§ 13F · FUND PROFILE
Stone House Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $594M (13F)Positions · 723Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 101K | $66M | 11.8% | +61% |
| 2 | IUSB | ISHARES TR | 977K | $45M | 8.1% | +4% |
| 3 | IVE | ISHARES TR | 177K | $37M | 6.7% | −11% |
| 4 | IVW | ISHARES TR | 297K | $34M | 6.0% | +5% |
| 5 | DYNF | BLACKROCK ETF TRUST | 574K | $33M | 6.0% | −13% |
| 6 | IEMG | ISHARES INC | 448K | $31M | 5.6% | −7% |
| 7 | PG | PROCTER & GAMBLE CO | 208K | $30M | 5.4% | −5% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 653K | $30M | 5.3% | −18% |
| 9 | EFV | ISHARES TR | 384K | $29M | 5.1% | −2% |
| 10 | TLH | ISHARES TR | 182K | $18M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
Stone House Investment Management, LLC is a Other fund managing $594 million in assets. The fund runs a broad portfolio of 723 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed