2026 Q2 Portfolio Activity
In 2026 Q2, Stone House Investment Management, LLC maintained a portfolio of 1444 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 2.03% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 460216.6%. The fund also reduced its exposure to ISHARES TR by 54.5%.
Position History
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Total Positions
1444
Quarter
2026 Q2
Top Holding
IVV (13.9%)
Top 10 Concentration
61.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1444
Stone House Investment Management, LLC Full Holdings List — 2026 Q2
| 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 | 13.87% | 11.80% |
#1
Prev: #1
|
8.5 |
—
|
38,455 | 38.1% |
P
S
|
139,300 | $104,320,536 |
$429.13
+78.5%
|
2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
IUSB
ISHARES TR
|
ETF | 7.99% | 8.09% |
#2
Prev: #2
|
7.2 |
—
|
325,763 | 33.3% |
P
S
|
1,302,975 | $60,132,287 |
$42.13
+7.4%
|
2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
SPLG
SPDR SERIES TRU...
|
ETF | 7.80% | 0.00% |
#3
336
Prev: #339
|
7.1 |
—
|
667,314 | 460216.6% |
P
S
|
667,459 | $58,656,287 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVW
ISHARES TR
|
Warrant | 5.55% | 6.02% |
#4
Prev: #4
|
3.2 |
—
|
6,529 | 2.2% |
P
S
|
303,365 | $41,721,811 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 5.34% | 5.98% |
#5
Prev: #5
|
3.1 |
—
|
16,295 | 2.8% |
P
S
|
590,312 | $40,147,123 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVE
ISHARES TR
|
ETF | 4.76% | 6.71% |
#6
3
Prev: #3
|
2.4 |
—
|
-19,429 | -11.0% |
P
S
|
157,787 | $35,827,121 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 4.72% | 5.34% |
#7
1
Prev: #8
|
3.9 |
—
|
127,244 | 19.5% |
P
S
|
780,129 | $35,488,073 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IXUS
ISHARES TR
|
ETF | 4.12% | 0.00% |
#8
453
Prev: #461
|
4.6 |
—
|
324,966 | 601788.9% |
P
S
|
325,020 | $31,019,923 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 4.02% | 5.39% |
#9
2
Prev: #7
|
2.1 |
—
|
-2,169 | -1.0% |
P
S
|
205,993 | $30,206,776 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IEMG
ISHARES INC
|
ETF | 3.22% | 5.60% |
#10
4
Prev: #6
|
1.3 |
—
|
-155,973 | -34.8% |
P
S
|
292,408 | $24,223,074 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EFG
ISHARES TR
|
Warrant | 2.76% | 3.18% |
#11
Prev: #11
|
1.6 |
—
|
7,481 | 4.7% |
P
S
|
166,577 | $20,725,492 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 2.71% | 2.77% |
#12
2
Prev: #14
|
1.6 |
—
|
-83,035 | -17.7% |
P
S
|
386,933 | $20,399,108 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 2.36% | 2.95% |
#13
Prev: #13
|
1.4 |
—
|
-309 | -0.1% |
P
S
|
442,968 | $17,776,302 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJH
ISHARES TR
|
ETF | 2.21% | 0.10% |
#14
22
Prev: #36
|
3.9 |
—
|
207,625 | 2456.2% |
P
S
|
216,078 | $16,661,763 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.08% | 2.70% |
#15
Prev: #15
|
0.8 |
—
|
-17,078 | -27.2% |
P
S
|
45,709 | $15,670,335 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 2.03% | — |
#16
Prev: #—
|
4.3 |
—
|
302,709 | — |
NEW
|
302,709 | $15,247,452 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TLH
ISHARES TR
|
ETF | 2.00% | 3.28% |
#17
7
Prev: #10
|
1.3 |
—
|
-31,656 | -17.4% |
P
S
|
149,866 | $15,039,060 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MBB
ISHARES TR
|
ETF | 1.89% | 2.40% |
#18
1
Prev: #17
|
2.8 |
—
|
9,802 | 7.0% |
P
S
|
150,699 | $14,244,113 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOVT
ISHARES TR
|
ETF | 1.84% | 2.32% |
#19
1
Prev: #18
|
2.7 |
—
|
40,815 | 7.2% |
P
S
|
606,615 | $13,818,689 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ITA
ISHARES TR
|
ETF | 1.79% | 1.93% |
#20
1
Prev: #19
|
2.7 |
—
|
6,512 | 13.3% |
P
S
|
55,650 | $13,490,742 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EFV
ISHARES TR
|
ETF | 1.78% | 5.11% |
#21
12
Prev: #9
|
0.7 |
—
|
-209,073 | -54.5% |
P
S
|
174,577 | $13,363,880 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CORO
BLACKROCK ETF T...
|
ETF | 1.72% | — |
#22
Prev: #—
|
4.2 |
—
|
353,362 | — |
NEW
|
353,362 | $12,933,049 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 1.61% | 2.70% |
#23
7
Prev: #16
|
0.6 |
—
|
-134,692 | -32.4% |
P
S
|
280,833 | $12,106,698 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IALT
BLACKROCK ETF T...
|
ETF | 1.50% | — |
#24
Prev: #—
|
4.1 |
—
|
403,107 | — |
NEW
|
403,107 | $11,307,151 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MUB
ISHARES TR
|
ETF | 1.07% | 1.20% |
#25
4
Prev: #21
|
2.4 |
—
|
11,722 | 18.5% |
P
S
|
74,997 | $8,071,216 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GGOV
BLACKROCK ETF T...
|
ETF | 1.07% | — |
#26
Prev: #—
|
3.9 |
—
|
159,892 | — |
NEW
|
159,892 | $8,040,969 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.55% | 0.72% |
#27
4
Prev: #23
|
2.2 |
—
|
8,558 | 18.7% |
P
S
|
54,376 | $4,105,959 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.33% | 0.37% |
#28
3
Prev: #25
|
2.1 |
—
|
556 | 6.9% |
P
S
|
8,606 | $2,490,205 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ISTB
ISHARES TR
|
ETF | 0.32% | 0.42% |
#29
5
Prev: #24
|
0.6 |
—
|
1,122 | 2.3% |
P
S
|
49,861 | $2,405,796 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.31% | 0.23% |
#30
4
Prev: #26
|
3.1 |
—
|
4,279 | 57.0% |
P
S
|
11,787 | $2,358,534 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.23% |
#31
4
Prev: #27
|
2.1 |
—
|
984 | 16.0% |
P
S
|
7,132 | $1,699,841 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QUAL
ISHARES TR
|
ETF | 0.20% | 2.96% |
#32
20
Prev: #12
|
0.1 |
—
|
-79,246 | -92.0% |
P
S
|
6,891 | $1,512,195 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.17% | 0.14% |
#33
2
Prev: #31
|
2.6 |
—
|
914 | 33.5% |
P
S
|
3,642 | $1,286,867 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CZNC
CITIZENS & NORT...
|
Financial Services | 0.15% | 0.23% |
#34
6
Prev: #28
|
0.6 |
—
|
-7,283 | -12.9% |
P
S
|
49,090 | $1,144,288 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.15% | 1.17% |
#35
13
Prev: #22
|
0.1 |
—
|
-104,882 | -83.1% |
P
S
|
21,261 | $1,112,811 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.15% | 0.18% |
#36
7
Prev: #29
|
0.6 |
—
|
-361 | -10.5% |
P
S
|
3,093 | $1,105,359 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.15% | 0.07% |
#37
13
Prev: #50
|
0.6 |
—
|
85 | 4.7% |
P
S
|
1,879 | $1,091,530 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPXL
DIREXION SHARES...
|
ETF | 0.13% | 0.02% |
#38
65
Prev: #103
|
3.1 |
—
|
2,863 | 393.3% |
P
S
|
3,591 | $971,859 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMS
ADVANCED DRAIN ...
|
Industrials | 0.11% | 0.12% |
#39
6
Prev: #33
|
2.0 |
—
|
300 | 5.9% |
P
S
|
5,375 | $843,660 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.11% | 0.13% |
#40
8
Prev: #32
|
2.0 |
—
|
261 | 13.6% |
P
S
|
2,181 | $813,683 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PFIS
PEOPLES FINL SV...
|
Financial Services | 0.10% | 0.10% |
#41
3
Prev: #38
|
2.0 |
—
|
1,652 | 16.2% |
P
S
|
11,832 | $785,305 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.09% | 0.07% |
#42
3
Prev: #45
|
2.5 |
—
|
791 | 39.3% |
P
S
|
2,802 | $689,964 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.09% | 0.11% |
#43
8
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
5,363 | $685,445 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.10% |
#44
7
Prev: #37
|
3.0 |
—
|
5,947 | 301.3% |
P
S
|
7,921 | $638,161 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
STIP
ISHARES TR
|
ETF | 0.08% | 0.02% |
#45
62
Prev: #107
|
3.0 |
—
|
5,033 | 438.8% |
P
S
|
6,180 | $631,310 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AGG
ISHARES TR
|
ETF | 0.08% | 0.16% |
#46
16
Prev: #30
|
0.0 |
—
|
-2,640 | -29.4% |
P
S
|
6,346 | $628,089 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.08% | 0.09% |
#47
3
Prev: #44
|
2.0 |
—
|
204 | 8.2% |
P
S
|
2,696 | $587,539 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.06% |
#48
5
Prev: #53
|
2.5 |
—
|
279 | 49.6% |
P
S
|
841 | $577,834 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.07% | 0.07% |
#49
3
Prev: #46
|
2.0 |
—
|
563 | 8.6% |
P
S
|
7,089 | $505,091 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.06% | 0.04% |
#50
22
Prev: #72
|
0.0 |
—
|
-234 | -37.2% |
P
S
|
395 | $455,945 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 1444 holdings