Stone House Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Tunkhannock, PA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
1,339
Total value ($000)
$752,245
Net value change ($000)
+194,191 (34.8%)
New positions
375
Sold out positions
105
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 58,645 533136.4%
IVV 38,448 58.4%
IXUS 31,015 620300.0%
IJH 16,091 2818.0%
BLCR 15,247 NEW
IUSB 14,995 33.2%
CORO 12,933 NEW
IALT 11,307 NEW
IVW 8,147 24.3%
GGOV 8,041 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFV -15,160 -53.1%
QUAL -15,010 -90.8%
IAGG -10,095 -98.5%
IEMG -7,052 -22.5%
BINC -5,438 -83.0%
TLH -3,244 -17.7%
THRO -2,943 -19.6%
IVE -1,592 -4.3%
FQAL -478 -92.6%
IUSV -349 -70.5%
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