Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $104M | 13.9% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $60.1M | 8.0% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $58.7M | 7.8% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $41.7M | 5.5% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $40.1M | 5.3% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $35.8M | 4.8% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $35.5M | 4.7% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $31M | 4.1% |
| Procter & Gamble COCOM | COM | $30.2M | 4.0% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $24.2M | 3.2% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $20.7M | 2.8% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $20.4M | 2.7% |
| Fidelity Covington TrustENHANCED INTL | ENHANCED INTL | $17.8M | 2.4% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $16.7M | 2.2% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $15.7M | 2.1% |
| Blackrock ETF TrustISHA LA CORE ETF | ISHA LA CORE ETF | $15.2M | 2.0% |
| iShares TR10-20 YR TRS ETF | 10-20 YR TRS ETF | $15M | 2.0% |
| iShares TRMBS ETF | MBS ETF | $14.2M | 1.9% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $13.8M | 1.8% |
| iShares TRUS AER DEF ETF | US AER DEF ETF | $13.5M | 1.8% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $13.4M | 1.8% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $12.9M | 1.7% |
| Blackrock ETF TrustISHA US THEM ETF | ISHA US THEM ETF | $12.1M | 1.6% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $11.3M | 1.5% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $8.07M | 1.1% |
| Blackrock ETF Trust IIISHA GLO USD ETF | ISHA GLO USD ETF | $8.04M | 1.1% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $4.11M | 0.5% |
| Apple Inc.COM | COM | $2.49M | 0.3% |
| iShares TRCORE 1 5 YR USD | CORE 1 5 YR USD | $2.41M | 0.3% |
| Nvidia CorporationCOM | COM | $2.36M | 0.3% |
| Amazon Com Inc.COM | COM | $1.7M | 0.2% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $1.51M | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.29M | 0.2% |
| Citizens & Northn Corp.COM | COM | $1.14M | 0.2% |
| Blackrock ETF Trust IIISHA FLEX IN ETF | ISHA FLEX IN ETF | $1.11M | 0.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.11M | 0.1% |
| Advanced Micro Devices Inc.COM | COM | $1.09M | 0.1% |
| Direxion Shares ETF TrustDA 500 BU 3X ETF | DA 500 BU 3X ETF | $972K | 0.1% |
| Advanced Drain Sys Inc. DelCOM | COM | $844K | 0.1% |
| Microsoft Corp.COM | COM | $814K | 0.1% |
| Peoples Finl Svcs Corp.COM | COM | $785K | 0.1% |
| PNC Finl Svcs Group Inc.COM | COM | $690K | 0.1% |
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $685K | 0.1% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $638K | 0.1% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $631K | 0.1% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $628K | 0.1% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $588K | 0.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $578K | 0.1% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $505K | 0.1% |
| Micron Technology Inc.COM | COM | $456K | 0.1% |
iShares TRCORE S&P500 ETF$104M
- Class
- CORE S&P500 ETF
- Share
- 13.9%
iShares TRCORE UNIVRSL USD$60.1M
- Class
- CORE UNIVRSL USD
- Share
- 8.0%
SPDR Series TrustST STR P500ETF$58.7M
- Class
- ST STR P500ETF
- Share
- 7.8%
iShares TRS&P 500 GRWT ETF$41.7M
- Class
- S&P 500 GRWT ETF
- Share
- 5.5%
Blackrock ETF TrustISHARES US EQUIT$40.1M
- Class
- ISHARES US EQUIT
- Share
- 5.3%
iShares TRS&P 500 VAL ETF$35.8M
- Class
- S&P 500 VAL ETF
- Share
- 4.8%
Fidelity Merrimack Str TRTOTAL BD ETF$35.5M
- Class
- TOTAL BD ETF
- Share
- 4.7%
iShares TRCORE MSCI TOTAL$31M
- Class
- CORE MSCI TOTAL
- Share
- 4.1%
Procter & Gamble COCOM$30.2M
- Class
- COM
- Share
- 4.0%
iShares Inc.CORE MSCI EMKT$24.2M
- Class
- CORE MSCI EMKT
- Share
- 3.2%
iShares TREAFE GRWTH ETF$20.7M
- Class
- EAFE GRWTH ETF
- Share
- 2.8%
Blackrock ETF TrustISHA I IN TE ETF$20.4M
- Class
- ISHA I IN TE ETF
- Share
- 2.7%
Fidelity Covington TrustENHANCED INTL$17.8M
- Class
- ENHANCED INTL
- Share
- 2.4%
iShares TRCORE S&P MCP ETF$16.7M
- Class
- CORE S&P MCP ETF
- Share
- 2.2%
iShares TRMSCI USA MMENTM$15.7M
- Class
- MSCI USA MMENTM
- Share
- 2.1%
Blackrock ETF TrustISHA LA CORE ETF$15.2M
- Class
- ISHA LA CORE ETF
- Share
- 2.0%
iShares TR10-20 YR TRS ETF$15M
- Class
- 10-20 YR TRS ETF
- Share
- 2.0%
iShares TRMBS ETF$14.2M
- Class
- MBS ETF
- Share
- 1.9%
iShares TRUS TREAS BD ETF$13.8M
- Class
- US TREAS BD ETF
- Share
- 1.8%
iShares TRUS AER DEF ETF$13.5M
- Class
- US AER DEF ETF
- Share
- 1.8%
iShares TREAFE VALUE ETF$13.4M
- Class
- EAFE VALUE ETF
- Share
- 1.8%
Blackrock ETF TrustISHA IN CTRY ETF$12.9M
- Class
- ISHA IN CTRY ETF
- Share
- 1.7%
Blackrock ETF TrustISHA US THEM ETF$12.1M
- Class
- ISHA US THEM ETF
- Share
- 1.6%
Blackrock ETF TrustISHA SYST AL ETF$11.3M
- Class
- ISHA SYST AL ETF
- Share
- 1.5%
iShares TRNATIONAL MUN ETF$8.07M
- Class
- NATIONAL MUN ETF
- Share
- 1.1%
Blackrock ETF Trust IIISHA GLO USD ETF$8.04M
- Class
- ISHA GLO USD ETF
- Share
- 1.1%
iShares Gold TRISHARES NEW$4.11M
- Class
- ISHARES NEW
- Share
- 0.5%
Apple Inc.COM$2.49M
- Class
- COM
- Share
- 0.3%
iShares TRCORE 1 5 YR USD$2.41M
- Class
- CORE 1 5 YR USD
- Share
- 0.3%
Nvidia CorporationCOM$2.36M
- Class
- COM
- Share
- 0.3%
Amazon Com Inc.COM$1.7M
- Class
- COM
- Share
- 0.2%
iShares TRMSCI USA QLT FCT$1.51M
- Class
- MSCI USA QLT FCT
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$1.29M
- Class
- CAP STK CL C
- Share
- 0.2%
Citizens & Northn Corp.COM$1.14M
- Class
- COM
- Share
- 0.2%
Blackrock ETF Trust IIISHA FLEX IN ETF$1.11M
- Class
- ISHA FLEX IN ETF
- Share
- 0.1%
Alphabet Inc.CAP STK CL A$1.11M
- Class
- CAP STK CL A
- Share
- 0.1%
Advanced Micro Devices Inc.COM$1.09M
- Class
- COM
- Share
- 0.1%
Direxion Shares ETF TrustDA 500 BU 3X ETF$972K
- Class
- DA 500 BU 3X ETF
- Share
- 0.1%
Advanced Drain Sys Inc. DelCOM$844K
- Class
- COM
- Share
- 0.1%
Microsoft Corp.COM$814K
- Class
- COM
- Share
- 0.1%
Peoples Finl Svcs Corp.COM$785K
- Class
- COM
- Share
- 0.1%
PNC Finl Svcs Group Inc.COM$690K
- Class
- COM
- Share
- 0.1%
Vanguard Scottsdale FdsVNG RUS1000GRW$685K
- Class
- VNG RUS1000GRW
- Share
- 0.1%
Vanguard Index FdsMID CAP ETF$638K
- Class
- MID CAP ETF
- Share
- 0.1%
iShares TR0-5 YR TIPS ETF$631K
- Class
- 0-5 YR TIPS ETF
- Share
- 0.1%
iShares TRCORE US AGGBD ET$628K
- Class
- CORE US AGGBD ET
- Share
- 0.1%
Vanguard Index FdsVALUE ETF$588K
- Class
- VALUE ETF
- Share
- 0.1%
Vanguard Index FdsS&P 500 ETF SHS$578K
- Class
- S&P 500 ETF SHS
- Share
- 0.1%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$505K
- Class
- VAN FTSE DEV MKT
- Share
- 0.1%
Micron Technology Inc.COM$456K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 1,339 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1696497
- File number
- 028-17659
- Options
- 0 call, 0 put
- In the 25 largest
- 90.7%
- Prior quarter
- $558M at 31 March 2026
- Positions opened
- 375
- Positions closed
- 105
Common questions
What are Stone House Investment Management’s 13F holdings worth?
$752 million across 1,339 positions for the quarter ended 30 June 2026.
What is Stone House Investment Management’s largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $104 million, or 13.9% of reported 13F value, as of 30 June 2026.
How concentrated is Stone House Investment Management’s 13F portfolio?
The ten largest positions accounted for 61.4% of reported value and the twenty-five largest for 90.7%, across 1,339 positions as of 30 June 2026.
Does Form 13F show everything Stone House Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Stone House Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.