Stone House Investment Management, LLC

CIK: 0001696497Latest portfolio: $644.2M · Q4 2025

Holdings

850

Total Value

$644.2M

New Positions

844

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYMSPDR SERIES TRUST
797,710$64.0M9.93%NEW
2
IUSBISHARES TR
943,025$43.9M6.81%NEW
3
IVVISHARES TR
62,657$42.9M6.66%NEW
4
IVEISHARES TR
199,030$42.2M6.55%NEW
5
DYNFBLACKROCK ETF TRUST
658,126$40.0M6.21%NEW
6
FBNDFIDELITY MERRIMACK STR TR
801,076$36.9M5.73%NEW
7
IVWISHARES TR
281,643$34.7M5.39%NEW
8
IEMGISHARES INC
484,094$32.5M5.05%NEW
9
PGPROCTER AND GAMBLE CO
218,953$31.4M4.87%NEW
10
OEFISHARES TR
83,442$28.6M4.44%NEW
11
EFVISHARES TR
389,941$27.8M4.32%NEW
12
IXUSISHARES TR
328,212$27.8M4.31%NEW
13
TLHISHARES TR
174,016$17.7M2.75%NEW
14
QUALISHARES TR
84,248$16.7M2.60%NEW
15
THROBLACKROCK ETF TRUST
395,123$15.2M2.36%NEW
16
MTUMISHARES TR
59,042$14.8M2.29%NEW
17
BAIBLACKROCK ETF TRUST
424,480$14.1M2.19%NEW
18
MBBISHARES TR
135,337$12.9M2.00%NEW
19
FENIFIDELITY COVINGTON TRUST
328,987$12.0M1.87%NEW
20
IAU*ISHARES GOLD TR
128,126$10.4M1.61%NEW
21
IAGGISHARES TR
192,063$9.6M1.49%NEW
22
BINCBLACKROCK ETF TRUST II
154,963$8.2M1.27%NEW
23
ITA*ISHARES TR
28,174$6.0M0.94%NEW
24
MUBISHARES TR
53,771$5.8M0.89%NEW
25
EMBISHARES TR
34,308$3.3M0.51%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.9341338904385217e+138T)
Industrials0.0% ($2.611371221138976e+114T)
Healthcare0.0% ($1.3012911287797957e+82T)
Consumer Cyclical0.0% ($1.402342215209203e+79T)
Unknown0.0% ($1.0399604898555926e+71T)
Basic Materials0.0% ($5.337292624211716e+63T)
Energy0.0% ($2.6916215811167595e+61T)
Consumer Defensive0.0% ($3.1378296182141106e+39T)
Utilities0.0% ($2.081771289996675e+34T)
Communication Services0.0% ($8.678563125732222e+27T)
Real Estate0.0% ($40292884310.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$644.2M850
Q3 2025Oct 27, 2025$593.6B0
Q2 2025Aug 6, 2025$544.0B520
Q1 2025May 13, 2025$493.4B437
Q4 2024Feb 13, 2025$393.5B50

Fund Information

CIK0001696497
Most Recent FilingJan 21, 2026
Number of Filings5

Stone House Investment Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $644.2M across 850 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 850 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.