Stone House Investment Management, LLC

CIK 0001696497 · TUNKHANNOCK, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Stone House Investment Management, LLC reported 1,339 positions worth $752.2M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$752.2M
2026 Q2
Positions
1,339
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.4%
Est. Net Flow (Q)
2026 Q2
10 / 1339 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$104.3M13.87%139,300
2IUSBISHARES TRSH$60.1M7.99%1,302,975
3SPYMSPDR SERIES TRUSTSH$58.7M7.80%667,459
4IVWISHARES TRSH$41.7M5.55%303,365
5DYNFBLACKROCK ETF TRUSTSH$40.1M5.34%590,312
6IVEISHARES TRSH$35.8M4.76%157,787
7FBNDFIDELITY MERRIMACK STR TRSH$35.5M4.72%780,129
8IXUSISHARES TRSH$31.0M4.12%325,020
9PGPROCTER & GAMBLE COSH$30.2M4.02%205,993
10IEMGISHARES INCSH$24.2M3.22%292,408

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stone House Investment Management, LLC hold as of Q2 2026?

Stone House Investment Management, LLC reported 1339 positions worth $752.2M in its Q2 2026 13F filing. Largest positions: IVV (13.9%), IUSB (8.0%), SPYM (7.8%), IVW (5.5%) and DYNF (5.3%).

What did Stone House Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stone House Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.