Stone House Investment Management
Stone House Investment Management reported 215 stocks worth $768M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (14.7%), IUSB (9.5%) and SPYM (8.0%). Compared with Q2 2026, the fund opened new positions in ACWX, LMUB and XOM, added to IVV, IUSB and SPYM, trimmed IVE, FBND and PG and sold out of XOM, HD and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $113M | 14.7% | 147K | +7,712 (+6%) | 8 of 8 | |
| 2 |  IUSB Ishares Core | $72.9M | 9.5% | 1.7M | +350K (+27%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $61.6M | 8.0% | 686K | +19K (+3%) | 4 of 8 | |
| 4 |  IVW Ishares TR | $44.8M | 5.8% | 315K | +12K (+4%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $42.6M | 5.5% | 615K | +25K (+4%) | 8 of 8 | |
| 6 |  IVE Ishares TR | $35.8M | 4.7% | 157K | −911 (−1%) | 8 of 8 | |
| 7 |  FBND Fidelity Total Bond ETF | $33.7M | 4.4% | 778K | −1,681 (−0%) | 6 of 8 | |
| 8 |  IXUS Ishares Core Msci Totl | $32.2M | 4.2% | 339K | +14K (+4%) | 8 of 8 | |
| 9 |  PG Procter & Gamble Co | $28.2M | 3.7% | 194K | −12K (−6%) | 8 of 8 | |
| 10 |  CORO Ishares International Country Rotation Active ETF | $26M | 3.4% | 716K | +363K (+103%) | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $403K | 2,949 |
 HD Home Depot Inc | $305K | 864 |
 TLT Ishares TR | $287K | 3,321 |
 GE GE Aerospace | $236K | 632 |
 GEV GE Vernova Inc | $235K | 200 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Stone House Investment Management 13F FAQ
What does Stone House Investment Management own?
Stone House Investment Management reported 215 stocks worth $768M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (14.7%), IUSB (9.5%) and SPYM (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Stone House Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 106 added to, 45 trimmed and 1,145 sold out. New positions include ACWX, LMUB and XOM. It sold all of XOM, HD and TLT.
When will Stone House Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stone House Investment Management's portfolio worth?
The Q3 2026 filing reports $768M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.