Stone House Investment Management, LLC

Est. AUM

$558.0M

13F long equity, this entity only

Positions

1,069

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$65.9M	100845	11.80%	SOLE
2	ISHARES TR	CORE UNIVRSL USD	$45.1M	977212	8.09%	SOLE
3	ISHARES TR	S&P 500 VAL ETF	$37.4M	177216	6.71%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$33.6M	296836	6.02%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$33.4M	574017	5.98%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$31.3M	448381	5.60%	SOLE
7	PROCTER & GAMBLE CO	COM	$30.1M	208162	5.39%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$29.8M	652885	5.34%	SOLE
9	ISHARES TR	EAFE VALUE ETF	$28.5M	383650	5.11%	SOLE
10	ISHARES TR	10-20 YR TRS ETF	$18.3M	181522	3.28%	SOLE
11	ISHARES TR	EAFE GRWTH ETF	$17.7M	159096	3.18%	SOLE
12	ISHARES TR	MSCI USA QLT FCT	$16.5M	86137	2.96%	SOLE
13	FIDELITY COVINGTON TRUST	ENHANCED INTL	$16.5M	443277	2.96%	SOLE
14	BLACKROCK ETF TRUST	ISHARES A I INNO	$15.5M	469968	2.78%	SOLE
15	ISHARES TR	MSCI USA MMENTM	$15.1M	62787	2.70%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$15.1M	415525	2.70%	SOLE
17	ISHARES TR	MBS ETF	$13.4M	140897	2.40%	SOLE
18	ISHARES TR	US TREAS BD ETF	$13.0M	565800	2.32%	SOLE
19	ISHARES TR	US AER DEF ETF	$10.7M	49138	1.93%	SOLE
20	ISHARES TR	CORE INTL AGGR	$10.2M	204757	1.84%	SOLE
21	ISHARES TR	NATIONAL MUN ETF	$6.7M	63275	1.20%	SOLE
22	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$6.6M	126143	1.17%	SOLE
23	ISHARES GOLD TR	ISHARES NEW	$4.0M	45818	0.72%	SOLE
24	ISHARES TR	CORE 1 5 YR USD	$2.4M	48739	0.42%	SOLE
25	APPLE INC	COM	$2.0M	8050	0.37%	SOLE
26	NVIDIA CORPORATION	COM	$1.3M	7508	0.23%	SOLE
27	AMAZON COM INC	COM	$1.3M	6148	0.23%	SOLE
28	CITIZENS & NORTHN CORP	COM	$1.3M	56373	0.23%	SOLE
29	ALPHABET INC	CAP STK CL A	$993K	3454	0.18%	SOLE
30	ISHARES TR	CORE US AGGBD ET	$892K	8986	0.16%	SOLE
31	ALPHABET INC	CAP STK CL C	$783K	2728	0.14%	SOLE
32	MICROSOFT CORP	COM	$711K	1920	0.13%	SOLE
33	ADVANCED DRAIN SYS INC DEL	COM	$696K	5075	0.12%	SOLE
34	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$643K	13960	0.12%	SOLE
35	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$588K	5363	0.11%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$571K	8453	0.10%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$567K	1974	0.10%	SOLE
38	PEOPLES FINL SVCS CORP	COM	$543K	10180	0.10%	SOLE
39	ISHARES TR	S&P 100 ETF	$518K	1629	0.09%	SOLE
40	FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$516K	7111	0.09%	SOLE
41	EXXON MOBIL CORP	COM	$502K	2956	0.09%	SOLE
42	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$496K	8476	0.09%	SOLE
43	ISHARES TR	CORE S&P US VLU	$495K	4841	0.09%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$489K	2492	0.09%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$418K	6526	0.07%	SOLE
46	PNC FINL SVCS GROUP INC	COM	$418K	2011	0.07%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$403K	2100	0.07%	SOLE
48	ISHARES TR	MSCI USA MIN VOL	$378K	4075	0.07%	SOLE
49	CHUBB LTD SWITZ	COM	$371K	1140	0.07%	SOLE
50	ADVANCED MICRO DEVICES INC	COM	$365K	1794	0.07%	SOLE

1–50 of 1,069

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.