Universe · entity
Stone House Investment Management, LLC
Institutional manager (13F) · CIK 1696497
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $535M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $66M | 100,845 |
| 2 | ISHARES TR | $45M | 977,212 |
| 3 | ISHARES TR | $37M | 177,216 |
| 4 | ISHARES TR | $34M | 296,836 |
| 5 | BLACKROCK ETF TRUST | $33M | 574,017 |
| 6 | ISHARES INC | $31M | 448,381 |
| 7 | PROCTER & GAMBLE CO | $30M | 208,162 |
| 8 | FIDELITY MERRIMACK STR TR | $30M | 652,885 |
| 9 | ISHARES TR | $29M | 383,650 |
| 10 | ISHARES TR | $18M | 181,522 |
| 11 | ISHARES TR | $18M | 159,096 |
| 12 | ISHARES TR | $17M | 86,137 |
| 13 | FIDELITY COVINGTON TRUST | $16M | 443,277 |
| 14 | BLACKROCK ETF TRUST | $15M | 469,968 |
| 15 | ISHARES TR | $15M | 62,787 |
| 16 | BLACKROCK ETF TRUST | $15M | 415,525 |
| 17 | ISHARES TR | $13M | 140,897 |
| 18 | ISHARES TR | $13M | 565,800 |
| 19 | ISHARES TR | $11M | 49,138 |
| 20 | ISHARES TR | $10M | 204,757 |
| 21 | ISHARES TR | $7M | 63,275 |
| 22 | BLACKROCK ETF TRUST II | $7M | 126,143 |
| 23 | ISHARES GOLD TR | $4M | 45,818 |
| 24 | ISHARES TR | $2M | 48,739 |
| 25 | APPLE INC | $2M | 8,050 |
| 26 | NVIDIA CORPORATION | $1M | 7,508 |
| 27 | AMAZON COM INC | $1M | 6,148 |
| 28 | CITIZENS & NORTHN CORP | $1M | 56,373 |
| 29 | ALPHABET INC | $993k | 3,454 |
| 30 | ISHARES TR | $892k | 8,986 |
| 31 | ALPHABET INC | $783k | 2,728 |
| 32 | MICROSOFT CORP | $711k | 1,920 |
| 33 | ADVANCED DRAIN SYS INC DEL | $696k | 5,075 |
| 34 | J P MORGAN EXCHANGE TRADED F | $643k | 13,960 |
| 35 | VANGUARD SCOTTSDALE FDS | $588k | 5,363 |
| 36 | ISHARES TR | $571k | 8,453 |
| 37 | VANGUARD INDEX FDS | $567k | 1,974 |
| 38 | PEOPLES FINL SVCS CORP | $543k | 10,180 |
| 39 | ISHARES TR | $518k | 1,629 |
| 40 | FIDELITY COVINGTON TRUST | $516k | 7,111 |
| 41 | EXXON MOBIL CORP | $502k | 2,956 |
| 42 | VANGUARD SCOTTSDALE FDS | $496k | 8,476 |
| 43 | ISHARES TR | $495k | 4,841 |
| 44 | VANGUARD INDEX FDS | $489k | 2,492 |
| 45 | PNC FINL SVCS GROUP INC | $418k | 2,011 |
| 46 | VANGUARD TAX-MANAGED FDS | $418k | 6,526 |
| 47 | INVESCO EXCHANGE TRADED FD T | $403k | 2,100 |
| 48 | ISHARES TR | $378k | 4,075 |
| 49 | CHUBB LTD SWITZ | $371k | 1,140 |
| 50 | ADVANCED MICRO DEVICES INC | $365k | 1,794 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.