Stone House Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Tunkhannock, PA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
1,069
Total value ($000)
$558,054
Net value change ($000)
-86,136 (-13.4%)
New positions
334
Sold out positions
115
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVV 22,957 53.5%
EFG 15,972 914.3%
GOVT 12,402 2214.6%
ITA 4,700 77.7%
FENI 4,456 37.0%
BAI 1,350 9.6%
IUSB 1,249 2.8%
MUB 958 16.6%
WMS 696 NEW
EFV 678 2.4%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -63,981 -100.0%
OEF -28,100 -98.2%
IXUS -27,775 -100.0%
FBND -7,097 -19.2%
DYNF -6,625 -16.6%
IAU -6,361 -61.2%
IVE -4,789 -11.3%
EMB -3,238 -98.0%
BINC -1,626 -19.9%
PG -1,311 -4.2%
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