13F filer

Stone House Investment Management

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1696497 SEC filings ↗

13F Value

$768.2M

Positions

215

Top Position

IVV14.7%

Top 5

43.5%

Latest filing changes

vs Jun 30, 2026

1 IUSB iShares Core Universal USD Bond ETF +26.9%+$15.4M

2 CORO Blackrock ETF Trust — Isha in Ctry ETF +102.7%+$13.2M

3 IVV iShares Core S&P 500 ETF +5.5%+$5.9M

4 BLCR Blackrock ETF Trust — Isha La Core ETF +34.8%+$5.2M

5 GGOV Blackrock ETF Trust II — Isha Glo USD ETF +35.1%+$2.8M

Holdings215

#
1	IVV iShares Core S&P 500 ETF	14.7%	$112.6M	+5.5%	147.0K	13.9%	ETF
2	IUSB iShares Core Universal USD Bond ETF	9.5%	$72.9M	+26.9%	1.65M	8.0%	ETF
3	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	8.0%	$61.6M	+2.8%	686.4K	7.8%	ETF
4	IVW iShares S&P 500 Growth ETF	5.8%	$44.8M	+3.8%	314.9K	5.5%	ETF
5	DYNF iShares U.S. Equity Factor Rotation Active ETF	5.5%	$42.6M	+4.2%	615.0K	5.3%	ETF
6	IVE iShares S&P 500 Value ETF	4.7%	$35.8M	-0.6%	156.9K	4.8%	ETF
7	FBND Fidelity Total Bond ETF	4.4%	$33.7M	-0.2%	778.4K	4.7%	ETF
8	IXUS iShares Core MSCI Total International Stock ETF	4.2%	$32.2M	+4.2%	338.7K	4.1%	ETF
9	PG Procter & Gamble	3.7%	$28.2M	-5.7%	194.3K	4.0%	Common Stock
10	CORO Blackrock ETF Trust — Isha in Ctry ETF	3.4%	$26.0M	+102.7%	716.4K	1.7%	ETF
11	BLCR Blackrock ETF Trust — Isha La Core ETF	2.6%	$20.0M	+34.8%	408.2K	2.0%	ETF
12	FENI Fidelity Enhanced International ETF	2.5%	$19.1M	+8.1%	479.0K	2.4%	ETF
13	ACWX iShares MSCI ACWI ex U.S. ETF	2.4%	$18.6M	NEW	245.9K	—	ETF
14	BAI iShares A.I. Innovation and Tech Active ETF	2.4%	$18.2M	-0.1%	386.4K	2.7%	ETF
15	EFG iShares MSCI EAFE Growth ETF	2.3%	$17.4M	-13.0%	144.9K	2.8%	ETF
16	IJH iShares Core S&P Mid-Cap ETF	2.1%	$16.3M	+4.8%	226.4K	2.2%	ETF
17	IEMG iShares Core MSCI Emerging Markets ETF	1.9%	$14.6M	-38.4%	180.1K	3.2%	ETF
18	GOVT iShares U.S. Treasury Bond ETF	1.9%	$14.3M	+7.8%	654.2K	1.8%	ETF
19	TLH iShares 10-20 Year Treasury Bond ETF	1.9%	$14.3M	+3.5%	155.2K	2.0%	ETF
20	EFV iShares MSCI EAFE Value ETF	1.9%	$14.3M	+3.2%	180.2K	1.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing1,145

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.