# Stone House Investment Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1696497. Source: https://holderbook.com/funds/1696497-stone-house-investment-management-llc/

- Reported value: $752.2M
- Positions: 1,339
- Weight of the ten largest: 61.4%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $104.3M | 139,300 | 13.9% | 26 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $60.1M | 1,302,975 | 8.0% | 21 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $58.7M | 667,459 | 7.8% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $41.7M | 303,365 | 5.5% | 12 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $40.1M | 590,312 | 5.3% | 10 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $35.8M | 157,787 | 4.8% | 10 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $35.5M | 780,129 | 4.7% | 5 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $31.0M | 325,020 | 4.1% | 12 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $30.2M | 205,993 | 4.0% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $24.2M | 292,408 | 3.2% | 14 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $20.7M | 166,577 | 2.8% | 25 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $20.4M | 386,933 | 2.7% | 4 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $17.8M | 442,968 | 2.4% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $16.7M | 216,078 | 2.2% | 14 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $15.7M | 45,709 | 2.1% | 7 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $15.2M | 302,709 | 2.0% | 1 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $15.0M | 149,866 | 2.0% | 11 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $14.2M | 150,699 | 1.9% | 26 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $13.8M | 606,615 | 1.8% | 31 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $13.5M | 55,650 | 1.8% | 4 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $13.4M | 174,577 | 1.8% | 21 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $12.9M | 353,362 | 1.7% | 1 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $12.1M | 280,833 | 1.6% | 6 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $11.3M | 403,107 | 1.5% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $8.1M | 74,997 | 1.1% | 18 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $8.0M | 159,892 | 1.1% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $4.1M | 54,376 | 0.5% | 14 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.5M | 8,606 | 0.3% | 26 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $2.4M | 49,861 | 0.3% | 18 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.4M | 11,787 | 0.3% | 14 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.7M | 7,132 | 0.2% | 14 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.5M | 6,891 | 0.2% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,642 | 0.2% | 14 |
| CITIZENS & NORTHN CORP | [CZNC](https://holderbook.com/stocks/CZNC/) | $1.1M | 49,090 | 0.2% | 10 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $1.1M | 21,261 | 0.1% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.1M | 3,093 | 0.1% | 14 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1M | 1,879 | 0.1% | 14 |
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $971.9K | 3,591 | 0.1% | 6 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $843.7K | 5,375 | 0.1% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $813.7K | 2,181 | 0.1% | 14 |
| PEOPLES FINL SVCS CORP | [PFIS](https://holderbook.com/stocks/PFIS/) | $785.3K | 11,832 | 0.1% | 26 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $690.0K | 2,802 | 0.1% | 4 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $685.4K | 5,363 | 0.1% | 10 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $638.2K | 7,921 | 0.1% | 14 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $631.3K | 6,180 | 0.1% | 6 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $628.1K | 6,346 | 0.1% | 26 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $587.5K | 2,696 | 0.1% | 6 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $577.8K | 841 | 0.1% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $505.1K | 7,089 | 0.1% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $455.9K | 395 | 0.1% | 6 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $447.6K | 4,641 | 0.1% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $443.3K | 1,354 | 0.1% | 14 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $438.3K | 876 | 0.1% | 6 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $420.0K | 2,009 | 0.1% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $406.9K | 1,912 | 0.1% | 13 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $403.6K | 960 | 0.1% | 14 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $403.1K | 2,949 | 0.1% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $393.2K | 8,538 | 0.1% | 6 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $392.5K | 1,152 | 0.1% | 6 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $389.3K | 6,689 | 0.1% | 6 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $384.4K | 2,250 | 0.1% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $352.4K | 294 | 0.0% | 6 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $337.5K | 5,144 | 0.0% | 6 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $335.4K | 1,126 | 0.0% | 6 |
| COMMUNITY FINANCIAL SYSTEM I | [CBU](https://holderbook.com/stocks/CBU/) | $324.7K | 4,837 | 0.0% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $304.7K | 864 | 0.0% | 14 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $301.4K | 2,661 | 0.0% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $300.2K | 5,315 | 0.0% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $292.9K | 313 | 0.0% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JMEE](https://holderbook.com/stocks/JMEE/) | $291.0K | 3,729 | 0.0% | 6 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $287.0K | 3,321 | 0.0% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $286.8K | 384 | 0.0% | 15 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $281.0K | 3,262 | 0.0% | 6 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $279.6K | 1,769 | 0.0% | 6 |
| NBT BANCORP INC | [NBTB](https://holderbook.com/stocks/NBTB/) | $278.0K | 5,631 | 0.0% | 6 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $270.0K | 733 | 0.0% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $245.4K | 333 | 0.0% | 6 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $244.7K | 2,540 | 0.0% | 3 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $242.5K | 4,750 | 0.0% | 6 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $236.2K | 632 | 0.0% | 6 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $235.1K | 200 | 0.0% | 6 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $230.0K | 4,749 | 0.0% | 6 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $228.8K | 801 | 0.0% | 5 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $221.2K | 1,022 | 0.0% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $221.2K | 393 | 0.0% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $220.3K | 429 | 0.0% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $211.5K | 1,396 | 0.0% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $210.5K | 1,638 | 0.0% | 6 |
| AMEREN CORP | [AEE](https://holderbook.com/stocks/AEE/) | $207.3K | 1,834 | 0.0% | 1 |
| UGI CORP NEW | [UGI](https://holderbook.com/stocks/UGI/) | $206.7K | 5,983 | 0.0% | 6 |
| DIREXION SHARES ETF TRUST | [EDC](https://holderbook.com/stocks/EDC/) | $201.1K | 2,261 | 0.0% | 1 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $196.9K | 6,936 | 0.0% | 6 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $196.1K | 2,587 | 0.0% | 6 |
| DIREXION SHARES ETF TRUST | [MIDU](https://holderbook.com/stocks/MIDU/) | $194.4K | 2,598 | 0.0% | 1 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $193.8K | 2,640 | 0.0% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $190.9K | 1,410 | 0.0% | 6 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $190.4K | 96 | 0.0% | 6 |
| CAMBRIA ETF TR | [GVAL](https://holderbook.com/stocks/GVAL/) | $189.1K | 5,250 | 0.0% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $180.9K | 643 | 0.0% | 6 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $179.6K | 79 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.2% | +14.8% | -3.6% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.7% | +7.8% | -2.1% | 100% |
| Q2 2025 | +7.3% | +10.5% | -3.1% | 100% |
| Q1 2025 | -1.4% | -4.6% | +3.1% | 100% |
| Q4 2024 | -1.6% | +2.1% | -3.7% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $752.2M | 1,339 |
| Q1 2026 | $558.1M | 1,069 |
| Q4 2025 | $644.2M | 850 |
| Q3 2025 | $593.6M | 723 |
| Q2 2025 | $544.0M | 520 |
| Q1 2025 | $493.4M | 437 |
| Q4 2024 | $393.5M | 50 |
| Q3 2024 | $484.2M | 380 |
| Q2 2024 | $384.8M | 377 |
| Q1 2024 | $425.3M | 399 |
| Q4 2023 | $289.9M | 318 |
| Q3 2023 | $287.4M | 336 |