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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 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGOV
26
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.09B
$8.04M 1.07%
+159,892
New +$7.98M
IAU icon
27
iShares Gold Trust
IAU
$65.8B
$4.11M 0.55%
54,376
+8,558
+19% +$726K
AAPL icon
28
Apple
AAPL
$4.67T
$2.49M 0.33%
8,606
+556
+7% +$159K
ISTB icon
29
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$2.41M 0.32%
49,861
+1,122
+2% +$54.2K
NVDA icon
30
NVIDIA
NVDA
$5.56T
$2.36M 0.31%
11,787
+4,279
+57% +$880K
AMZN icon
31
Amazon
AMZN
$2.79T
$1.7M 0.23%
7,132
+984
+16% +$247K
QUAL icon
32
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$1.51M 0.2%
6,891
-79,246
-92% -$16.6M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.1T
$1.29M 0.17%
3,642
+914
+34% +$327K
CZNC icon
34
Citizens & Northern Corp
CZNC
$468M
$1.14M 0.15%
49,090
-7,283
-13% -$161K
BINC icon
35
BlackRock Flexible Income ETF
BINC
$16.6B
$1.11M 0.15%
21,261
-104,882
-83% -$5.48M
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$4.14T
$1.11M 0.15%
3,093
-361
-10% -$130K
AMD icon
37
Advanced Micro Devices
AMD
$780B
$1.09M 0.15%
1,879
+85
+5% +$34.8K
SPXL icon
38
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.17B
$972K 0.13%
3,591
+2,863
+393% +$723K
WMS icon
39
Advanced Drainage Systems
WMS
$10.2B
$844K 0.11%
5,375
+300
+6% +$42.9K
MSFT icon
40
Microsoft
MSFT
$3.71T
$814K 0.11%
2,181
+261
+14% +$106K
PFIS icon
41
Peoples Financial Services
PFIS
$719M
$785K 0.1%
11,832
+1,652
+16% +$97.9K
PNC icon
42
PNC Financial Services
PNC
$98B
$690K 0.09%
2,802
+791
+39% +$177K
VONG icon
43
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$685K 0.09%
5,363
– –
VO icon
44
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$638K 0.08%
7,921
+25
+0.3% +$1.94K
STIP icon
45
iShares 0-5 Year TIPS Bond ETF
STIP
$16.3B
$631K 0.08%
6,180
+5,033
+439% +$519K
AGG icon
46
iShares Core US Aggregate Bond ETF
AGG
$138B
$628K 0.08%
6,346
-2,640
-29% -$261K
VTV icon
47
Vanguard Morningstar Value ETF
VTV
$194B
$588K 0.08%
2,696
+204
+8% +$42.6K
VOO icon
48
Vanguard S&P 500 ETF
VOO
$1.05T
$578K 0.08%
841
+279
+50% +$186K
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$241B
$505K 0.07%
7,089
+563
+9% +$39.2K
MU icon
50
Micron Technology
MU
$1.15T
$456K 0.06%
395
-234
-37% -$175K
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.