StockDriftsStockDriftsTop 50 Stone House Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.87% | 139.3K | $104.3M | +38.13%(+38.45K) | $555.51(+40.22%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.99% | 1.30M | $60.1M | +33.34%(+325.76K) | $46.30(-1.83%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.8% | 667.5K | $58.7M | +460216.55%(+667.31K) | $81.09(+12.53%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.55% | 303.4K | $41.7M | +2.20%(+6.53K) | $86.90(+62.97%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.34% | 590.3K | $40.1M | +2.84%(+16.30K) | $46.72(+50.17%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.76% | 157.8K | $35.8M | -10.96%(-19.43K) | $193.95(+22.26%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.72% | 780.1K | $35.5M | +19.49%(+127.24K) | $45.91(-2.26%) | 2026-06-30 | |
| IXUS | ISHARES TR | 4.12% | 325.0K | $31.0M | +601788.89%(+324.97K) | $89.59(+9.90%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 4.02% | 206.0K | $30.2M | -1.04%(-2.17K) | $129.35(+10.72%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.22% | 292.4K | $24.2M | -34.79%(-155.97K) | $55.01(+50.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.02% | +44.37% | +6.55% | +37.32% |
| Top 20 Holdings Unweighted | +12.65% | +42.94% | +6.35% | +36.04% |
Stone House Investment Management, LLC reports $752.24M in US-listed equity holdings across 1,339 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.9%), IUSB (8.0%) and SPYM (7.8%). The top 20 holdings account for 83.06% of reported assets. Its disclosed equity book has returned +44.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone House Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696497). View Stone House Investment Management, LLC’s 13F filings on SEC