Stone House Investment Management, LLC GVAL β€” CAMBRIA ETF TR

Ownership history in Stone House Investment Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Stone House Investment Management, LLC reported CAMBRIA ETF TR (GVAL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows GVAL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stone House Investment Management, LLC's position in CAMBRIA ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GVAL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GVAL stock page Stone House Investment Management, LLC fund profile Stone House Investment Management, LLC full holdings
How Stone House Investment Management, LLC held GVAL β€” position size vs. price
% of Fund (quarterly)    GVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5,250 β€” 0% 0.03% $174K 2026-04-22 $35.40
2025 Q4 REDUCED 40.6% +5.7% ❌ 5,250 -3,586 -40.6% 0.03% $165K 2026-01-21 $33.45
2025 Q3 ADDED β€” β€” β€” 8,836 +735 +9.1% 0.04% $258K 2025-10-27 $29.35
2025 Q2 INITIATED β€” β€” β€” 8,101 β€” β€” 0.04% $221K 2025-08-06 $27.30

🏒 Other funds also holding GVAL

As of 2026 Q2 β€” sorted by position size

ALM First Financial Advisors, LLC 3Y 9.49% Miller Global Investments, LLC 1.17% Whitcomb & Hess, Inc. 3Y 0.08%

FAQ About Stone House Investment Management, LLC and GVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stone House Investment Management, LLC reported owning GVAL?

Stone House Investment Management, LLC reported GVAL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GVAL position in Stone House Investment Management, LLC's portfolio?

The largest reported portfolio weight for GVAL was 0.04% in 2025 Q3.

What is the latest reported GVAL position on this page?

The most recent filing on this page is 2026 Q1, when Stone House Investment Management, LLC reported 5,250 shares, equal to 0.03% of portfolio, with an estimated market value of $174K.

What does the chart on this GVAL ownership page compare?

The chart compares Stone House Investment Management, LLC's quarterly GVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stone House Investment Management, LLC time their GVAL position?

Based on 13F filing dates vs. subsequent GVAL price moves, Stone House Investment Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GVAL relative to SPY over the holding period was +20.9%.

← Back to Stone House Investment Management, LLC Holdings