DOSSIER · 13F-HR · Q1 2026

Stone House Investment Management, LLC

$558M in tracked AUM across 1,069 positions as of Q1 2026.

SH
CIK 0001696497 · last filed Mar 31, 2026
Total AUM
$558M
as of Q1 2026
Holdings
1,069
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026
Portfolio Overview

Stone House Investment Management, LLC has reported a significant expansion in its portfolio size for the period ending December 31, 2025. The total portfolio value surged by 122.0%, rising from $290.19M to $644.19M. This substantial growth in assets under management (AUM) suggests a period of strong capital inflows or exceptional performance during the quarter.

The portfolio is highly diversified, holding 850 distinct positions. The structure is heavily r...

Key Holdings

The portfolio is characterized by a top-heavy allocation to a few major ETFs, with the top 10 holdings comprising nearly 60% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$66M101K11.8%
02
IUSB
ISHARES TR
$45M977K8.1%
03
IVE
ISHARES TR
$37M177K6.7%
04
IVW
ISHARES TR
$34M297K6.0%
05
DYNF
BLACKROCK ETF TRUST
$33M574K6.0%
06
IEMG
ISHARES INC
$31M448K5.6%
07
PG
PROCTER & GAMBLE CO
$30M208K5.4%
08
FBND
FIDELITY MERRIMACK STR TR
$30M653K5.3%
09
EFV
ISHARES TR
$29M384K5.1%
10
TLH
ISHARES TR
$18M182K3.3%

Filing history

2026Q1Mar 31
$558M 13.4%
1,069 positionsView →
2025Q4Dec 31
$644M 8.5%
850 positionsView →
2025Q3Sep 30
$594M 9.1%
723 positionsView →
2025Q2Jun 30
$544M 140.6%
520 positionsLocked
2025Q1Mar 31
$226M 42.6%
222 positionsLocked
2024Q4Dec 31
$394M 18.7%
50 positionsLocked
2024Q3Sep 30
$484M 25.8%
380 positionsLocked
2024Q2Jun 30
$385M 9.5%
378 positionsLocked
2024Q1Mar 31
$425M 46.7%
400 positionsLocked
2023Q4Dec 31
$290M 0.9%
319 positionsLocked
2023Q3Sep 30
$287M 4.2%
337 positionsLocked
2023Q2Jun 30
$276M 6.8%
339 positionsLocked
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