Stone House Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$558.1M
Q ending 2026-03-31
Prior quarter
$644.2M
Q ending 2025-12-31
Change
-13.4% QoQ · +13.1% YoY
Positions
1,069
reported holdings
Largest positions
Top 100 of 1,069 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $65.9M | 101K |
| Ishares Tr | IUSB | Shares | $45.1M | 977K |
| Ishares Tr | IVE | Shares | $37.4M | 177K |
| Ishares Tr | IVW | Shares | $33.6M | 297K |
| Blackrock Etf Trust | DYNF | Shares | $33.4M | 574K |
| Ishares Inc | IEMG | Shares | $31.3M | 448K |
| Procter & Gamble Co | PG | Shares | $30.1M | 208K |
| Fidelity Merrimack Str Tr | FBND | Shares | $29.8M | 653K |
| Ishares Tr | EFV | Shares | $28.5M | 384K |
| Ishares Tr | TLH | Shares | $18.3M | 182K |
| Ishares Tr | EFG | Shares | $17.7M | 159K |
| Ishares Tr | QUAL | Shares | $16.5M | 86K |
| Fidelity Covington Trust | FENI | Shares | $16.5M | 443K |
| Blackrock Etf Trust | BAI | Shares | $15.5M | 470K |
| Ishares Tr | MTUM | Shares | $15.1M | 63K |
| Blackrock Etf Trust | THRO | Shares | $15.1M | 416K |
| Ishares Tr | MBB | Shares | $13.4M | 141K |
| Ishares Tr | GOVT | Shares | $13.0M | 566K |
| Ishares Tr | ITA | Shares | $10.7M | 49K |
| Ishares Tr | IAGG | Shares | $10.2M | 205K |
| Ishares Tr | MUB | Shares | $6.7M | 63K |
| Blackrock Etf Trust Ii | BINC | Shares | $6.6M | 126K |
| Ishares Gold Tr | IAU | Shares | $4.0M | 46K |
| Ishares Tr | ISTB | Shares | $2.4M | 49K |
| Apple Inc | AAPL | Shares | $2.0M | 8K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 8K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Citizens & Northn Corp | CZNC | Shares | $1.3M | 56K |
| Alphabet Inc | GOOGL | Shares | $993K | 3K |
| Ishares Tr | AGG | Shares | $892K | 9K |
| Alphabet Inc | GOOG | Shares | $783K | 3K |
| Microsoft Corp | MSFT | Shares | $711K | 2K |
| Advanced Drain Sys Inc Del | WMS | Shares | $696K | 5K |
| J P Morgan Exchange Traded F | JPIE | Shares | $643K | 14K |
| Vanguard Scottsdale Fds | VONG | Shares | $588K | 5K |
| Ishares Tr | IJH | Shares | $571K | 8K |
| Vanguard Index Fds | VO | Shares | $567K | 2K |
| Peoples Finl Svcs Corp | PFIS | Shares | $543K | 10K |
| Ishares Tr | OEF | Shares | $518K | 2K |
| Fidelity Covington Trust | FQAL | Shares | $516K | 7K |
| Exxon Mobil Corp | XOM | Shares | $502K | 3K |
| Vanguard Scottsdale Fds | VGSH | Shares | $496K | 8K |
| Ishares Tr | IUSV | Shares | $495K | 5K |
| Vanguard Index Fds | VTV | Shares | $489K | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $418K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $418K | 7K |
| Invesco Exchange Traded Fd T | RSP | Shares | $403K | 2K |
| Ishares Tr | USMV | Shares | $378K | 4K |
| Chubb Ltd Switz | Shares | $371K | 1K | |
| Advanced Micro Devices Inc | AMD | Shares | $365K | 2K |
| Vanguard Charlotte Fds | BNDX | Shares | $349K | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $346K | 1K |
| Vanguard Index Fds | VOO | Shares | $336K | 562 |
| Walmart Inc | WMT | Shares | $331K | 3K |
| Spdr Series Trust | SPTI | Shares | $328K | 11K |
| Vanguard Bd Index Fds | BND | Shares | $321K | 4K |
| Spdr Gold Tr | GLD | Shares | $308K | 715 |
| Tesla Inc | TSLA | Shares | $278K | 749 |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $275K | 5K |
| Ishares Tr | ICVT | Shares | $262K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $254K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $251K | 385 |
| Global X Fds | AIQ | Shares | $244K | 5K |
| Ge Aerospace | GE | Shares | $241K | 848 |
| J P Morgan Exchange Traded F | JMEE | Shares | $240K | 4K |
| Home Depot Inc | HD | Shares | $228K | 693 |
| Wisdomtree Tr | DLN | Shares | $227K | 3K |
| Community Financial System I | CBU | Shares | $223K | 4K |
| Tjx Cos Inc New | TJX | Shares | $223K | 1K |
| Nbt Bancorp Inc | NBTB | Shares | $220K | 5K |
| Vanguard Index Fds | VUG | Shares | $218K | 498 |
| Micron Technology Inc | MU | Shares | $213K | 629 |
| Costco Wholesale Corporation | COST | Shares | $211K | 212 |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $211K | 3K |
| Ishares Inc | EMXC | Shares | $205K | 3K |
| Ugi Corp New | UGI | Shares | $203K | 6K |
| Meta Platforms Inc | META | Shares | $202K | 353 |
| Honeywell Intl Inc | HONGBP | Shares | $198K | 876 |
| Vaneck Etf Trust | GDX | Shares | $197K | 2K |
| Ishares Tr | IYW | Shares | $194K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $192K | 333 |
| Lowes Cos Inc | LOW | Shares | $188K | 794 |
| Chevron Corporation | CVX | Shares | $183K | 886 |
| Ishares Tr | DGRO | Shares | $181K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $178K | 371 |
| Cambria Etf Tr | GVAL | Shares | $174K | 5K |
| Fidelity Covington Trust | FTEC | Shares | $172K | 829 |
| Ge Vernova Inc | GEV | Shares | $172K | 197 |
| Select Sector Spdr Tr | XLV | Shares | $170K | 1K |
| Expand Energy Corporation | EXE | Shares | $170K | 2K |
| Merck & Co Inc | MRK | Shares | $168K | 1K |
| Boeing Co | BA | Shares | $168K | 845 |
| Mcdonalds Corp | MCD | Shares | $167K | 539 |
| Pepsico Inc | PEP | Shares | $163K | 1K |
| Schwab Strategic Tr | SCHD | Shares | $163K | 5K |
| Vanguard Whitehall Fds | VYMI | Shares | $153K | 2K |
| General Dynamics Corp | GD | Shares | $152K | 444 |
| International Business Machs | IBM | Shares | $148K | 612 |
| J P Morgan Exchange Traded F | JEPI | Shares | $144K | 3K |
| Fidelity Merrimack Str Tr | FMUN | Shares | $140K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.