We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$56.9M
2
+$30.5M
3
+$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
+$16.6M
2
+$16.2M
3
+$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 Consumer Staples 4.22%
2 Technology 1.31%
3 Financials 0.88%
4 Industrials 0.57%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$897B
$104M 13.87%
139,300
+38,455
IUSB icon
2
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$60.1M 7.99%
1,302,975
+325,763
SPYM
3
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$58.7M 7.8%
667,459
+667,314
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$76.5B
$41.7M 5.55%
303,365
+6,529
DYNF icon
5
BlackRock US Equity Factor Rotation ETF
DYNF
$41B
$40.1M 5.34%
590,312
+16,295
IVE icon
6
iShares S&P 500 Value ETF
IVE
$50.2B
$35.8M 4.76%
157,787
-19,429
FBND icon
7
Fidelity Total Bond ETF
FBND
$27.3B
$35.5M 4.72%
780,129
+127,244
IXUS icon
8
iShares Core MSCI Total International Stock ETF
IXUS
$60B
$31M 4.12%
325,020
+324,966
PG icon
9
Procter & Gamble
PG
$334B
$30.2M 4.02%
205,993
-2,169
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$24.2M 3.22%
292,408
-155,973
EFG icon
11
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$20.7M 2.76%
166,577
+7,481
BAI
12
iShares A.I. Innovation and Tech Active ETF
BAI
$13.9B
$20.4M 2.71%
386,933
-83,035
FENI icon
13
Fidelity Enhanced International ETF
FENI
$11.3B
$17.8M 2.36%
442,968
-309
IJH icon
14
iShares Core S&P Mid-Cap ETF
IJH
$127B
$16.7M 2.21%
216,078
+207,625
MTUM icon
15
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$15.7M 2.08%
45,709
-17,078
BLCR icon
16
BlackRock Large Cap Core ETF
BLCR
$6.68B
$15.2M 2.03%
+302,709
TLH icon
17
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$15M 2%
149,866
-31,656
MBB icon
18
iShares MBS ETF
MBB
$39B
$14.2M 1.89%
150,699
+9,802
GOVT icon
19
iShares US Treasury Bond ETF
GOVT
$43.8B
$13.8M 1.84%
606,615
+40,815
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$15.1B
$13.5M 1.79%
55,650
+6,512
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$31.1B
$13.4M 1.78%
174,577
-209,073
CORO
22
iShares International Country Rotation Active ETF
CORO
$8.17B
$12.9M 1.72%
+353,362
THRO
23
iShares U.S. Thematic Rotation Active ETF
THRO
$6.73B
$12.1M 1.61%
280,833
-134,692
IALT
24
iShares Systematic Alternatives Active ETF
IALT
$5.49B
$11.3M 1.5%
+403,107
MUB icon
25
iShares National Muni Bond ETF
MUB
$45.6B
$8.07M 1.07%
74,997
+11,722
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 Consumer Staples at 4.2% of assets, down from 5.6% a quarter earlier, followed by Technology and Financials.

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.