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Stone House Investment Management, LLC

CIK 1696497 · latest 13F filed 23 October 2026 · Read the filing on EDGAR

Stone House Investment Management, LLC reported 215 US-listed holdings worth $768.2 million in its 13F for the quarter ended 30 September 2026, filed 23 October 2026. Its largest: iShares Core S&P 500 ETF (14.7%), iShares Core Total USD Bond Market ETF (9.5%) and SPDR Ser Trust (8.0%). Against the quarter before, it opened 23 positions, added to 105, trimmed 45 and sold out of 1,147.

Reported holdings$768.2M+2.1% on Q2 2026
Positions215-1,124 on Q2 2026
The largest ten63.8%of its reported holdings
Latest 13FQ3 2026filed 23 October 2026
Where the money is
OpenedAdded toTrimmed
IVV14.7%IUSB9.5%SPYM8.0%IVW5.8%DYNF5.5%IVE4.7%FBND4.4%IXUS4.2%PG3.7%CORO3.4%BLCR2.6%FENI2.5%ACWX2.4%BAI2.4%201 more26.3%

The 14 largest of its 215 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $484.2 million in 380 positions$484MQ3 24Q4 2024: $393.5 million in 50 positions$394MQ4 24Q1 2025: $493.4 million in 437 positions$493MQ1 25Q2 2025: $544.0 million in 520 positions$544MQ2 25Q3 2025: $593.6 million in 723 positions$594MQ3 25Q4 2025: $644.2 million in 850 positions$644MQ4 25Q1 2026: $558.1 million in 1,069 positions$558MQ1 26Q2 2026: $752.2 million in 1,339 positions$752MQ2 26Q3 2026: $768.2 million in 215 positions$768MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +20.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +20.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 23Added 105Held 42Trimmed 45Sold out 1,147
Opened: 23Added: 105Held: 42Trimmed: 45Sold out: 1,147

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 23

  1. iShares Trust ACWX$18.6 million
  2. iShares Trust LMUB$564,550
  3. ExxonMobil Holdings Corp. XOM$518,738
  4. Vanguard World FD VGT$127,681
  5. Innovator Etfs Trust PSEP$106,607
  6. Nextpower Inc. NXT$77,930
  7. UL Solutions Inc. ULS$65,620
  8. Gitlab Inc. GTLB$47,250

and 15 more in the table below

Added to 105

  1. iShares Core Total USD Bond Market ETF IUSB+349,939 shares · +27%
  2. BlackRock ETF Trust CORO+363,067 shares · +103%
  3. iShares Core S&P 500 ETF IVV+7,712 shares · +6%
  4. BlackRock ETF Trust BLCR+105,476 shares · +35%
  5. BlackRock ETF Trust II GGOV+56,074 shares · +35%
  6. iShares Trust MUB+26,241 shares · +35%
  7. BlackRock ETF Trust DYNF+24,701 shares · +4%
  8. SPDR Ser Trust SPYM+18,907 shares · +3%

and 97 more in the table below

Trimmed 45

  1. iShares Trust MTUM-44,900 shares · -98%
  2. iShares Trust MBB-140,260 shares · -93%
  3. iShares Core MSCI Emerging Mark IEMG-112,279 shares · -38%
  4. iShares Trust EFG-21,688 shares · -13%
  5. Procter & Gamble Co. PG-11,723 shares · -6%
  6. Citizens & Northern Corp CZNC-8,325 shares · -17%
  7. iShares S&P 500 Value ETF IVE-911 shares · -1%
  8. Vanguard Short Term Government VGSH-3,512 shares · -53%

and 37 more in the table below

Sold out of 1,147

  1. ExxonMobil Holdings Corp. XOM$403,149 last quarter
  2. Home Depot, Inc. HD$304,696 last quarter
  3. iShares Trust TLT$287,001 last quarter
  4. General Electric Co. GE$236,228 last quarter
  5. GE Vernova Inc. GEV$235,117 last quarter
  6. Comfort Systems USA Inc. FIX$190,384 last quarter
  7. Sandisk Corp. SNDK$179,625 last quarter
  8. Lowe's Companies Inc. LOW$176,019 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV147.0K$112.6 million14.66%+7.7K
iShares Core Total USD Bond Market ETF IUSB1.7M$72.9 million9.49%+349.9K
SPDR Ser Trust SPYM686.4K$61.6 million8.02%+18.9K
iShares S&P Growth Index FD IVW314.9K$44.8 million5.83%+11.5K
BlackRock ETF Trust DYNF615.0K$42.6 million5.55%+24.7K
iShares S&P 500 Value ETF IVE156.9K$35.8 million4.66%-911
Fidelity Merrimack STR Trust FBND778.4K$33.7 million4.39%-1.7K
iShares Trust IXUS338.7K$32.2 million4.19%+13.6K
Procter & Gamble Co. PG194.3K$28.2 million3.67%-11.7K
BlackRock ETF Trust CORO716.4K$26.0 million3.39%+363.1K
BlackRock ETF Trust BLCR408.2K$20.0 million2.60%+105.5K
Fidelity Covington Trust FENI479.0K$19.1 million2.49%+36.0K
iShares Trust ACWX245.9K$18.6 million2.42%new
iShares A.i. Innovation and Tech Active ETF BAI386.4K$18.2 million2.37%-555
iShares Trust EFG144.9K$17.4 million2.26%-21.7K
iShares Core S&P Mid-Cap ETF IJH226.4K$16.3 million2.12%+10.3K
iShares Core MSCI Emerging Mark IEMG180.1K$14.6 million1.90%-112.3K
iShares Trust GOVT654.2K$14.3 million1.86%+47.6K
iShares Trust TLH155.2K$14.3 million1.86%+5.3K
iShares Trust EFV180.2K$14.3 million1.86%+5.6K
BlackRock ETF Trust THRO290.7K$12.8 million1.66%+9.9K
BlackRock ETF Trust IALT421.7K$12.6 million1.64%+18.6K
iShares Trust ITA55.3K$11.5 million1.49%-359
BlackRock ETF Trust II GGOV216.0K$10.8 million1.41%+56.1K
iShares Trust MUB101.2K$10.2 million1.33%+26.2K
iShares Gold Trust IAU58.0K$4.5 million0.59%+3.6K
Apple Inc. AAPL8.6K$2.9 million0.37%-10
NVIDIA Corp. NVDA12.3K$2.8 million0.36%+477
iShares Core 1-5 Year USD Bond ETF ISTB51.7K$2.4 million0.32%+1.8K
Amazon.com Inc. AMZN7.5K$1.9 million0.24%+333
iShares Edge MSCI USA Quality F QUAL6.4K$1.4 million0.19%-463
Alphabet Inc. GOOGL3.8K$1.3 million0.17%+740
Alphabet Inc. GOOG3.6K$1.2 million0.16%-85
Microsoft Corp. MSFT2.3K$1.2 million0.16%+157
Advanced Micro Devices Inc. AMD1.9K$1.2 million0.16%+69
Direxion Daily S&P 500 Bull 3X Shares SPXL4.1K$1.1 million0.15%+465
BlackRock ETF Trust II BINC21.7K$1.1 million0.14%+454
Citizens & Northern Corp CZNC40.8K$1.0 million0.13%-8.3K
iShares Trust MBB10.4K$935,5350.12%-140.3K
iShares Trust STIP8.1K$809,4760.11%+1.9K
Micron Technology Inc. MU754$803,0930.10%+359
Peoples Finl Svcs Corp. PFIS11.3K$764,0330.10%-489
Berkshire Hathaway Inc. Class B BRKB1.5K$743,4390.10%+617
Vanguard Scottsdale FDS VONG5.4K$694,5460.09%+24
Advanced Drainage Systems, Inc. WMS5.4K$681,7000.09%+5
Vanguard S&P 500 VOO933$654,1340.09%+92
Vanguard Mid Cap Index ETF VO8.0K$623,4140.08%+29
PNC Financial Services Group, Inc. PNC2.8K$616,8530.08%-27
iShares Trust AGG6.3K$599,9700.08%no change
iShares Trust LMUB12.1K$564,5500.07%new
JPMorgan Chase & Co. JPM1.7K$555,9550.07%+326
ExxonMobil Holdings Corp. XOM3.2K$518,7380.07%new
iShares Edge MSCI Min Vol USA ETF USMV4.5K$442,7580.06%-97
Vanguard Ftse Developed Markets VEA5.9K$414,2690.05%-1.2K
Vanguard Value ETF VTV1.9K$413,3610.05%-783
Invesco Exchange Traded FD T RSP1.9K$399,0900.05%+7
Space Exploration Techn Corp. Class A Com STK SPCX2.6K$390,5770.05%+339
Global X FDS AIQ5.9K$383,1410.05%+736
Morgan Stanley MS2.0K$377,9160.05%no change
Chubb Ltd. CB1.2K$377,5470.05%+9
Eli Lilly & Co. LLY319$368,9690.05%+25
Tesla, Inc. TSLA974$345,4080.04%+14
Meta Platforms, Inc. META462$334,8580.04%+69
Invesco QQQ Trust QQQ447$330,8920.04%+114
SPDR S&P 500 SPY425$323,8030.04%+41
JP Morgan ETFs JPIE6.8K$305,5210.04%-1.7K
Marvell Technology, Inc. MRVL1.1K$299,5940.04%+8
J P Morgan Exchange Traded F JEPI5.3K$298,8090.04%no change
Costco Wholesale Corp. COST319$290,4900.04%+6
Community Financial System, Inc. CBU4.8K$287,9950.04%no change
SPDR Gold Trust GLD755$287,5340.04%+22
NBT Bancorp Inc. NBTB5.6K$282,4470.04%no change
iShares Trust MTUM809$256,6550.03%-44.9K
International Business Machines Corp. IBM1.1K$250,1090.03%+494
Merck & Co., Inc. MRK1.7K$248,1000.03%+69
Walmart Inc. WMT2.4K$247,6870.03%-278
Wisdomtree Trust DLN2.5K$246,8880.03%no change
Mastercard Inc. MA439$242,0950.03%+10
Johnson & Johnson JNJ912$241,3900.03%+519
Fidelity Covington Trust FTEC801$240,3480.03%no change
iShares Bitcoin Trust ETF IBIT5.0K$235,3270.03%+1.9K
Chevron Corp. CVX1.1K$226,8770.03%+217
Vanguard Whitehall FDS VYM1.4K$219,5720.03%-354
Direxion SHS ETF Trust EDC2.8K$217,2560.03%+574
UGI Corp. UGI6.0K$213,5800.03%+5
Vanguard Growth ETF VUG2.2K$201,1260.03%-1.0K
Metlife Inc. MET2.1K$200,9370.03%+1.9K
Cambria ETF Trust GVAL5.2K$198,6600.03%no change
iShares Core Dividend Growth DGRO2.6K$195,9380.03%+12
Fidelity Wise Origin Bitcoin FBTC2.6K$191,5520.02%-2.1K
PepsiCo Inc. PEP1.5K$191,4180.02%+101
J P Morgan Exchange Traded F JMEE2.6K$190,5720.02%-1.1K
Select Sector SPDR Trust XLV1.1K$189,7470.02%+211
Vaneck ETF Trust GDX2.1K$188,7700.02%no change
Boeing Co. BA1.0K$187,3520.02%-15
Direxion Daily Mid Cap Bull 3X Shares MIDU3.1K$184,8650.02%+526
TJX Companies Inc. TJX1.4K$184,1510.02%-4
Corning Inc. GLW1.2K$184,0280.02%+1.1K
Vanguard Short Term Government VGSH3.2K$182,8680.02%-3.5K
Ameren Corp. AEE1.8K$182,2630.02%no change
Schwab Strategic Trust SCHD5.4K$174,1580.02%+23
Vanguard Charlotte FDS BNDX3.7K$172,5750.02%-1.1K
iShares Trust IUSV1.3K$146,3430.02%+2
Insmed Inc. INSM1.2K$142,6750.02%+749
Fastenal Co. FAST2.9K$141,5070.02%+325
Vanguard Total Bond Market ETF BND2.0K$140,3000.02%-640
SPDR Ser Trust SPTI5.1K$139,9460.02%-1.8K
iShares Inc. EMXC1.4K$138,8760.02%-22
Expand Energy Corp. EXE1.6K$135,9570.02%+47
Vanguard World FD VGT1.0K$127,6810.02%new
Monster Beverage Corp. MNST3.0K$126,5250.02%no change
Akre Focus ETF AKRE2.4K$125,9870.02%no change
iShares Trust IBDV5.7K$121,2170.02%no change
Verizon Communications Inc. VZ2.6K$117,5260.02%+1.3K
Oruka Therapeutics Inc. ORKA1.4K$116,7730.02%+500
Williams Companies, Inc. WMB1.7K$113,7820.01%+180
Nthn Dynasty Mins NAK82.7K$113,3320.01%+31.1K
Vanguard ETF VYMI1.1K$112,8610.01%-539
SPDR Index SHS FDS GNR1.5K$111,0000.01%-12
iShares Core MSCI Eafe ETF IEFA1.1K$107,7190.01%-12
Aurinia Pharmaceuticals Inc. AUPH6.6K$107,1790.01%-75
Schwab Strategic Trust SCHG3.0K$107,1430.01%+111
Innovator Etfs Trust PSEP2.3K$106,6070.01%new
Wells Fargo & Company WFC1.3K$105,1770.01%+781
Federated Hermes ETF Trust FTRB4.3K$103,9430.01%+320
Anglogold Ashanti PLC AU1.1K$100,7870.01%-109
Firstenergy Corp. FE2.3K$99,3920.01%+22
iShares Trust IAGG2.0K$99,0010.01%-979
Franklin Templeton ETF Trust FLIN2.9K$96,9870.01%-1
Wisdomtree Trust EPI2.4K$96,2860.01%no change
Southern Co. SO1.1K$91,5110.01%no change
NextEra Energy Inc. NEE1.2K$87,1840.01%+566
Dimensional ETF Trust DFEM2.1K$85,0800.01%-859
Select Sector SPDR Trust XLU2.0K$80,4480.01%no change
Nextpower Inc. NXT1.0K$77,9300.01%new
iShares Silver Trust SLV1.4K$76,6410.01%-2
Brookfield Asset Management Ltd. BAM1.7K$74,7040.01%no change
Ssga Active Trust XLSR1.0K$66,9260.01%+8
UL Solutions Inc. ULS1.0K$65,6200.01%new
Direxion SHS ETF Trust TNA1.1K$64,4580.01%+151
Fidelity Covington Trust FMDE1.5K$62,3560.01%+4
Hecla Mining Co. HL3.5K$58,9070.01%+351
Devon Energy Corp. DVN1.3K$58,1030.01%+177
Innovator Etfs Trust DDFM2.9K$57,9870.01%-1.3K
Kinder Morgan, Inc. KMI1.9K$56,2600.01%+398
TG Therapeutics, Inc. TGTX1.0K$56,2260.01%no change
Fidelity Covington Trust FREL2.0K$53,4560.01%+1
Americas Gold and Silver Cor USAS11.8K$51,2560.01%+2.0K
SPDR Portfolio Developed World SPDW1.0K$50,9460.01%+52
United Microelectronics Corporation UMC2.0K$49,2490.01%+1.3K
Gitlab Inc. GTLB1.0K$47,2500.01%new
Ford Motor Co. F3.8K$46,2090.01%+3.4K
iShares Trust IFGL2.2K$45,7030.01%+1
Alamos Gold Inc. New AGI1.3K$41,6210.01%+83
Triple Flag Precious Metal TFPM1.3K$41,2550.01%+54
Tractor Supply Co. TSCO1.2K$38,6120.01%+33
Definium Therapeutics Inc. DFTX1.0K$38,0600.00%no change
Oklo Inc. OKLO1.0K$38,0570.00%no change
Jumia Technologies AG JMIA5.5K$36,3360.00%+2.1K
Woodside Energy Group Ltd. WDS1.6K$35,7380.00%+109
Equipmentshare Com Inc. EQPT2.0K$34,7400.00%no change
D-Wave Quantum Inc. QBTS2.1K$34,6150.00%-445
Chipotle Mexican Grill Inc. CMG1.0K$33,5160.00%-14
Abcellera Biologics Inc. ABCL2.3K$32,9150.00%+553
Energy Transfer LP ET1.6K$32,2560.00%+109
Lightbridge Corp. LTBR4.9K$30,6450.00%no change
Regions Financial Corp. RF1.1K$29,5950.00%+427
Umh Pptys Inc. UMH1.8K$27,9660.00%no change
Bitwise Solana Staking ETF BSOL1.7K$27,1640.00%no change
Innovator Etfs Trust DDFZ1.3K$25,6860.00%no change
Tencent Music Entertainment Group TME3.1K$24,7890.00%new
Tetra Technologies Inc. Del TTI4.2K$24,5950.00%no change
Comcast Corp. CMCSA1.0K$22,8210.00%+235
Rigetti Computing Inc. RGTI1.4K$22,3510.00%+1.3K
Bilibili Inc. BILI1.5K$22,2000.00%new
Enovix Corporation ENVX7.5K$21,6930.00%no change
Vermilion Energy Inc. VET1.9K$21,3010.00%+618
Nokia Corporation NOK2.0K$20,2800.00%new
Freyr Battery Inc. TE4.8K$18,6940.00%+2.7K
Kenvue Inc. KVUE1.0K$18,3490.00%-52
Dlocal Ltd DLO1.3K$17,3380.00%+238
Blackberry Ltd BB1.9K$16,8690.00%+1.7K
Kanzhun Limited BZ1.1K$15,7180.00%+925
Compass Pathways PLC CMPS1.2K$15,1770.00%new
Glass Hse Brands Inc. F Class A GLAS2.5K$14,0250.00%no change
United States Antimony Corp. UAMY3.3K$13,6780.00%+2.0K
Energy Fuels Inc. UUUU1.2K$13,0260.00%no change
Vinci Partners Investme VINP1.4K$12,6970.00%new
Cushman & Wakefield Ltd. CWK1.1K$12,6720.00%+1.0K
Noah Hldgs Ltd NOAH1.6K$12,2760.00%+1.5K
Twin Vee Powercats Co. VEEE1.0K$12,1300.00%new
B2GOLD Corp. BTG2.3K$11,8650.00%no change
Invesco Pa Value Mun Inc. Trust VPV1.0K$10,7680.00%new
Poet Technologies Inc. POET1.4K$10,6740.00%+302
TRX Gold Corporation TRX7.9K$9,6070.00%+1.7K
Uranium Energy Corp. UEC1.0K$9,5160.00%-33
Invesco Municipal Trust VKQ1.1K$9,2950.00%new
Gold Royalty Corp. GROY2.9K$8,7000.00%new
Nuscale PWR Corp. SMR1.1K$8,3900.00%no change
Denison Mines Corp. DNN3.2K$8,2310.00%no change
Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp SBS1.5K$8,0710.00%new
Uranium Royalty Corporation COM UROY1.7K$6,7390.00%new
Galiano Gold Inc. GAU3.2K$6,1600.00%+2.5K
Transocean Ltd RIG1.0K$5,3920.00%+1.0K
Purecycle Technologies Inc. PCT1.2K$5,2920.00%new
Aardvark Therapeutics Inc. AARD1.0K$5,2700.00%no change
Vizsla Silver Corp. VZLA1.4K$5,2110.00%new
Gerdau SA GGB1.1K$4,9700.00%+338
Aquestive Therapeutics Inc. AQST1.0K$4,6300.00%-44
Algoma STL Group Inc. ASTL1.1K$4,4040.00%new
Myriad Genetics Inc. MYGN1.0K$4,3100.00%no change
Eos Energy Enterprises Inc. EOSE1.4K$4,2910.00%new
Recursion Pharmaceuticals in RXRX1.0K$4,1300.00%no change
Editas Medicine, Inc. EDIT1.0K$2,5700.00%no change
Gopro Inc. GPRO1.7K$2,2250.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1,147 it sold out of are in the box above.