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Institutional investment manager
STONE HOUSE INVESTMENT MANAGEMENT, LLC
CIK 0001696497
- Reported holdings value
- $768.17M
- Reported positions
- 215
- Report as of
- 2026-09-30
- Filed on
- 2026-10-23
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 147,012 | $112.59M | 14.66% | +7,712 | +5.54% | Increased |
| IUSB ISHARES TR 46434V613 | CORE UNIVRSL USD Share · SH | 1,652,914 | $72.88M | 9.49% | +349,939 | +26.86% | Increased |
| 78464A854 SPDR SERIES TRUST 78464A854 | ST STR P500ETF Share · SH | 686,366 | $61.61M | 8.02% | +18,907 | +2.83% | Increased |
| IVW ISHARES TR 464287309 | S&P 500 GRWT ETF Share · SH | 314,898 | $44.8M | 5.83% | +11,533 | +3.80% | Increased |
| DYNF BLACKROCK ETF TRUST 09290C103 | ISHARES US EQUIT Share · SH | 615,013 | $42.6M | 5.55% | +24,701 | +4.18% | Increased |
| IVE ISHARES TR 464287408 | S&P 500 VAL ETF Share · SH | 156,876 | $35.81M | 4.66% | -911 | -0.58% | Reduced |
| FBND FIDELITY MERRIMACK STR TR 316188309 | TOTAL BD ETF Share · SH | 778,448 | $33.71M | 4.39% | -1,681 | -0.22% | Reduced |
| IXUS ISHARES TR 46432F834 | CORE MSCI TOTAL Share · SH | 338,653 | $32.17M | 4.19% | +13,633 | +4.19% | Increased |
| PG PROCTER & GAMBLE CO 742718109 | COM Share · SH | 194,270 | $28.22M | 3.67% | -11,723 | -5.69% | Reduced |
| CORO BLACKROCK ETF TRUST 09290C764 | ISHA IN CTRY ETF Share · SH | 716,429 | $26.04M | 3.39% | +363,067 | +102.75% | Increased |
| BLCR BLACKROCK ETF TRUST 09290C855 | ISHA LA CORE ETF Share · SH | 408,185 | $19.98M | 2.60% | +105,476 | +34.84% | Increased |
| FENI FIDELITY COVINGTON TRUST 31609A404 | ENHANCED INTL Share · SH | 479,009 | $19.12M | 2.49% | +36,041 | +8.14% | Increased |
| ACWX ISHARES TR 464288240 | MSCI ACWI EX US Share · SH | 245,933 | $18.6M | 2.42% | — | — | Newly reported |
| BAI BLACKROCK ETF TRUST 09290C780 | ISHA I IN TE ETF Share · SH | 386,378 | $18.23M | 2.37% | -555 | -0.14% | Reduced |
| EFG ISHARES TR 464288885 | EAFE GRWTH ETF Share · SH | 144,889 | $17.36M | 2.26% | -21,688 | -13.02% | Reduced |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 226,368 | $16.29M | 2.12% | +10,290 | +4.76% | Increased |
| IEMG ISHARES INC 46434G103 | CORE MSCI EMKT Share · SH | 180,129 | $14.62M | 1.90% | -112,279 | -38.40% | Reduced |
| GOVT ISHARES TR 46429B267 | US TREAS BD ETF Share · SH | 654,228 | $14.31M | 1.86% | +47,613 | +7.85% | Increased |
| TLH ISHARES TR 464288653 | 10-20 YR TRS ETF Share · SH | 155,163 | $14.3M | 1.86% | +5,297 | +3.53% | Increased |
| EFV ISHARES TR 464288877 | EAFE VALUE ETF Share · SH | 180,158 | $14.26M | 1.86% | +5,581 | +3.20% | Increased |
| THRO BLACKROCK ETF TRUST 09290C806 | ISHA US THEM ETF Share · SH | 290,738 | $12.79M | 1.66% | +9,905 | +3.53% | Increased |
| IALT BLACKROCK ETF TRUST 09290C665 | ISHA SYST AL ETF Share · SH | 421,697 | $12.59M | 1.64% | +18,590 | +4.61% | Increased |
| ITA ISHARES TR 464288760 | US AER DEF ETF Share · SH | 55,291 | $11.46M | 1.49% | -359 | -0.65% | Reduced |
| GGOV BLACKROCK ETF TRUST II 092528835 | ISHA GLO USD ETF Share · SH | 215,966 | $10.82M | 1.41% | +56,074 | +35.07% | Increased |
| MUB ISHARES TR 464288414 | NATIONAL MUN ETF Share · SH | 101,238 | $10.24M | 1.33% | +26,241 | +34.99% | Increased |
| IAU ISHARES GOLD TR 464285204 | ISHARES NEW Share · SH | 58,016 | $4.53M | 0.59% | +3,640 | +6.69% | Increased |
| AAPL APPLE INC 037833100 | COM Share · SH | 8,596 | $2.86M | 0.37% | -10 | -0.12% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 12,264 | $2.8M | 0.36% | +477 | +4.05% | Increased |
| ISTB ISHARES TR 46432F859 | CORE 1 5 YR USD Share · SH | 51,672 | $2.44M | 0.32% | +1,811 | +3.63% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 7,465 | $1.86M | 0.24% | +333 | +4.67% | Increased |
| QUAL ISHARES TR 46432F339 | MSCI USA QLT FCT Share · SH | 6,428 | $1.43M | 0.19% | -463 | -6.72% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 3,833 | $1.32M | 0.17% | +740 | +23.92% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 3,557 | $1.21M | 0.16% | -85 | -2.33% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 2,338 | $1.2M | 0.16% | +157 | +7.20% | Increased |
| AMD ADVANCED MICRO DEVICES INC 007903107 | COM Share · SH | 1,948 | $1.19M | 0.16% | +69 | +3.67% | Increased |
| SPXL DIREXION SHARES ETF TRUST 25459W862 | DA 500 BU 3X ETF Share · SH | 4,056 | $1.14M | 0.15% | +465 | +12.95% | Increased |
| BINC BLACKROCK ETF TRUST II 092528603 | ISHA FLEX IN ETF Share · SH | 21,715 | $1.1M | 0.14% | +454 | +2.14% | Increased |
| CZNC CITIZENS & NORTHN CORP 172922106 | COM Share · SH | 40,765 | $1.02M | 0.13% | -8,325 | -16.96% | Reduced |
| MBB ISHARES TR 464288588 | MBS ETF Share · SH | 10,439 | $935.54K | 0.12% | -140,260 | -93.07% | Reduced |
| STIP ISHARES TR 46429B747 | 0-5 YR TIPS ETF Share · SH | 8,119 | $809.48K | 0.11% | +1,939 | +31.38% | Increased |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 754 | $803.09K | 0.10% | +359 | +90.89% | Increased |
| PFIS PEOPLES FINL SVCS CORP 711040105 | COM Share · SH | 11,343 | $764.03K | 0.10% | -489 | -4.13% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 1,493 | $743.44K | 0.10% | +617 | +70.43% | Increased |
| VONG VANGUARD SCOTTSDALE FDS 92206C680 | VNG RUS1000GRW Share · SH | 5,387 | $694.55K | 0.09% | +24 | +0.45% | Increased |
| WMS ADVANCED DRAIN SYS INC DEL 00790R104 | COM Share · SH | 5,380 | $681.7K | 0.09% | +5 | +0.09% | Increased |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 933 | $654.13K | 0.09% | +92 | +10.94% | Increased |
| VO VANGUARD INDEX FDS 922908629 | MRNGSTR MID CAP Share · SH | 7,950 | $623.41K | 0.08% | — | — | Newly reported |
| PNC PNC FINL SVCS GROUP INC 693475105 | COM Share · SH | 2,775 | $616.85K | 0.08% | -27 | -0.96% | Reduced |
| AGG ISHARES TR 464287226 | CORE US AGGBD ET Share · SH | 6,346 | $599.97K | 0.08% | 0 | 0.00% | Unchanged |
| LMUB ISHARES TR 46438G448 | LONG TERM MUNI Share · SH | 12,138 | $564.55K | 0.07% | — | — | Newly reported |
1–50 of 1,365 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-23. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.