349K | Add +78.4% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,178 | $346K | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 0.06% | 562 | $336K | Add +129.4% |
| WMT Walmart Inc. | 0.06% | 2,662 | $331K | Add +0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.06% | 11,459 | $328K | Add +98.9% |
| BND Vanguard Total Bond Market | 0.06% | 4,362 | $321K | Add +94.0% |
| GLD SPDR Gold Shares | 0.06% | 715 | $308K | Add +7.5% |
| TSLA Tesla Inc. | 0.05% | 749 | $278K | Reduce -1.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 4,663 | $275K | Add +65.8% |
| ICVT iShares Convertible Bond ETF | 0.05% | 2,571 | $262K | Reduce -48.8% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,713 | $254K | Add +4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 385 | $251K | Reduce -7.5% |
| AIQ Global X Art Intel & Tech | 0.04% | 5,226 | $244K | Reduce -19.8% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 848 | $241K | No change |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,595 | $240K | Add +1.0% |
| HD Home Depot Inc. | 0.04% | 693 | $228K | Add +17.1% |
| DLN Wisdomtree US Largecap Divid | 0.04% | 2,540 | $227K | No change |
| CBU Community Financial System I | 0.04% | 3,808 | $223K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,394 | $223K | Add +2.4% |
| NBTB N B T Bancorp Inc. | 0.04% | 5,165 | $220K | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 498 | $218K | Add +4.6% |
| MU Micron Technology Inc. | 0.04% | 629 | $213K | Add +1267.4% |
| COST Costco Wholesale Corp. | 0.04% | 212 | $211K | Add +0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.04% | 2,805 | $211K | Add +74.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.04% | 2,601 | $205K | Reduce -19.9% |
| UGI Ugi Corp. | 0.04% | 5,586 | $203K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.04% | 353 | $202K | Reduce -25.5% |
| HON Honeywell International Inc. | 0.04% | 876 | $198K | Add +397.7% |
| GDX Vaneck Gold Miners ETF | 0.04% | 2,150 | $197K | Add +8.3% |
| IYW iShares Ustechnology ETF | 0.03% | 1,070 | $194K | Reduce -81.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 333 | $192K | Reduce -13.3% |
| LOW Lowe's Cos Inc. | 0.03% | 794 | $188K | Reduce -11.4% |
| CVX Chevron Corp. | 0.03% | 886 | $183K | Reduce -16.8% |
| DGRO iShares Core Dividend Growth | 0.03% | 2,577 | $181K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 371 | $178K | Add +50.2% |
| GVAL Cambria Global Value ETF | 0.03% | 5,250 | $174K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 829 | $172K | No change |
| GEV GE Vernova Inc. | 0.03% | 197 | $172K | Add +0.5% |
| XLV SS Health Care Select Sector | 0.03% | 1,163 | $170K | Add +6.1% |
| EXE Expand Energy Corp. | 0.03% | 1,551 | $170K | Add +7.7% |
| MRK Merck & Co. Inc. | 0.03% | 1,400 | $168K | Add +13.0% |
| BA The Boeing Co. | 0.03% | 845 | $168K | Add +49.6% |
| MCD McDonald's Corp. | 0.03% | 539 | $167K | Add +0.9% |
| PEP Pepsico Inc. | 0.03% | 1,051 | $163K | Add +6.7% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 5,309 | $163K | Add +110.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 1,623 | $153K | Add +1.1% |
| GD General Dynamics Corp. | 0.03% | 444 | $152K | Add +9.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 612 | $148K | Reduce -17.0% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 2,532 | $144K | No change |
| FMUN Fidelity System Muni BND ETF | 0.03% | 2,821 | $140K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 500 | $3K | No change |
Lines left out (2) · $27 — 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: $558.1M.
Portfolio Sells Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -100.0% | 0.00% | −9.93 |
| OEF iShares S&P 100 ETF | Reduce -98.0% | 0.09% | −4.35 |
| IXUS iShares Core Intl Stock ETF | Reduce -100.0% | 0.00% | −4.31 |
| IAU iShares Gold Trust | Reduce -64.2% | 0.72% | −0.89 |
| EMB iShares JP Morgan Usd Emergi | Reduce -98.0% | 0.01% | −0.50 |
| FBND Fidelity Total Bond ETF | Reduce -18.5% | 5.34% | −0.39 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -12.8% | 5.98% | −0.23 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -86.9% | 0.02% | −0.17 |
| HIMU iShares High Yild Muni A ETF | Reduce -99.9% | 0.00% | −0.15 |
| IYW iShares Ustechnology ETF | Reduce -81.0% | 0.03% | −0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -18.6% | 1.17% | −0.10 |
| MIDU Dirxn DLY Mid Cap BL 3XE-Usi | Sold out | 0.00% | −0.03 |
| ICVT iShares Convertible Bond ETF | Reduce -48.8% | 0.05% | −0.03 |
| OKLO Oklo Inc. | Reduce -58.5% | 0.01% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -44.4% | 0.02% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -97.1% | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -25.5% | 0.04% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -39.5% | 0.01% | −0.01 |
| BCSF Bain Capital Specialty Finan | Sold out | 0.00% | −0.01 |
| AIQ Global X Art Intel & Tech | Reduce -19.8% | 0.04% | −0.01 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -17.0% | 0.03% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.01 |
| JMHI JPMorgan High Yield Municpl | Sold out | 0.00% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -37.3% | 0.01% | −0.01 |
| SMR Nuscale Power Corp. | Reduce -70.6% | 0.00% | −0.01 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.01 |
| FSOL Fidelity Solana Fund | Sold out | 0.00% | −0.01 |
| PINK Simplify Health Care ETF | Sold out | 0.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.01 |
| SLI Standard Lithium Ltd. | Reduce -88.0% | 0.00% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -91.9% | 0.00% | −0.00 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.1% | 0.02% | −0.00 |
| CRM Salesforce Inc. | Reduce -17.0% | 0.01% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.05% | −0.00 |
| ASM Avino Silver & Gold Mines | Reduce -76.0% | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -9.5% | 0.02% | −0.00 |
| NNE Nano Nuclear Energy Inc. | Reduce -47.3% | 0.00% | −0.00 |
| TE T1 Energy Inc. | Reduce -98.9% | 0.00% | −0.00 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.00 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.3% | 0.03% | −0.00 |
| PCT Purecycle Technologies Inc. | Sold out | 0.00% | −0.00 |
| BX Blackstone Inc. | Reduce -10.0% | 0.01% | −0.00 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +61.0% | 11.80% | +5.14 |
| EFG iShares MSCI Eafe Growth ETF | Add +937.3% | 3.18% | +2.90 |
| GOVT iShares US Treasury Bond ETF | Add +2227.3% | 2.32% | +2.24 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.6% | 8.09% | +1.28 |
| FENI Fidelity Enhanced Intl ETF | Add +34.7% | 2.95% | +1.09 |
| ITA iShares U.S. Aerospace & Def | Add +74.4% | 1.93% | +0.99 |
| IVW iShares S&P 500 Growth ETF | Add +5.4% | 6.02% | +0.63 |
| BAI Ishrs AI in and Tech Act ETF | Add +10.7% | 2.77% | +0.58 |
| TLH iShares 10-20 Year Treasury | Add +4.3% | 3.28% | +0.53 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.3% | 2.70% | +0.41 |
| MBB iShares MBS ETF | Add +4.1% | 2.40% | +0.40 |
| QUAL iShares MSCI USA Quality Fac | Add +2.2% | 2.96% | +0.36 |
| IAGG iShares Intl Aggregate Bond | Add +6.6% | 1.84% | +0.34 |
| THRO iShares U.S. Thematic Rotati | Add +5.2% | 2.70% | +0.33 |
| MUB iShares National Muni Bond E | Add +17.7% | 1.20% | +0.31 |
| WMS Advanced Drainage Systems Inc. | New | 0.12% | +0.12 |
| PNC PNC Financial Services Group | Add +201000.0% | 0.07% | +0.07 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +3.4% | 0.42% | +0.07 |
| AAPL Apple Inc. | Add +13.1% | 0.37% | +0.07 |
| JPIE JPMorgan Income ETF | Add +101.6% | 0.12% | +0.07 |
| XOM Exxon Mobil Corp. | Add +32.1% | 0.09% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +24.6% | 0.18% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +129.4% | 0.06% | +0.04 |
| MU Micron Technology Inc. | Add +1267.4% | 0.04% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +40.8% | 0.09% | +0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Add +98.9% | 0.06% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +78.4% | 0.06% | +0.03 |
| BND Vanguard Total Bond Market | Add +94.0% | 0.06% | +0.03 |
| HON Honeywell International Inc. | Add +397.7% | 0.04% | +0.03 |
| NVDA Nvidia Corp. | Add +4.6% | 0.23% | +0.03 |
| FMUN Fidelity System Muni BND ETF | New | 0.03% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 0.16% | +0.02 |
| JD Jd.com Inc.-ADR | New | 0.02% | +0.02 |
| PFIS Peoples Financial Services | Add +0.1% | 0.10% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +74.1% | 0.04% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +110.7% | 0.03% | +0.02 |
| FTRB Fed Hermes TTL RTRN BND | New | 0.02% | +0.02 |
| AUPH Aurinia Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| PJAN Innovator U.S. Equity Power | New | 0.02% | +0.02 |
| EPI Wisdomtree India Earnings | New | 0.02% | +0.02 |
| FLIN Franklin Ftse India ETF | New | 0.02% | +0.02 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.02% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Add +65.8% | 0.05% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 0.10% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.0% | 0.09% | +0.01 |
| GLD SPDR Gold Shares | Add +7.5% | 0.06% | +0.01 |
| FQAL Fidelity Quality Factor ETF | Add +5.6% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +0.0% | 0.06% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.01% | +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 |