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Stone House Investment Management, LLC

Portfolio Manager
Stone House Investment Management, LLC
Performance
-1.86% (2026 Q1)
AUM (13F)
$558.05M
# of Holdings
1069
Performance Rank
Allocation (Top 20)
89.07%

Stone House Investment Management, LLC Holdings Map

Top 50 Stone House Investment Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11.8%100.8K$65.9M
+60.95%(+38.19K)
2025-Q1: 108.5K shares2025-Q2: 56.3K shares2025-Q3: 61.7K shares2025-Q4: 62.7K shares2026-Q1: 100.8K shares
$503.50(+48.11%)
2026-03-31
IUSB
ISHARES TR
8.09%977.2K$45.1M
+3.63%(+34.19K)
2025-Q1: 1.12M shares2025-Q2: 1.12M shares2025-Q3: 997.3K shares2025-Q4: 943.0K shares2026-Q1: 977.2K shares
$46.36(-0.80%)
2026-03-31
IVE
ISHARES TR
6.71%177.2K$37.4M
-10.96%(-21.81K)
2025-Q1: 111.8K shares2025-Q2: 128.8K shares2025-Q3: 138.2K shares2025-Q4: 199.0K shares2026-Q1: 177.2K shares
$193.95(+15.83%)
2026-03-31
IVW
ISHARES TR
6.02%296.8K$33.6M
+5.39%(+15.19K)
2025-Q1: 315.2K shares2025-Q2: 293.1K shares2025-Q3: 279.9K shares2025-Q4: 281.6K shares2026-Q1: 296.8K shares
$86.11(+59.39%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.98%574.0K$33.4M
-12.78%(-84.11K)
2025-Q1: 539.3K shares2025-Q2: 553.3K shares2025-Q3: 638.9K shares2025-Q4: 658.1K shares2026-Q1: 574.0K shares
$46.28(+43.55%)
2026-03-31
IEMG
ISHARES INC
5.6%448.4K$31.3M
-7.38%(-35.71K)
2025-Q1: 168.5K shares2025-Q2: 341.3K shares2025-Q3: 385.0K shares2025-Q4: 484.1K shares2026-Q1: 448.4K shares
$55.01(+49.15%)
2026-03-31
PG
PROCTER & GAMBLE CO
5.39%208.2K$30.1M
-4.93%(-10.79K)
2025-Q1: 208.9K shares2025-Q2: 212.9K shares2025-Q3: 229.5K shares2025-Q4: 219.0K shares2026-Q1: 208.2K shares
$129.35(+9.96%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
5.34%652.9K$29.8M
-18.50%(-148.19K)
2025-Q1: 0 shares2025-Q2: 238.0K shares2025-Q3: 244.6K shares2025-Q4: 801.1K shares2026-Q1: 652.9K shares
$45.99(-1.04%)
2026-03-31
EFV
ISHARES TR
5.11%383.6K$28.5M
-1.61%(-6.29K)
2025-Q1: 327.4K shares2025-Q2: 513.6K shares2025-Q3: 455.1K shares2025-Q4: 389.9K shares2026-Q1: 383.6K shares
$55.97(+40.33%)
2026-03-31
TLH
ISHARES TR
3.28%181.5K$18.3M
+4.31%(+7.51K)
2025-Q1: 88.2K shares2025-Q2: 123.8K shares2025-Q3: 169.7K shares2025-Q4: 174.0K shares2026-Q1: 181.5K shares
$102.80(-3.64%)
2026-03-31

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