Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stone House Investment Management, LLC (CIK 1696497) reported $558.1M across 1,057 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($65.9M, 11.80%), IUSB ($45.1M, 8.09%), IVE ($37.4M, 6.71%), IVW ($33.6M, 6.02%), DYNF ($33.4M, 5.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.9M | 11.80% | 100,845 | Added |
| 2 | IUSB | ISHARES TR | $45.1M | 8.09% | 977,212 | Added |
| 3 | IVE | ISHARES TR | $37.4M | 6.71% | 177,216 | Trimmed |
| 4 | IVW | ISHARES TR | $33.6M | 6.02% | 296,836 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $33.4M | 5.98% | 574,017 | Trimmed |
| 6 | IEMG | ISHARES INC | $31.3M | 5.60% | 448,381 | Trimmed |
| 7 | PG | PROCTER & GAMBLE CO | $30.1M | 5.39% | 208,162 | Trimmed |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $29.8M | 5.34% | 652,885 | Trimmed |
| 9 | EFV | ISHARES TR | $28.5M | 5.11% | 383,650 | Trimmed |
| 10 | TLH | ISHARES TR | $18.3M | 3.28% | 181,522 | Added |
| 11 | EFG | ISHARES TR | $17.7M | 3.18% | 159,096 | Added |
| 12 | QUAL | ISHARES TR | $16.5M | 2.96% | 86,137 | Added |
| 13 | FENI | FIDELITY COVINGTON TRUST | $16.5M | 2.95% | 443,277 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $15.5M | 2.77% | 469,968 | Added |
| 15 | MTUM | ISHARES TR | $15.1M | 2.70% | 62,787 | Added |
| 16 | THRO | BLACKROCK ETF TRUST | $15.1M | 2.70% | 415,525 | Added |
| 17 | MBB | ISHARES TR | $13.4M | 2.40% | 140,897 | Added |
| 18 | GOVT | ISHARES TR | $13.0M | 2.32% | 565,800 | Added |
| 19 | ITA | ISHARES TR | $10.7M | 1.93% | 49,138 | Added |
| 20 | IAGG | ISHARES TR | $10.2M | 1.84% | 204,757 | Added |
| 21 | MUB | ISHARES TR | $6.7M | 1.20% | 63,275 | Added |
| 22 | BINC | BLACKROCK ETF TRUST II | $6.6M | 1.17% | 126,143 | Trimmed |
| 23 | IAU | ISHARES GOLD TR | $4.0M | 0.72% | 45,818 | Trimmed |
| 24 | ISTB | ISHARES TR | $2.4M | 0.42% | 48,739 | Added |
| 25 | AAPL | APPLE INC | $2.0M | 0.37% | 8,050 | Added |
Source: SEC Form 13F filings · as of 2026-03-31