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Stone House Investment Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $768,172,528
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $112,589,016
- ISHARES TR · CORE UNIVRSL USD · 46434V613 · shares: $72,876,965
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $61,608,238
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $44,797,319
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $42,595,780
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $35,811,569
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $33,706,787
- ISHARES TR · CORE MSCI TOTAL · 46432F834 · shares: $32,168,613
- PROCTER & GAMBLE CO · COM · 742718109 · shares: $28,223,602
- BLACKROCK ETF TRUST · ISHA IN CTRY ETF · 09290C764 · shares: $26,042,209
Reported holdings
215 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 5,354 shares | $174,158 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 3,682 shares | $172,575 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 1,327 shares | $146,343 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 1,250 shares | $142,675 |
| FASTENAL CO | COM | 311900104 | — | 2,857 shares | $141,507 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 2,000 shares | $140,300 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 5,130 shares | $139,946 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 1,402 shares | $138,876 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 1,617 shares | $135,957 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,016 shares | $127,681 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 3,040 shares | $126,525 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 2,392 shares | $125,987 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 5,734 shares | $121,217 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 2,562 shares | $117,526 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 1,402 shares | $116,773 |
| WILLIAMS COS INC | COM | 969457100 | — | 1,674 shares | $113,782 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 | — | 82,724 shares | $113,332 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 1,116 shares | $112,861 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | 78463X541 | — | 1,501 shares | $111,000 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 1,112 shares | $107,719 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 | — | 6,618 shares | $107,179 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 2,982 shares | $107,143 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 | — | 2,275 shares | $106,607 |
| WELLS FARGO & CO | COM | 949746101 | — | 1,314 shares | $105,177 |
| FEDERATED HERMES ETF TRUST | TOTA RETU BD ETF | 31423L404 | — | 4,340 shares | $103,943 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 1,073 shares | $100,787 |
| FIRSTENERGY CORP | COM | 337932107 | — | 2,294 shares | $99,392 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 2,012 shares | $99,001 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | 35473P769 | — | 2,896 shares | $96,987 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | — | 2,364 shares | $96,286 |
| SOUTHERN CO | COM | 842587107 | — | 1,104 shares | $91,511 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 1,151 shares | $87,184 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 2,142 shares | $85,080 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 2,040 shares | $80,448 |
| NEXTPOWER INC | COM | 65290E101 | — | 1,000 shares | $77,930 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 1,406 shares | $76,641 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 1,676 shares | $74,704 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 | — | 1,008 shares | $66,926 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 1,000 shares | $65,620 |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | 25459W847 | — | 1,116 shares | $64,458 |
| FIDELITY COVINGTON TRUST | ENH MID COR ETF | 31609A503 | — | 1,544 shares | $62,356 |
| HECLA MINING COMPANY | COM | 422704106 | — | 3,459 shares | $58,907 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 1,262 shares | $58,103 |
| INNOVATOR ETFS TRUST | EQUI DUA 15 MARC | 45784N379 | — | 2,880 shares | $57,987 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 1,866 shares | $56,260 |
| TG THERAPEUTICS INC | COM | 88322Q108 | — | 1,008 shares | $56,226 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | — | 1,967 shares | $53,456 |
| AMERICAS GOLD AND SILVER COR | COM NEW | 03062D803 | — | 11,756 shares | $51,256 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 1,015 shares | $50,946 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 2,011 shares | $49,249 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 1,000 shares | $47,250 |
| FORD MTR CO | COM | 345370860 | — | 3,832 shares | $46,209 |
| ISHARES TR | INTL DEV RE ETF | 464288489 | — | 2,205 shares | $45,703 |
| ALAMOS GOLD INC | COM CL A | 011532108 | — | 1,285 shares | $41,621 |
| TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | — | 1,339 shares | $41,255 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 1,234 shares | $38,612 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 1,000 shares | $38,060 |
| OKLO INC | COM CL A | 02156V109 | — | 1,028 shares | $38,057 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 | — | 5,464 shares | $36,336 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 | — | 1,612 shares | $35,738 |
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 | — | 2,000 shares | $34,740 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 2,089 shares | $34,615 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 1,049 shares | $33,516 |
| ABCELLERA BIOLOGICS INC | COM | 00288U106 | — | 2,256 shares | $32,915 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 1,632 shares | $32,256 |
| LIGHTBRIDGE CORP | COM | 53224K302 | — | 4,872 shares | $30,645 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 1,101 shares | $29,595 |
| UMH PPTYS INC | COM | 903002103 | — | 1,816 shares | $27,966 |
| BITWISE SOLANA STAKING ETF | COM SHS OF BENEF | 091948109 | — | 1,682 shares | $27,164 |
| INNOVATOR ETFS TRUST | EQTY DUL DIRCT15 | 45784N197 | — | 1,300 shares | $25,686 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | — | 3,126 shares | $24,789 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 | — | 4,190 shares | $24,595 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 1,049 shares | $22,821 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | — | 1,420 shares | $22,351 |
| BILIBILI INC | SPONS ADS REP Z | 090040106 | — | 1,478 shares | $22,200 |
| ENOVIX CORPORATION | COM | 293594107 | — | 7,481 shares | $21,693 |
| VERMILION ENERGY INC | COM | 923725105 | — | 1,870 shares | $21,301 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 2,000 shares | $20,280 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 4,843 shares | $18,694 |
| KENVUE INC | COM | 49177J102 | — | 1,039 shares | $18,349 |
| DLOCAL LTD | CLASS A COM | G29018101 | — | 1,260 shares | $17,338 |
| BLACKBERRY LTD | COM | 09228F103 | — | 1,866 shares | $16,869 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | — | 1,062 shares | $15,718 |
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | — | 1,220 shares | $15,177 |
| GLASS HOUSE BRANDS INC | SUB REG LTD VTG | 377130406 | — | 2,500 shares | $14,025 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 | — | 3,280 shares | $13,678 |
| ENERGY FUELS INC | COM NEW | 292671708 | — | 1,181 shares | $13,026 |
| VINCI COMPASS INVESTMENTS LT | COM CL A | G9451V109 | — | 1,358 shares | $12,697 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 | — | 1,073 shares | $12,672 |
| NOAH HLDGS LTD | SPON ADS | 65487X102 | — | 1,552 shares | $12,276 |
| TWIN VEE POWERCATS CO | COM | 90177C309 | — | 1,000 shares | $12,130 |
| B2GOLD CORP | COM | 11777Q209 | — | 2,273 shares | $11,865 |
| INVESCO PA VALUE MUN INC TR | COM | 46132K109 | — | 1,027 shares | $10,768 |
| POET TECHNOLOGIES INC | COM NEW | 73044W302 | — | 1,427 shares | $10,674 |
| TRX GOLD CORPORATION | COM | 87283P109 | — | 7,940 shares | $9,607 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 1,007 shares | $9,516 |
| INVESCO MUNICIPAL TRUST | COM | 46131J103 | — | 1,096 shares | $9,295 |
| GOLD ROYALTY CORP | COMMON SHARES | 38071H106 | — | 2,900 shares | $8,700 |
| NUSCALE PWR CORP | CL A COM | 67079K100 | — | 1,062 shares | $8,390 |
| DENISON MINES CORP | COM | 248356107 | — | 3,178 shares | $8,231 |