Stone House Investment Management, LLC

Q3 2025 13F-HR Holdings

Location
Tunkhannock, PA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
723
Total value ($000)
$593,567
Net value change ($000)
+49,545 (9.1%)
New positions
252
Sold out positions
49
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAI 14,361 NEW
OEF 13,900 104.9%
DYNF 7,690 25.5%
IVV 6,340 18.2%
ITA 5,278 NEW
SPY 4,949 9.2%
TLH 4,896 38.9%
IEMG 4,892 23.9%
IAU 3,979 70.8%
IVE 3,377 13.4%
Top Reduces (Value $000, Stocks/ETFs)
IYW -12,337 -90.2%
EFG -10,289 -75.0%
IUSB -4,969 -9.6%
QUAL -3,925 -11.7%
EFV -1,737 -5.3%
MUB -468 -7.3%
EMXC -455 -55.9%
CZNC -367 -19.5%
HEFA -258 -65.5%
FUTY -253 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type