Stone House Investment Management, LLC

Registered adviser

CIK

1696497

Location

TUNKHANNOCK, PA

Portfolio Value

Small $753,122,592

Diversification

Highly concentrated

Filing Date

Global Rank

#3,020 / 8,818 ▲ 432 · as of Jun 2026

Top Industry

Household & Personal Products 50.6%

Period ended 28 days ago

Filed Oct 23, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 139410

Roster of Oct 1, 2026

Regulatory AUM

$841,676,886

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$841,676,886	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$669,913,449	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$544,513,722	Individuals and high net worth (99%)
May 2023 to Mar 2024	$401,506,483	Individuals and high net worth (100%)
Apr 2023	$401,506,483	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$407,701,531	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.3% of the book (60%+)

Turnover

Medium turnover

45.7% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.5 quarters (12+), a floor since 22.1% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.1%; sector active share 79.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

215 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

56.2%

−1.7 pts

Top 5

90.2%

+0.7 pts

Top 10

95.7%

+1.4 pts

HHI

3,578

Highly concentrated−109

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.6%	$697,326,098	91
Consumer Defensive	3.9%	$29,097,929	6
Technology	1.3%	$9,889,951	18
Financial Services	0.8%	$5,723,486	18
Communication Services	0.4%	$3,068,952	8
Consumer Cyclical	0.3%	$2,556,467	8
Industrials	0.2%	$1,590,497	12
Healthcare	0.2%	$1,402,531	16
Energy	0.2%	$1,234,210	15
Utilities	0.1%	$720,065	7
Basic Materials	0.1%	$471,768	14
Real Estate	0.0%	$40,638	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CORO		+363,067	716,429	$26,042,194
IUSB	iShares Core Universal USD Bond ETF	+349,939	1,652,914	$72,876,978
BLCR		+105,476	408,185	$19,984,737
GGOV		+56,074	215,966	$10,819,896
GOVT	iShares U.S. Treasury Bond ETF	+47,613	654,228	$14,307,966
FENI	Fidelity Enhanced International ETF	+36,041	479,009	$19,117,249
NAK	Northern Dynasty Minerals Ltd	+31,149	82,724	$113,331
MUB	iShares National Muni Bond ETF	+26,241	101,238	$10,235,161
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+24,701	615,013	$42,595,800
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+18,907	686,366	$61,608,212
IALT		+18,590	421,697	$12,591,872
IXUS	iShares Core MSCI Total International Stock ETF	+13,633	338,653	$32,168,648
IVW	iShares S&P 500 Growth ETF	+11,533	314,898	$44,797,389
IJH	iShares Core S&P Mid-Cap ETF	+10,290	226,368	$16,287,177
THRO		+9,905	290,738	$12,786,657
IVV	iShares Core S&P 500 ETF	+7,712	147,012	$112,589,140
EFV	iShares MSCI EAFE Value ETF	+5,581	180,158	$14,257,704
TLH	iShares 10-20 Year Treasury Bond ETF	+5,297	155,163	$14,301,373
IAU	Ishares Gold Trust	+3,640	58,016	$4,531,049
F	Ford Motor Co	+3,359	3,832	$46,213
TE	T1 Energy Inc.	+2,733	4,843	$18,693
GAU	Galiano Gold Inc.	+2,500	3,175	$6,159
JMIA	Jumia Technologies AG	+2,086	5,464	$36,335
USAS	Americas Gold & Silver Corp	+2,035	11,756	$51,256
UAMY	United States Antimony Corp	+2,000	3,280	$13,677
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MBB	iShares MBS ETF	−140,260	10,439	$935,543
IEMG	iShares Trust	−112,279	180,129	$0
MTUM	iShares MSCI USA Momentum Factor ETF	−44,900	809	$256,728
EFG	iShares MSCI EAFE Growth ETF	−21,688	144,889	$17,362,048
PG	PROCTER & GAMBLE Co	−11,723	194,270	$28,223,545
CZNC	Citizens & Northern Corp	−8,325	40,765	$1,019,940
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−3,512	3,177	$182,868
FBTC	Fidelity Wise Origin Bitcoin Fund	−2,113	2,637	$191,551
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−1,806	5,130	$139,946
JPIE	JPMorgan Income ETF	−1,732	6,806	$305,521
FBND	Fidelity Total Bond ETF	−1,681	778,448	$33,706,798
DDFM		−1,305	2,880	$57,987
VEA	Vanguard FTSE Developed Markets ETF	−1,222	5,867	$414,268
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	−1,139	2,590	$190,572
BNDX	Vanguard Total International Bond ETF	−1,067	3,682	$172,575
VUG	VANGUARD GROWTH INDEX FUND	−1,030	2,232	$201,125
IAGG	iShares Core International Aggregate Bond ETF	−979	2,012	$98,990
IVE	iShares S&P 500 Value ETF	−911	156,876	$35,811,653
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−859	2,142	$85,080
VTV	VANGUARD VALUE INDEX FUND	−783	1,913	$413,361
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−640	2,000	$140,300
BAI	BlackRock ETF Trust	−555	386,378	$18,233,177
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	−539	1,116	$112,861
PFIS	Peoples Financial Services Corp.	−489	11,343	$764,064
QUAL	iShares MSCI USA Quality Factor ETF	−463	6,428	$1,428,558
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
ACWX	iShares MSCI ACWI ex U.S. ETF	245,933	$18,597,453
LMUB	iShares Long-Term National Muni Bond ETF	12,138	$564,538
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,016	$127,680
PSEP		2,275	$106,606
NXT	Nextpower Inc.	1,000	$77,930
ULS	UL Solutions Inc.	1,000	$65,620
GTLB	Gitlab Inc.	1,000	$47,250
TME	Tencent Music Entertainment Group	3,126	$24,789
BILI	Bilibili Inc.	1,478	$22,199
NOK	Nokia Corp	2,000	$20,280
CMPS	COMPASS Pathways plc	1,220	$15,176
VINP	Vinci Compass Investments Ltd.	1,358	$12,697
VEEE	Twin Vee PowerCats, Co.	1,000	$12,130
VPV	Invesco Pennsylvania Value Municipal Income Trust	1,027	$10,773
VKQ	Invesco Municipal Trust	1,096	$9,294
GROY	Gold Royalty Corp.	2,900	$8,700
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	1,520	$8,071
PCT	PureCycle Technologies, Inc.	1,200	$5,292
VZLA	Vizsla Silver Corp.	1,375	$5,211
ASTL	Algoma Steel Group Inc.	1,056	$4,403
EOSE	Eos Energy Enterprises, Inc.	1,400	$4,291
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	864	$304,715
TLT	iShares 20+ Year Treasury Bond ETF	3,321	$287,000
GE	General Electric Co	632	$236,197
GEV	GE Vernova Inc.	200	$234,972
FIX	Comfort Systems USA Inc	96	$190,267
SNDK	Sandisk Corp	79	$179,624
LOW	Lowes Companies Inc	798	$175,951
OEF	iShares S&P 100 ETF	464	$169,763
MAR	Marriott International Inc	426	$157,871
GD	General Dynamics Corp	445	$157,636
DE	Deere & Co	239	$151,604
UNH	Unitedhealth Group Inc	361	$150,042
TPL	Texas Pacific Land Corp	337	$147,484
MKL	Markel Group Inc.	75	$146,475
FMUN	Fidelity Systematic Municipal Bond Index ETF	2,821	$142,206
PM	Philip Morris International Inc.	784	$141,833
ABBV	AbbVie Inc.	535	$134,627
CRWD	CrowdStrike Holdings, Inc.	170	$129,733
AZO	Autozone Inc	40	$127,837
PANW	Palo Alto Networks Inc	367	$125,154
NSC	Norfolk Southern Corp	394	$123,948
IYW	iShares, Inc.	462	$116,530
AMAT	Applied Materials Inc	159	$114,957
STX	Seagate Technology Holdings plc	118	$113,870
IJR	iShares Core S&P Small-Cap ETF	756	$112,122
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

215 tracked positions · $753,122,592 total · filing declares 215 positions · $768,172,528 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 215 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	147,012	+7,712	$112,589,140	+7.9%	14.95%
IUSB	iShares Core Universal USD Bond ETF	Added	1,652,914	+349,939	$72,876,978	+21.2%	9.68%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	686,366	+18,907	$61,608,212	+5.0%	8.18%
IVW	iShares S&P 500 Growth ETF	Added	314,898	+11,533	$44,797,389	+7.4%	5.95%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	615,013	+24,701	$42,595,800	+6.1%	5.66%
IVE	iShares S&P 500 Value ETF	Reduced	156,876	-911	$35,811,653	−0.0%	4.76%
FBND	Fidelity Total Bond ETF	Reduced	778,448	-1,681	$33,706,798	−5.0%	4.48%
IXUS	iShares Core MSCI Total International Stock ETF	Added	338,653	+13,633	$32,168,648	+3.7%	4.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	194,270	-11,723	$28,223,545	−6.6%	3.75%
CORO		Added	716,429	+363,067	$26,042,194	+101.4%	3.46%
BLCR		Added	408,185	+105,476	$19,984,737	+31.1%	2.65%
FENI	Fidelity Enhanced International ETF	Added	479,009	+36,041	$19,117,249	+7.5%	2.54%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	245,933	NEW	$18,597,453	NEW	2.47%
BAI	BlackRock ETF Trust	Reduced	386,378	-555	$18,233,177	−10.6%	2.42%
EFG	iShares MSCI EAFE Growth ETF	Reduced	144,889	-21,688	$17,362,048	−16.2%	2.31%
IJH	iShares Core S&P Mid-Cap ETF	Added	226,368	+10,290	$16,287,177	−2.2%	2.16%
GOVT	iShares U.S. Treasury Bond ETF	Added	654,228	+47,613	$14,307,966	+3.5%	1.90%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	155,163	+5,297	$14,301,373	−4.9%	1.90%
EFV	iShares MSCI EAFE Value ETF	Added	180,158	+5,581	$14,257,704	+6.7%	1.89%
THRO		Added	290,738	+9,905	$12,786,657	+5.6%	1.70%
IALT		Added	421,697	+18,590	$12,591,872	+11.4%	1.67%
ITA	iShares U.S. Aerospace & Defense ETF	Reduced	55,291	-359	$11,455,189	−15.1%	1.52%
GGOV		Added	215,966	+56,074	$10,819,896	+34.6%	1.44%
MUB	iShares National Muni Bond ETF	Added	101,238	+26,241	$10,235,161	+26.8%	1.36%
IAU	Ishares Gold Trust	Added	58,016	+3,640	$4,531,049	+10.4%	0.60%
AAPL	Apple Inc. Technology	Reduced	8,596	-10	$2,862,639	+15.0%	0.38%
NVDA	Nvidia Corp Technology	Added	12,264	+477	$2,800,852	+18.8%	0.37%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	51,672	+1,811	$2,441,502	+1.5%	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,465	+333	$1,859,904	+9.4%	0.25%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	6,428	-463	$1,428,558	−5.5%	0.19%
GOOGL	Alphabet Inc. Communication Services	Added	3,833	+740	$1,318,858	+19.3%	0.18%
GOOG	Alphabet Inc. Communication Services	Reduced	3,557	-85	$1,212,012	−5.8%	0.16%
MSFT	Microsoft Corp Technology	Added	2,338	+157	$1,199,160	+47.4%	0.16%
AMD	Advanced Micro Devices Inc Technology	Added	1,948	+69	$1,191,708	+9.2%	0.16%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	Added	4,056	+465	$1,140,141	+17.3%	0.15%
BINC		Added	21,715	+454	$1,102,904	−0.9%	0.15%
CZNC	Citizens & Northern Corp Financial Services	Reduced	40,765	-8,325	$1,019,940	−10.9%	0.14%
MBB	iShares MBS ETF	Reduced	10,439	-140,260	$935,543	−93.4%	0.12%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	8,119	+1,939	$809,464	+28.2%	0.11%
MU	Micron Technology Inc Technology	Added	754	+359	$803,092	+76.1%	0.11%
PFIS	Peoples Financial Services Corp. Financial Services	Reduced	11,343	-489	$764,064	−2.7%	0.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,493	+617	$743,439	+69.6%	0.10%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	5,387	+24	$694,545	+1.3%	0.09%
WMS	Advanced Drainage Systems, Inc. Industrials	Added	5,380	+5	$681,699	−19.2%	0.09%
VOO	VANGUARD 500 INDEX FUND	Added	933	+92	$653,902	+13.2%	0.09%
VO	VANGUARD MID-CAP INDEX FUND	Added	7,950	+29	$623,439	−2.3%	0.08%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,775	-27	$616,771	−10.6%	0.08%
AGG	iShares Core U.S. Aggregate Bond ETF	Held	6,346	0	$599,950	−4.5%	0.08%
LMUB	iShares Long-Term National Muni Bond ETF	NEW	12,138	NEW	$564,538	NEW	0.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,680	+326	$555,794	+25.4%	0.07%

Showing the top 50 of 215 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.