account_balance

Investment manager · 13F filer · SEC CIK 1696497

Stone House Investment Management, LLC

Reported value$768Mas of Sep 30, 2026
Positions215 21 new, 1,145 sold out
Top 10 weight63.8%IVV alone is 15%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 14.7% Added +6%
IUSB iShares Tr 9.5% Added +27%
SPYM SPDR Series Trust 8.0% Added +3%
IVW iShares Tr 5.8% Added +4%
DYNF BlackRock ETF Trust 5.5% Added +4%
IVE iShares Tr 4.7% Held
FBND Fidelity Merrimack STR Tr 4.4% Held
IXUS iShares Tr 4.2% Added +4%
PG Procter & Gamble Co 3.7% Trimmed −6%
CORO BlackRock ETF Trust 3.4% Added +103%
BLCR BlackRock ETF Trust 2.6% Added +35%
FENI Fidelity Covington Trust 2.5% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • ACWX $18.6M
  • LMUB $565K
  • VGT $128K
  • PSEP $107K
arrow_upwardAdded
  • CORO +103%
  • GGOV +35%
  • MUB +35%
  • BLCR +35%
arrow_downwardTrimmed
  • IEMG −38%
  • EFG −13%
  • PG −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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