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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
USMV icon
51
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$448K 0.06%
4,641
+566
+14% +$53.7K
JPM icon
52
JPMorgan Chase
JPM
$953B
$443K 0.06%
1,354
+176
+15% +$54.7K
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.08T
$438K 0.06%
876
+505
+136% +$243K
MS icon
54
Morgan Stanley
MS
$342B
$420K 0.06%
2,009
+1,929
+2,411% +$382K
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$407K 0.05%
1,912
-188
-9% -$38.5K
TSLA icon
56
Tesla
TSLA
$1.4T
$404K 0.05%
960
+211
+28% +$83.9K
XOM icon
57
ExxonMobil
XOM
$656B
$403K 0.05%
2,949
-7
-0.2% -$1.05K
JPIE icon
58
JPMorgan Income ETF
JPIE
$10.7B
$393K 0.05%
8,538
-5,422
-39% -$250K
CB icon
59
Chubb
CB
$132B
$392K 0.05%
1,152
+12
+1% +$3.91K
VGSH icon
60
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
$389K 0.05%
6,689
-1,787
-21% -$104K
SPCX
61
SpaceX
SPCX
$1.95T
$384K 0.05%
+2,250
New +$382K
LLY icon
62
Eli Lilly
LLY
$1.02T
$352K 0.05%
294
+205
+230% +$209K
AIQ icon
63
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$337K 0.04%
5,144
-82
-2% -$4.89K
MRVL icon
64
Marvell Technology
MRVL
$201B
$335K 0.04%
1,126
+71
+7% +$14.2K
CBU icon
65
Community Bank
CBU
$3.36B
$325K 0.04%
4,837
+1,029
+27% +$65.1K
HD icon
66
Home Depot
HD
$320B
$305K 0.04%
864
+171
+25% +$55.6K
WMT icon
67
Walmart Inc
WMT
$850B
$301K 0.04%
2,661
-1
-0% -$124
JEPI icon
68
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$300K 0.04%
5,315
+2,783
+110% +$157K
COST icon
69
Costco
COST
$406B
$293K 0.04%
313
+101
+48% +$101K
JMEE icon
70
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
$291K 0.04%
3,729
+134
+4% +$9.82K
TLT icon
71
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$287K 0.04%
+3,321
New +$285K
SPY icon
72
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$287K 0.04%
384
-1
-0.3% -$725
VUG icon
73
Vanguard Morningstar Growth ETF
VUG
$228B
$281K 0.04%
3,262
+274
+9% +$23.1K
VYM icon
74
Vanguard High Dividend Yield ETF
VYM
$83.3B
$280K 0.04%
1,769
+56
+3% +$8.75K
NBTB icon
75
NBT Bancorp
NBTB
$2.72B
$278K 0.04%
5,631
+466
+9% +$21.3K
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.