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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited
Page 1 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 139,300.0 $104.3M 13.87% +38K +38.1% $748.89 +2.9%
2 IUSB ISHARES TR 1,302,975.0 $60.1M 7.99% +326K +33.3% $46.15 -1.6%
3 SPYM SPDR SERIES TRUST 667,459.0 $58.7M 7.80% +667K +10000.0% $87.88 +2.8%
4 IVW ISHARES TR 303,365.0 $41.7M 5.55% +7K +2.2% $137.53 +1.6%
5 DYNF BLACKROCK ETF TRUST 590,312.0 $40.1M 5.34% +16K +2.8% $68.01 +2.4%
6 FBND FIDELITY MERRIMACK STR TR 780,129.0 $35.5M 4.72% +127K +19.5% $45.49 -1.3%
7 IXUS ISHARES TR 325,020.0 $31.0M 4.12% +325K +10000.0% $95.44 +1.1%
8 EFG ISHARES TR 166,577.0 $20.7M 2.75% +7K +4.7% $124.42 +0.3%
9 IJH ISHARES TR 216,078.0 $16.7M 2.21% +208K +2456.2% $77.11 +0.2%
10 MBB ISHARES TR 150,699.0 $14.2M 1.89% +10K +7.0% $94.52 -1.5%
11 GOVT ISHARES TR 606,615.0 $13.8M 1.84% +41K +7.2% $22.78 -1.4%
12 ITA ISHARES TR 55,650.0 $13.5M 1.79% +7K +13.2% $242.42 +4.0%
13 MUB ISHARES TR 74,997.0 $8.1M 1.07% +12K +18.5% $107.62 -2.1%
14 IAU ISHARES GOLD TR Financial Services 54,376.0 $4.1M 0.55% +9K +18.7% $75.51 +8.2%
15 AAPL APPLE INC Technology 8,606.0 $2.5M 0.33% +556.0 +6.9% $289.36 +7.1%
16 ISTB ISHARES TR 49,861.0 $2.4M 0.32% +1K +2.3% $48.25 -0.4%
17 NVDA NVIDIA CORPORATION Technology 11,787.0 $2.4M 0.31% +4K +57.0% $200.10 +9.8%
18 AMZN AMAZON COM INC Consumer Cyclical 7,132.0 $1.7M 0.23% +984.0 +16.0% $238.34 +8.9%
19 GOOG ALPHABET INC Communication Services 3,642.0 $1.3M 0.17% +914.0 +33.5% $353.34 -3.4%
20 AMD ADVANCED MICRO DEVICES INC Technology 1,879.0 $1.1M 0.14% +85.0 +4.7% $580.91 -16.6%
Page 1 of 21  ·  419 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 45.6%
Financial Services 16.4%
Technology 14.2%
Consumer Cyclical 5.7%
Industrials 4.9%
Communication Services 4.3%
Healthcare 3.0%
Energy 2.4%
Utilities 1.8%
Basic Materials 1.4%