Stone House Investment Management, LLC

Q3 2026 13F-HR Holdings

Location
Tunkhannock, PA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$768,173
Net value change ($000)
+15,928 (2.1%)
New positions
23
Sold out positions
1146
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWX 18,597 NEW
CORO 13,109 101.4%
IUSB 12,745 21.2%
IVV 8,268 7.9%
BLCR 4,738 31.1%
IVW 3,075 7.4%
SPYM 2,952 5.0%
GGOV 2,779 34.6%
DYNF 2,449 6.1%
MUB 2,164 26.8%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -15,413 -98.4%
MBB -13,308 -93.4%
IEMG -9,604 -39.6%
EFG -3,363 -16.2%
BAI -2,166 -10.6%
ITA -2,036 -15.1%
PG -1,983 -6.6%
FBND -1,781 -5.0%
TLH -738 -4.9%
XOM -403 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type