Stone House Investment Management, LLC

Stone House Investment Management, LLC reported 215 holdings worth US$768M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 23, 2026

Stone House Investment Management, LLC reported 215 holdings worth US$768M as of Sep 30, 2026. Largest: iShares Core S&P 500 ETF, iShares Core Total USD Bond Market ETF and State Street SPDR Portfolio S&P 500 ETF. Filed Oct 23, 2026 (Form 13F).

Holdings
215
Value as reported
US$768M

The filing in full

CompanySharesValue as reported% of portfolio
iShares Core S&P 500 ETF147KUS$113M14.7%
iShares Core Total USD Bond Market ETF1.65MUS$72.9M9.5%
State Street SPDR Portfolio S&P 500 ETF686KUS$61.6M8.0%
iShares S&P 500 Growth ETF315KUS$44.8M5.8%
iShares U.S. Equity Factor Rotation Active ETF615KUS$42.6M5.5%
iShares S&P 500 Value ETF157KUS$35.8M4.7%
Fidelity Total Bond ETF778KUS$33.7M4.4%
iShares Core MSCI Total International Stock ETF339KUS$32.2M4.2%
Procter & Gamble Company (the)194KUS$28.2M3.7%
iShares International Country Rotation Active ETF716KUS$26M3.4%
iShares Large Cap Core Active ETF408KUS$20M2.6%
Fidelity Enhanced International ETF479KUS$19.1M2.5%
iShares MSCI ACWI ex U.S. ETF246KUS$18.6M2.4%
iShares A.I. Innovation and Tech Active ETF386KUS$18.2M2.4%
iShares MSCI EAFE Growth ETF145KUS$17.4M2.3%
iShares Core S&P Mid-Cap ETF226KUS$16.3M2.1%
iShares Core MSCI Emerging Markets ETF180KUS$14.6M1.9%
iShares U.S. Treasury Bond ETF654KUS$14.3M1.9%
iShares 10-20 Year Treasury Bond ETF155KUS$14.3M1.9%
iShares MSCI EAFE Value ETF180KUS$14.3M1.9%
iShares U.S. Thematic Rotation Active ETF291KUS$12.8M1.7%
iShares Systematic Alternatives Active ETF422KUS$12.6M1.6%
iShares U.S. Aerospace & Defense ETF55,291US$11.5M1.5%
iShares Global Government Bond USD Hedged Active ETF216KUS$10.8M1.4%
iShares National Muni Bond ETF101KUS$10.2M1.3%
iShares Gold Trust58,016US$4.53M0.59%
Apple Inc8,596US$2.86M0.37%
Nvidia Corporation12,264US$2.8M0.36%
Alphabet Inc (google) Class C7,390US$2.53M0.33%
iShares Core 1-5 Year USD Bond ETF51,672US$2.44M0.32%
Amazon.com, Inc.7,465US$1.86M0.24%
iShares MSCI USA Quality Factor ETF6,428US$1.43M0.19%
Microsoft Corp.2,338US$1.2M0.16%
Advanced Micro Devices Inc1,948US$1.19M0.16%
Direxion Daily S&P 500 Bull 3X ETF4,056US$1.14M0.15%
iShares Flexible Income Active ETF21,715US$1.1M0.14%
Citizens & Northern Corp40,765US$1.02M0.13%
iShares MBS ETF10,439US$936K0.12%
iShares 0-5 Year TIPS Bond ETF8,119US$809K0.11%
Micron Technology, Inc.754US$803K0.10%
Peoples Financial Services Corp.11,343US$764K0.10%
Berkshire Hathaway Inc.1,493US$743K0.10%
Vanguard Russell 1000 Growth ETF5,387US$695K0.09%
Advanced Drainage Systems, Inc.5,380US$682K0.09%
Vanguard S&P 500 ETF933US$654K0.09%
Vanguard Morningstar Mid-Cap ETF7,950US$623K0.08%
Pnc Financial Services Group, Inc. (the)2,775US$617K0.08%
iShares Core U.S. Aggregate Bond ETF6,346US$600K0.08%
iShares Long-Term National Muni Bond ETF12,138US$565K0.07%
Jp Morgan Chase & Co.1,680US$556K0.07%
iShares MSCI USA Min Vol Factor ETF4,544US$443K0.06%
Vanguard FTSE Developed Markets ETF5,867US$414K0.05%
Vanguard Morningstar Value ETF1,913US$413K0.05%
Invesco S&P 500 Equal Weight ETF1,919US$399K0.05%
Space Exploration Technologies Corp2,589US$391K0.05%
Global X Artificial Intelligence & Technology ETF5,880US$383K0.05%
Morgan Stanley2,009US$378K0.05%
Eli Lilly And Company319US$369K0.05%
Tesla, Inc.974US$345K0.04%
Meta Platforms, Inc.462US$335K0.04%
Invesco QQQ Trust447US$331K0.04%
State Street SPDR S&P 500 ETF425US$324K0.04%
JPMorgan Income ETF6,806US$306K0.04%
Marvell Technology, Inc.1,134US$300K0.04%
JPMorgan Equity Premium Income ETF5,315US$299K0.04%
Costco Wholesale Corporation319US$290K0.04%
Community Financial System, Inc.4,837US$288K0.04%
SPDR Gold Shares755US$288K0.04%
Nbt Bancorp Inc.5,631US$282K0.04%
iShares MSCI USA Momentum Factor ETF809US$257K0.03%
International Business Machines Corporation1,137US$250K0.03%
Merck & Company, Inc.1,707US$248K0.03%
Walmart Inc.2,383US$248K0.03%
WisdomTree U.S. LargeCap Dividend Fund2,540US$247K0.03%
Mastercard Incorporated439US$242K0.03%
Johnson & Johnson912US$241K0.03%
Fidelity MSCI Information Technology Index ETF801US$240K0.03%
iShares Bitcoin Trust ETF4,971US$235K0.03%
Chevron Corporation1,111US$227K0.03%
Vanguard High Dividend Yield Index ETF1,415US$220K0.03%
Direxion Daily MSCI Emerging Markets Bull 3X ETF2,835US$217K0.03%
Ugi Corporation5,988US$214K0.03%
Vanguard Morningstar Growth ETF2,232US$201K0.03%
Metlife, Inc.2,134US$201K0.03%
Cambria Global Value ETF5,250US$199K0.03%
iShares Core Dividend Growth ETF2,599US$196K0.03%
Fidelity Wise Origin Bitcoin Fund2,637US$192K0.02%
Pepsico, Inc.1,511US$191K0.02%
JPMorgan Small & Mid Cap Enhanced Equity ETF2,590US$191K0.02%
State Street Health Care Select Sector SPDR ETF1,127US$190K0.02%
VanEck Gold Miners ETF2,150US$189K0.02%
Boeing Company (the)1,007US$187K0.02%
Direxion Daily Mid Cap Bull 3X ETF3,124US$185K0.02%
Tjx Companies, Inc. (the)1,392US$184K0.02%
Corning Incorporated1,197US$184K0.02%
Vanguard Short-Term Treasury ETF3,177US$183K0.02%
Ameren Corporation1,834US$182K0.02%
Schwab US Dividend Equity ETF5,354US$174K0.02%
Vanguard Total International Bond ETF3,682US$173K0.02%
iShares Core S&P US Value ETF1,327US$146K0.02%

Every holding of Stone House Investment Management, LLC

Source

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