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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
LOW icon
101
Lowe's Companies
LOW
$115B
$176K 0.02%
798
+4
+0.5% +$908
OEF icon
102
iShares S&P 100 ETF
OEF
$20.5B
$170K 0.02%
464
-1,165
-72% -$417K
SCHD icon
103
Schwab US Dividend Equity ETF
SCHD
$112B
$169K 0.02%
5,331
+22
+0.4% +$698
VYMI icon
104
Vanguard International High Dividend Yield ETF
VYMI
$22.2B
$163K 0.02%
1,655
+32
+2% +$3.16K
GDX icon
105
VanEck Gold Miners ETF
GDX
$30.2B
$162K 0.02%
2,150
– –
MAR icon
106
Marriott International
MAR
$87.8B
$158K 0.02%
426
– –
GD icon
107
General Dynamics
GD
$97.2B
$158K 0.02%
445
+1
+0.2% +$343
DE icon
108
Deere & Co
DE
$187B
$152K 0.02%
239
+216
+939% +$125K
IAGG icon
109
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$151K 0.02%
2,991
-201,766
-99% -$10.1M
UNH icon
110
UnitedHealth
UNH
$356B
$150K 0.02%
361
+7
+2% +$2.6K
CVX icon
111
Chevron
CVX
$409B
$148K 0.02%
894
+8
+0.9% +$1.49K
TPL icon
112
Texas Pacific Land
TPL
$25B
$147K 0.02%
337
+304
+921% +$123K
MKL icon
113
Markel Group
MKL
$22.6B
$146K 0.02%
+75
New +$140K
MNST icon
114
Monster Beverage
MNST
$85.8B
$146K 0.02%
3,040
+3,008
+9,400% +$126K
IUSV icon
115
iShares Core S&P US Value ETF
IUSV
$27.9B
$146K 0.02%
1,325
-3,516
-73% -$380K
EMXC icon
116
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$146K 0.02%
1,424
-1,177
-45% -$111K
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$145K 0.02%
916
-247
-21% -$36.7K
EXE
118
Expand Energy Corp
EXE
$22.7B
$143K 0.02%
1,570
+19
+1% +$1.8K
FMUN
119
Fidelity Systematic Municipal Bond Index ETF
FMUN
$176M
$142K 0.02%
2,821
– –
PM icon
120
Philip Morris
PM
$284B
$142K 0.02%
784
+132
+20% +$22.9K
ABBV icon
121
AbbVie
ABBV
$453B
$135K 0.02%
535
+5
+0.9% +$1.08K
CRWD icon
122
CrowdStrike
CRWD
$218B
$130K 0.02%
680
– –
AZO icon
123
AutoZone
AZO
$48.7B
$128K 0.02%
+40
New +$133K
AKRE
124
Akre Focus ETF
AKRE
$5.3B
$127K 0.02%
+2,392
New +$129K
PANW icon
125
Palo Alto Networks
PANW
$272B
$125K 0.02%
367
– –
3 4
5
6 7

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.