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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) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 147,012 shares | $112,589,016 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 1,652,914 shares | $72,876,965 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 686,366 shares | $61,608,238 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 314,898 shares | $44,797,319 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 615,013 shares | $42,595,780 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 156,876 shares | $35,811,569 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 778,448 shares | $33,706,787 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 338,653 shares | $32,168,613 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 194,270 shares | $28,223,602 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 716,429 shares | $26,042,209 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 408,185 shares | $19,984,748 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 479,009 shares | $19,117,266 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 245,933 shares | $18,597,453 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 386,378 shares | $18,233,158 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 144,889 shares | $17,362,004 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 226,368 shares | $16,287,208 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 180,129 shares | $14,619,265 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 654,228 shares | $14,307,969 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 155,163 shares | $14,301,373 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 180,158 shares | $14,257,692 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 290,738 shares | $12,786,660 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 421,697 shares | $12,591,872 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 55,291 shares | $11,455,130 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 215,966 shares | $10,819,897 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 101,238 shares | $10,235,200 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 58,016 shares | $4,531,078 |
| APPLE INC | COM | 037833100 | — | 8,596 shares | $2,862,604 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 12,264 shares | $2,800,936 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 51,672 shares | $2,441,493 |
| AMAZON COM INC | COM | 023135106 | — | 7,465 shares | $1,859,905 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 6,428 shares | $1,428,457 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,833 shares | $1,318,703 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,557 shares | $1,212,162 |
| MICROSOFT CORP | COM | 594918104 | — | 2,338 shares | $1,199,060 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,948 shares | $1,191,689 |
| DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | 25459W862 | — | 4,056 shares | $1,140,226 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 21,715 shares | $1,102,917 |
| CITIZENS & NORTHN CORP | COM | 172922106 | — | 40,765 shares | $1,019,940 |
| ISHARES TR | MBS ETF | 464288588 | — | 10,439 shares | $935,535 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 8,119 shares | $809,476 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 754 shares | $803,093 |
| PEOPLES FINL SVCS CORP | COM | 711040105 | — | 11,343 shares | $764,033 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,493 shares | $743,439 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 5,387 shares | $694,546 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 5,380 shares | $681,700 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 933 shares | $654,134 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 7,950 shares | $623,414 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 2,775 shares | $616,853 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 6,346 shares | $599,970 |
| ISHARES TR | LONG TERM MUNI | 46438G448 | — | 12,138 shares | $564,550 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,680 shares | $555,955 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 3,187 shares | $518,738 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 4,544 shares | $442,758 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 5,867 shares | $414,269 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,913 shares | $413,361 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 1,919 shares | $399,090 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,589 shares | $390,577 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 5,880 shares | $383,141 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,009 shares | $377,916 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,161 shares | $377,547 |
| ELI LILLY & CO | COM | 532457108 | — | 319 shares | $368,969 |
| TESLA INC | COM | 88160R101 | — | 974 shares | $345,408 |
| META PLATFORMS INC | CL A | 30303M102 | — | 462 shares | $334,858 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 447 shares | $330,892 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 425 shares | $323,803 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 6,806 shares | $305,521 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,134 shares | $299,594 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 5,315 shares | $298,809 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 319 shares | $290,490 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 | — | 4,837 shares | $287,995 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 755 shares | $287,534 |
| NBT BANCORP INC | COM | 628778102 | — | 5,631 shares | $282,447 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 809 shares | $256,655 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,137 shares | $250,109 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,707 shares | $248,100 |
| WALMART INC | COM | 931142103 | — | 2,383 shares | $247,687 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 2,540 shares | $246,888 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 439 shares | $242,095 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 912 shares | $241,390 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 801 shares | $240,348 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 4,971 shares | $235,327 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,111 shares | $226,877 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,415 shares | $219,572 |
| DIREXION SHARES ETF TRUST | DAI MAR BUL ETF | 25490K281 | — | 2,835 shares | $217,256 |
| UGI CORP NEW | COM | 902681105 | — | 5,988 shares | $213,580 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,232 shares | $201,126 |
| METLIFE INC | COM | 59156R108 | — | 2,134 shares | $200,937 |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 132061409 | — | 5,250 shares | $198,660 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 2,599 shares | $195,938 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 2,637 shares | $191,552 |
| PEPSICO INC | COM | 713448108 | — | 1,511 shares | $191,418 |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | — | 2,590 shares | $190,572 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,127 shares | $189,747 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 2,150 shares | $188,770 |
| BOEING CO | COM | 097023105 | — | 1,007 shares | $187,352 |
| DIREXION SHARES ETF TRUST | DAIL MID CAP ETF | 25459W730 | — | 3,124 shares | $184,865 |
| TJX COS INC NEW | COM | 872540109 | — | 1,392 shares | $184,151 |
| CORNING INC | COM | 219350105 | — | 1,197 shares | $184,028 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 3,177 shares | $182,868 |
| AMEREN CORP | COM | 023608102 | — | 1,834 shares | $182,263 |