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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) |
|---|---|---|---|---|---|
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | — | 1,520 shares | $8,071 |
| URANIUM RTY CORP | COM | 91703D100 | — | 1,668 shares | $6,739 |
| GALIANO GOLD INC | COM | 36352H100 | — | 3,175 shares | $6,160 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | — | 1,029 shares | $5,392 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | — | 1,200 shares | $5,292 |
| AARDVARK THERAPEUTICS INC | COM | 002942100 | — | 1,000 shares | $5,270 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 | — | 1,375 shares | $5,211 |
| GERDAU SA | SPON ADR REP PFD | 373737105 | — | 1,053 shares | $4,970 |
| AQUESTIVE THERAPEUTICS INC | COM | 03843E104 | — | 1,000 shares | $4,630 |
| ALGOMA STL GROUP INC | COM | 015658107 | — | 1,056 shares | $4,404 |
| MYRIAD GENETICS INC | COM | 62855J104 | — | 1,000 shares | $4,310 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 1,400 shares | $4,291 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 | — | 1,000 shares | $4,130 |
| EDITAS MEDICINE INC | COM | 28106W103 | — | 1,000 shares | $2,570 |
| GOPRO INC | CL A | 38268T103 | — | 1,725 shares | $2,225 |