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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
GLD icon
76
SPDR Gold Trust
GLD
$150B
$270K 0.04%
733
+18
+3% +$7.46K
QQQ icon
77
Invesco QQQ Trust
QQQ
$490B
$245K 0.03%
333
– –
DLN icon
78
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
$245K 0.03%
2,540
– –
FBTC icon
79
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$242K 0.03%
4,750
+87
+2% +$5.44K
GE icon
80
GE Aerospace
GE
$350B
$236K 0.03%
632
-216
-25% -$67.6K
GEV icon
81
GE Vernova
GEV
$251B
$235K 0.03%
200
+3
+2% +$3.06K
BNDX icon
82
Vanguard Total International Bond ETF
BNDX
$83.4B
$230K 0.03%
4,749
-2,524
-35% -$121K
FTEC icon
83
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$229K 0.03%
801
-28
-3% -$7.32K
BA icon
84
Boeing
BA
$168B
$221K 0.03%
1,022
+177
+21% +$39.4K
META icon
85
Meta Platforms (Facebook)
META
$1.57T
$221K 0.03%
393
+40
+11% +$24.5K
MA icon
86
Mastercard
MA
$507B
$220K 0.03%
429
+202
+89% +$101K
TJX icon
87
TJX Companies
TJX
$145B
$211K 0.03%
1,396
+2
+0.1% +$316
MRK icon
88
Merck
MRK
$371B
$210K 0.03%
1,638
+238
+17% +$27.9K
AEE icon
89
Ameren
AEE
$29.5B
$207K 0.03%
+1,834
New +$203K
UGI icon
90
UGI
UGI
$8.14B
$207K 0.03%
5,983
+397
+7% +$14K
EDC icon
91
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$194M
$201K 0.03%
+2,261
New +$185K
SPTI icon
92
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$197K 0.03%
6,936
-4,523
-39% -$129K
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$43.6B
$196K 0.03%
2,587
+10
+0.4% +$738
MIDU icon
94
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$69.4M
$194K 0.03%
+2,598
New +$170K
BND icon
95
Vanguard Total Bond Market
BND
$163B
$194K 0.03%
2,640
-1,722
-39% -$126K
PEP icon
96
PepsiCo
PEP
$188B
$191K 0.03%
1,410
+359
+34% +$53.7K
FIX icon
97
Comfort Systems
FIX
$56.7B
$190K 0.03%
96
– –
GVAL icon
98
Cambria Global Value ETF
GVAL
$592M
$189K 0.03%
5,250
– –
IBM icon
99
IBM
IBM
$221B
$181K 0.02%
643
+31
+5% +$7.81K
SNDK
100
Sandisk
SNDK
$255B
$180K 0.02%
79
+63
+394% +$89.9K
2 3
4
5 6

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.