Stone House Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Tunkhannock, PA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
850
Total value ($000)
$644,190
Net value change ($000)
+50,623 (8.5%)
New positions
230
Sold out positions
102
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYM 63,992 NEW
FBND 25,573 226.1%
IVE 13,662 47.9%
FENI 12,034 NEW
IEMG 7,161 28.2%
MTUM 4,882 49.3%
IXUS 3,549 14.6%
DYNF 2,200 5.8%
IVV 1,649 4.0%
OEF 1,471 5.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -58,642 -99.5%
QUAL -12,800 -43.3%
IWV -5,749 -97.5%
PG -3,880 -11.0%
EFV -3,023 -9.8%
IUSB -2,694 -5.8%
EFA -2,331 -97.4%
EFG -1,679 -49.0%
STIP -757 -86.4%
SPMO -607 -89.5%
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