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SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
+12.77%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$752M
AUM Growth
+$194M
Cap. Flow
+$129M
Cap. Flow %
17.17%
Top 10 Hldgs %
61.38%
Holding
1,439
New
370
Increased
432
Reduced
159
Closed
100

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$56.9M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$30.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15M

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.6M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.2M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$10.1M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$5.57M

Sector Composition

Rank Sector Weight
1 Miscellaneous 91.23%
2 Consumer Staples 4.22%
3 Technology 1.31%
4 Financials 0.88%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$889B
$104M 13.87%
139,300
+38,455
+38% +$28M
IUSB icon
2
iShares Core Universal USD Bond ETF
IUSB
$43.5B
$60.1M 7.99%
1,302,975
+325,763
+33% +$15M
SPYM
3
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$58.7M 7.8%
667,459
+667,314
+460,217% +$56.9M
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$77.1B
$41.7M 5.55%
303,365
+6,529
+2% +$862K
DYNF icon
5
BlackRock US Equity Factor Rotation ETF
DYNF
$41.6B
$40.1M 5.34%
590,312
+16,295
+3% +$1.06M
IVE icon
6
iShares S&P 500 Value ETF
IVE
$50.1B
$35.8M 4.76%
157,787
-19,429
-11% -$4.34M
FBND icon
7
Fidelity Total Bond ETF
FBND
$28.1B
$35.5M 4.72%
780,129
+127,244
+19% +$5.8M
IXUS icon
8
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$31M 4.12%
325,020
+324,966
+601,789% +$30.5M
PG icon
9
Procter & Gamble
PG
$340B
$30.2M 4.02%
205,993
-2,169
-1% -$316K
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$24.2M 3.22%
292,408
-155,973
-35% -$12.4M
EFG icon
11
iShares MSCI EAFE Growth ETF
EFG
$17B
$20.7M 2.76%
166,577
+7,481
+5% +$902K
BAI
12
iShares A.I. Innovation and Tech Active ETF
BAI
$14.1B
$20.4M 2.71%
386,933
-83,035
-18% -$3.77M
FENI icon
13
Fidelity Enhanced International ETF
FENI
$11.5B
$17.8M 2.36%
442,968
-309
-0.1% -$12.2K
IJH icon
14
iShares Core S&P Mid-Cap ETF
IJH
$126B
$16.7M 2.21%
216,078
+207,625
+2,456% +$15.2M
MTUM icon
15
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$15.7M 2.08%
45,709
-17,078
-27% -$5.1M
BLCR icon
16
BlackRock Large Cap Core ETF
BLCR
$6.78B
$15.2M 2.03%
+302,709
New +$14.6M
TLH icon
17
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$15M 2%
149,866
-31,656
-17% -$3.16M
MBB icon
18
iShares MBS ETF
MBB
$39.5B
$14.2M 1.89%
150,699
+9,802
+7% +$927K
GOVT icon
19
iShares US Treasury Bond ETF
GOVT
$42B
$13.8M 1.84%
606,615
+40,815
+7% +$930K
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$13.5B
$13.5M 1.79%
55,650
+6,512
+13% +$1.48M
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$32.2B
$13.4M 1.78%
174,577
-209,073
-54% -$16.2M
CORO
22
iShares International Country Rotation Active ETF
CORO
$8.48B
$12.9M 1.72%
+353,362
New +$12.5M
THRO
23
iShares U.S. Thematic Rotation Active ETF
THRO
$6.8B
$12.1M 1.61%
280,833
-134,692
-32% -$5.57M
IALT
24
iShares Systematic Alternatives Active ETF
IALT
$5.52B
$11.3M 1.5%
+403,107
New +$11.3M
MUB icon
25
iShares National Muni Bond ETF
MUB
$45B
$8.07M 1.07%
74,997
+11,722
+19% +$1.25M
1
2 3 4 5

Similar funds

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
TWM
TRB Wealth Management Houston, Texas $751M AUM
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Stone House Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Stone House Investment Management held 1,439 positions worth $752M, up 35% from $558M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Stone House Investment Management deployed $129M of net new capital in Q2 2026, opening 370 new positions and adding to 432 existing holdings. Its largest new stake was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, up from 90% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $16.6M trimmed.

  • Stone House Investment Management's largest Q2 2026 buy was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.
  • Stone House Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $56.9M increase.
  • Stone House Investment Management's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $16.6M.
  • Stone House Investment Management fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2026, selling an estimated $72.7K.
  • Stone House Investment Management's ten largest holdings make up 61% of its $752M portfolio in Q2 2026.
  • Stone House Investment Management opened 370 new positions and closed 100 in Q2 2026.
  • Stone House Investment Management's portfolio value rose 35% quarter-over-quarter to $752M.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.