1y return+16.8%S&P 500 +20.9%
3y return+43.9%S&P 500 +68.5%
5y return+36.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $202 against $334 in the S&P 500.2
Stone House Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $104.3M | 13.9% | +38.1% |
| IUSBIshares Tr | $60.1M | 8.0% | +33.3% |
| SPYMSpdr Series Trust | $58.7M | 7.8% | +460216.6% |
| IVWIshares Tr | $41.7M | 5.5% | +2.2% |
| DYNFBlackrock Etf Trust | $40.1M | 5.3% | +2.8% |
| IVEIshares Tr | $35.8M | 4.8% | −11.0% |
| FBNDFidelity Merrimack Str Tr | $35.5M | 4.7% | +19.5% |
| IXUSIshares Tr | $31.0M | 4.1% | +601788.9% |
| PGProcter & Gamble Co | $30.2M | 4.0% | −1.0% |
| IEMGIshares Inc | $24.2M | 3.2% | −34.8% |
| EFGIshares Tr | $20.7M | 2.8% | +4.7% |
| BAIBlackrock Etf Trust | $20.4M | 2.7% | −17.7% |
| FENIFidelity Covington Trust | $17.8M | 2.4% | |
| IJHIshares Tr | $16.7M | 2.2% | +2456.2% |
| MTUMIshares Tr | $15.7M | 2.1% | −27.2% |
| BLCRBlackrock Etf Trust | $15.2M | 2.0% | New |
| TLHIshares Tr | $15.0M | 2.0% | −17.4% |
| MBBIshares Tr | $14.2M | 1.9% | +7.0% |
| GOVTIshares Tr | $13.8M | 1.8% | +7.2% |
| ITAIshares Tr | $13.5M | 1.8% | +13.3% |
| EFVIshares Tr | $13.4M | 1.8% | −54.5% |
| COROBlackrock Etf Trust | $12.9M | 1.7% | New |
| THROBlackrock Etf Trust | $12.1M | 1.6% | −32.4% |
| IALTBlackrock Etf Trust | $11.3M | 1.5% | New |
| MUBIshares Tr | $8.1M | 1.1% | +18.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $2.4M |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $1.1M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $1.1M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $1.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.5M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $104.3M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $1.7M |
| IAUIshares Gold Tr | March 31, 2023 | +102.1% | $4.1M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $41.7M |
| SPXLDirexion Shares Etf Trust | March 31, 2025 | +92.8% | $972K |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $198K
- XOPSpdr Series Trust was $73K
- BNOUnited Sts Brent Oil Fd LP was $52K
- INTFIshares Tr was $42K
- Stellantis N.vCUSIP N82405106 was $28K
- BTUPeabody Engr Corp was $27K
- XCEMColumbia Etf Tr II was $27K
- BTCGrayscale Bitcoin Mini Tr Et was $21K
- CPNGCoupang Inc was $19K
- GSOLGrayscale Solana Staking Etf was $19K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −7.0% | −5.3% |
| June 30, 2022 | −12.8% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stone House Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1696497&type=13F-HR&dateb=&owner=include&count=40CIK 1696497
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1696497/000169649726000009/Filed August 5, 2026 · accession 0001696497-26-000009