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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.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFAddedUS$104.32M13.87%
ISHARES TRCORE UNIVRSL USDAddedUS$60.13M7.99%
SPDR SERIES TRUSTST STR P500ETFAddedUS$58.66M7.80%
ISHARES TRS&P 500 GRWT ETFAddedUS$41.72M5.55%
BLACKROCK ETF TRUSTISHARES US EQUITAddedUS$40.15M5.34%
ISHARES TRS&P 500 VAL ETFCutUS$35.83M4.76%
FIDELITY MERRIMACK STR TRTOTAL BD ETFAddedUS$35.49M4.72%
ISHARES TRCORE MSCI TOTALAddedUS$31.02M4.12%
PGPROCTER & GAMBLE COCOMCutUS$30.21M4.02%
IEMGISHARES INCCORE MSCI EMKTCutUS$24.22M3.22%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.