2026 Q1 Portfolio Activity
In 2026 Q1, Stone House Investment Management, LLC maintained a portfolio of 1184 distinct positions. The most significant new addition was ADVANCED DRAIN SYS INC DEL, now representing 0.12% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 60.9%. Conversely, Stone House Investment Management, LLC completely exited their position in SPDR SERIES TRUST.
Position History
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Total Positions
1184
Quarter
2026 Q1
Top Holding
IVV (11.8%)
Top 10 Concentration
63.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1184
Stone House Investment Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 11.80% | 6.66% |
#1
2
Prev: #3
|
9.0 |
—
|
38,188 | 60.9% |
P
S
|
100,845 | $65,872,990 |
$386.12
+96.4%
|
2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | ||
|
IUSB
ISHARES TR
|
ETF | 8.09% | 6.81% |
#2
Prev: #2
|
5.2 |
—
|
34,187 | 3.6% |
P
S
|
977,212 | $45,137,438 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVE
ISHARES TR
|
ETF | 6.71% | 6.55% |
#3
1
Prev: #4
|
4.2 |
—
|
-21,814 | -11.0% |
P
S
|
177,216 | $37,419,134 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVW
ISHARES TR
|
Warrant | 6.02% | 5.39% |
#4
3
Prev: #7
|
4.9 |
—
|
15,193 | 5.4% |
P
S
|
296,836 | $33,575,155 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 5.98% | 6.21% |
#5
Prev: #5
|
3.4 |
—
|
-84,109 | -12.8% |
P
S
|
574,017 | $33,396,294 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEMG
ISHARES INC
|
ETF | 5.60% | 5.05% |
#6
2
Prev: #8
|
2.7 |
—
|
-35,713 | -7.4% |
P
S
|
448,381 | $31,274,565 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 5.39% | 4.87% |
#7
2
Prev: #9
|
2.7 |
—
|
-10,791 | -4.9% |
P
S
|
208,162 | $30,066,915 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 5.34% | 5.73% |
#8
2
Prev: #6
|
2.6 |
—
|
-148,191 | -18.5% |
P
S
|
652,885 | $29,784,606 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EFV
ISHARES TR
|
ETF | 5.11% | 4.32% |
#9
2
Prev: #11
|
2.5 |
—
|
-6,291 | -1.6% |
P
S
|
383,650 | $28,524,360 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TLH
ISHARES TR
|
ETF | 3.28% | 2.75% |
#10
3
Prev: #13
|
1.8 |
—
|
7,506 | 4.3% |
P
S
|
181,522 | $18,282,910 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EFG
ISHARES TR
|
Warrant | 3.18% | 0.27% |
#11
17
Prev: #28
|
4.3 |
—
|
143,759 | 937.3% |
P
S
|
159,096 | $17,718,564 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QUAL
ISHARES TR
|
ETF | 2.96% | 2.60% |
#12
2
Prev: #14
|
1.7 |
—
|
1,889 | 2.2% |
P
S
|
86,137 | $16,521,994 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 2.95% | 1.87% |
#13
6
Prev: #19
|
3.7 |
—
|
114,290 | 34.7% |
P
S
|
443,277 | $16,489,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 2.77% | 2.19% |
#14
3
Prev: #17
|
3.1 |
—
|
45,488 | 10.7% |
P
S
|
469,968 | $15,485,450 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.70% | 2.29% |
#15
1
Prev: #16
|
3.1 |
—
|
3,745 | 6.3% |
P
S
|
62,787 | $15,068,325 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 2.70% | 2.37% |
#16
1
Prev: #15
|
3.1 |
—
|
20,402 | 5.2% |
P
S
|
415,525 | $15,050,317 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MBB
ISHARES TR
|
ETF | 2.40% | 2.00% |
#17
1
Prev: #18
|
1.5 |
—
|
5,560 | 4.1% |
P
S
|
140,897 | $13,378,162 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOVT
ISHARES TR
|
ETF | 2.32% | 0.09% |
#18
23
Prev: #41
|
3.9 |
—
|
541,489 | 2227.3% |
P
S
|
565,800 | $12,962,470 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ITA
ISHARES TR
|
ETF | 1.93% | 0.94% |
#19
4
Prev: #23
|
3.8 |
—
|
20,964 | 74.4% |
P
S
|
49,138 | $10,748,953 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.84% | 1.49% |
#20
1
Prev: #21
|
2.7 |
—
|
12,694 | 6.6% |
P
S
|
204,757 | $10,246,044 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MUB
ISHARES TR
|
ETF | 1.20% | 0.89% |
#21
3
Prev: #24
|
2.5 |
—
|
9,504 | 17.7% |
P
S
|
63,275 | $6,716,648 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.17% | 1.27% |
#22
Prev: #22
|
1.0 |
—
|
-28,820 | -18.6% |
P
S
|
126,143 | $6,550,624 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.72% | 1.61% |
#23
3
Prev: #20
|
0.3 |
—
|
-82,308 | -64.2% |
P
S
|
45,818 | $4,039,311 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ISTB
ISHARES TR
|
ETF | 0.42% | 0.36% |
#24
2
Prev: #26
|
0.7 |
—
|
1,578 | 3.3% |
P
S
|
48,739 | $2,361,876 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.37% | 0.30% |
#25
2
Prev: #27
|
2.1 |
—
|
933 | 13.1% |
P
S
|
8,050 | $2,042,985 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.23% | 0.21% |
#26
4
Prev: #30
|
0.6 |
—
|
329 | 4.6% |
P
S
|
7,508 | $1,309,321 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.22% |
#27
2
Prev: #29
|
0.6 |
—
|
74 | 1.2% |
P
S
|
6,148 | $1,280,444 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CZNC
CITIZENS & NORT...
|
Financial Services | 0.23% | 0.20% |
#28
3
Prev: #31
|
0.6 |
—
|
-7,343 | -11.5% |
P
S
|
56,373 | $1,259,373 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.18% | 0.13% |
#29
8
Prev: #37
|
2.6 |
—
|
681 | 24.6% |
P
S
|
3,454 | $993,106 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AGG
ISHARES TR
|
ETF | 0.16% | 0.14% |
#30
6
Prev: #36
|
0.6 |
—
|
65 | 0.7% |
P
S
|
8,986 | $892,014 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.14% | 0.13% |
#31
7
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
2,728 | $782,615 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.13% | 0.14% |
#32
3
Prev: #35
|
0.6 |
—
|
50 | 2.7% |
P
S
|
1,920 | $710,560 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WMS
ADVANCED DRAIN ...
|
Industrials | 0.12% | — |
#33
Prev: #—
|
3.5 |
—
|
5,075 | — |
NEW
|
5,075 | $695,935 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 0.12% | 0.05% |
#34
23
Prev: #57
|
3.0 |
—
|
7,035 | 101.6% |
P
S
|
13,960 | $643,137 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.11% | 0.10% |
#35
4
Prev: #39
|
0.5 |
—
|
-88 | -1.6% |
P
S
|
5,363 | $588,267 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IJH
ISHARES TR
|
ETF | 0.10% | 0.09% |
#36
6
Prev: #42
|
0.5 |
—
|
31 | 0.4% |
P
S
|
8,453 | $570,859 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.10% | 0.09% |
#37
3
Prev: #40
|
0.5 |
—
|
8 | 0.4% |
P
S
|
1,974 | $566,855 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PFIS
PEOPLES FINL SV...
|
Financial Services | 0.10% | 0.08% |
#38
6
Prev: #44
|
0.5 |
—
|
14 | 0.1% |
P
S
|
10,180 | $542,879 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
OEF
ISHARES TR
|
ETF | 0.09% | 4.44% |
#39
29
Prev: #10
|
0.0 |
—
|
-81,813 | -98.0% |
P
S
|
1,629 | $518,067 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FQAL
FIDELITY COVING...
|
ETF | 0.09% | 0.08% |
#40
3
Prev: #43
|
2.0 |
—
|
378 | 5.6% |
P
S
|
7,111 | $516,262 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.09% | 0.04% |
#41
20
Prev: #61
|
2.5 |
—
|
718 | 32.1% |
P
S
|
2,956 | $501,531 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.09% | 0.05% |
#42
12
Prev: #54
|
2.5 |
—
|
2,458 | 40.8% |
P
S
|
8,476 | $496,185 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IUSV
ISHARES TR
|
ETF | 0.09% | 0.08% |
#43
3
Prev: #46
|
0.5 |
—
|
38 | 0.8% |
P
S
|
4,841 | $494,998 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.09% | 0.07% |
#44
3
Prev: #47
|
0.5 |
—
|
25 | 1.0% |
P
S
|
2,492 | $488,930 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.07% | 0.00% |
#45
754
Prev: #799
|
3.0 |
—
|
2,010 | 201000.0% |
P
S
|
2,011 | $418,487 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.07% | 0.07% |
#46
2
Prev: #48
|
0.5 |
—
|
-880 | -11.9% |
P
S
|
6,526 | $418,186 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.07% | 0.06% |
#47
2
Prev: #49
|
0.5 |
—
|
-34 | -1.6% |
P
S
|
2,100 | $403,017 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
USMV
ISHARES TR
|
ETF | 0.07% | 0.06% |
#48
4
Prev: #52
|
0.5 |
—
|
53 | 1.3% |
P
S
|
4,075 | $377,906 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.07% | 0.06% |
#49
4
Prev: #53
|
0.5 |
—
|
4 | 0.4% |
P
S
|
1,140 | $371,460 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.07% | 0.06% |
#50
1
Prev: #51
|
0.5 |
—
|
-8 | -0.4% |
P
S
|
1,794 | $364,953 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 1184 holdings