Stone House Investment Management, LLC holds a focused book of 1337 stocks worth $752.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Ishares S&P 500 Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +10.2%, a 2.0-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Stone House Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stone House Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $5.2B |
| IFP Advisors, Inc | 80 / 80 | $1.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $19.2B |
| ASSETMARK, INC | 79 / 80 | $14.6B |
| Arax Advisory Partners | 79 / 80 | $4.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $23.3B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $7.1B |
| Global Retirement Partners, LLC | 78 / 80 | $2.4B |
Ranked by how many of Stone House Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $104.3M | 139.3K | 13.9% | ▲+38% Added · +38K sh | |
| 2 | Ishares TR CORE UNIVRSL USD | $60.1M | 1.30M | 8.0% | ▲+33% Added · +326K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $58.7M | 667.5K | 7.8% | ▲5k× Added · +667K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $41.7M | 303.4K | 5.5% | ▲+2.2% Added · +7K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $40.1M | 590.3K | 5.3% | ▲+2.8% Added · +16K sh | |
| 6 | Ishares TR S&P 500 VAL ETF | $35.8M | 157.8K | 4.8% | ▼−11% Reduced · −19K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $35.5M | 780.1K | 4.7% | ▲+19% Added · +127K sh | |
| 8 | Ishares TR CORE MSCI TOTAL | $31.0M | 325.0K | 4.1% | ▲6k× Added · +325K sh | |
| 9 | Procter & Gamble Co COM | $30.2M | 206.0K | 4.0% | ▼−1.0% Reduced · −2K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $24.2M | 292.4K | 3.2% | ▼−35% Reduced · −156K sh | |
| 11 | Ishares TR EAFE GRWTH ETF | $20.7M | 166.6K | 2.8% | ▲+4.7% Added · +7K sh | |
| 12 | BlackRock ETF Trust ISHA I IN TE ETF | $20.4M | 386.9K | 2.7% | ▼−18% Reduced · −83K sh | |
| 13 | Fidelity Covington Trust ENHANCED INTL | $17.8M | 443.0K | 2.4% | ▼−0.1% Reduced · −309 sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $16.7M | 216.1K | 2.2% | ▲26× Added · +208K sh | |
| 15 | Ishares TR MSCI USA MMENTM | $15.7M | 45.7K | 2.1% | ▼−27% Reduced · −17K sh | |
| 16 | BlackRock ETF Trust ISHA LA CORE ETF | $15.2M | 302.7K | 2.0% | ▲New New position | |
| 17 | Ishares TR 10-20 YR TRS ETF | $15.0M | 149.9K | 2.0% | ▼−17% Reduced · −32K sh | |
| 18 | Ishares TR MBS ETF | $14.2M | 150.7K | 1.9% | ▲+7.0% Added · +10K sh | |
| 19 | Ishares TR US TREAS BD ETF | $13.8M | 606.6K | 1.8% | ▲+7.2% Added · +41K sh | |
| 20 | Ishares TR US AER DEF ETF | $13.5M | 55.6K | 1.8% | ▲+13% Added · +7K sh | |
| 21 | Ishares TR EAFE VALUE ETF | $13.4M | 174.6K | 1.8% | ▼−54% Reduced · −209K sh | |
| 22 | BlackRock ETF Trust ISHA IN CTRY ETF | $12.9M | 353.4K | 1.7% | ▲New New position | |
| 23 | BlackRock ETF Trust ISHA US THEM ETF | $12.1M | 280.8K | 1.6% | ▼−32% Reduced · −135K sh | |
| 24 | BlackRock ETF Trust ISHA SYST AL ETF | $11.3M | 403.1K | 1.5% | ▲New New position | |
| 25 | Ishares TR NATIONAL MUN ETF | $8.1M | 75.0K | 1.1% | ▲+19% Added · +12K sh | |
| 26 | BlackRock ETF Trust II ISHA GLO USD ETF | $8.0M | 159.9K | 1.1% | ▲New New position | |
| 27 | Ishares Gold TR ISHARES NEW | $4.1M | 54.4K | 0.5% | ▲+19% Added · +9K sh | |
| 28 | Apple Inc COM | $2.5M | 8.6K | 0.3% | ▲+6.9% Added · +556 sh | |
| 29 | Ishares TR CORE 1 5 YR USD | $2.4M | 49.9K | 0.3% | ▲+2.3% Added · +1K sh | |
| 30 | Nvidia Corporation COM | $2.4M | 11.8K | 0.3% | ▲+57% Added · +4K sh | |
| 31 | Amazon Com Inc COM | $1.7M | 7.1K | 0.2% | ▲+16% Added · +984 sh | |
| 32 | Ishares TR MSCI USA QLT FCT | $1.5M | 6.9K | 0.2% | ▼−92% Reduced · −79K sh | |
| 33 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.2% | ▲+34% Added · +914 sh | |
| 34 | Citizens & Northn Corp COM | $1.1M | 49.1K | 0.2% | ▼−13% Reduced · −7K sh | |
| 35 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.1M | 21.3K | 0.1% | ▼−83% Reduced · −105K sh | |
| 36 | Alphabet Inc CAP STK CL A | $1.1M | 3.1K | 0.1% | ▼−10% Reduced · −361 sh | |
| 37 | Advanced Micro Devices Inc COM | $1.1M | 1.9K | 0.1% | ▲+4.7% Added · +85 sh | |
| 38 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $972K | 3.6K | 0.1% | ▲+393% Added · +3K sh | |
| 39 | Advanced Drain Sys Inc Del COM | $844K | 5.4K | 0.1% | ▲+5.9% Added · +300 sh | |
| 40 | Microsoft Corp COM | $814K | 2.2K | 0.1% | ▲+14% Added · +261 sh | |
| 41 | Peoples Finl Svcs Corp COM | $785K | 11.8K | 0.1% | ▲+16% Added · +2K sh | |
| 42 | PNC Finl Svcs Group Inc COM | $690K | 2.8K | 0.1% | ▲+39% Added · +791 sh | |
| 43 | Vanguard Scottsdale FDS VNG RUS1000GRW | $685K | 5.4K | 0.1% | —Held | |
| 44 | Vanguard Index FDS MID CAP ETF | $638K | 7.9K | 0.1% | ▲+301% Added · +6K sh | |
| 45 | Ishares TR 0-5 YR TIPS ETF | $631K | 6.2K | 0.1% | ▲+439% Added · +5K sh | |
| 46 | Ishares TR CORE US AGGBD ET | $628K | 6.3K | 0.1% | ▼−29% Reduced · −3K sh | |
| 47 | Vanguard Index FDS VALUE ETF | $588K | 2.7K | 0.1% | ▲+8.2% Added · +204 sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $578K | 841 | 0.1% | ▲+50% Added · +279 sh | |
| 49 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $505K | 7.1K | 0.1% | ▲+8.6% Added · +563 sh | |
| 50 | Micron Technology Inc COM | $456K | 395 | 0.1% | ▼−37% Reduced · −234 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1696497/holdings"
Use Arkolith to show Stone House Investment Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.