Stone House Investment Management, LLC
CIK 1696497
13F filing for Q2 2026・No. 3,074
- Holdings
- US$752.24M
- Quarter change
- +US$194.19M
- Entries
- 1,339
- Net bought (estimate)
- +US$131.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 375
- Sold out 105
- Cut 156
- Added 430
- Corporate actions 2
- Unchanged 376
Largest holdings
1,337 stocks worth US$752.24M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 139,300 | US$104.32M | 13.87% |
| ISHARES TRCORE UNIVRSL USD | Added | 1,302,975 | US$60.13M | 7.99% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 667,459 | US$58.66M | 7.80% |
| ISHARES TRS&P 500 GRWT ETF | Added | 303,365 | US$41.72M | 5.55% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 590,312 | US$40.15M | 5.34% |
| ISHARES TRS&P 500 VAL ETF | Cut | 157,787 | US$35.83M | 4.76% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 780,129 | US$35.49M | 4.72% |
| ISHARES TRCORE MSCI TOTAL | Added | 325,020 | US$31.02M | 4.12% |
| PGPROCTER & GAMBLE COCOM | Cut | 205,993 | US$30.21M | 4.02% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 292,408 | US$24.22M | 3.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.