Stone House Investment Management, LLC
•CIK: 1696497•Filing: Q4 2025
Stone House Investment Management, LLC manages $644M across a diverse portfolio of 848 positions. The fund exhibits significant concentration in the technology and dividend sectors, highlighted by top holdings including SPYM at $64.0M and IUSB at $43.9M. Further notable allocations include core ETFs such as IVV ($42.9M) and IVE ($42.2M), alongside substantial positions in IVW ($34.7M) and IEMG ($32.5M). This structure suggests a tactical allocation favoring growth potential within established, liquid market segments.
Total AUM
$644.2M
QoQ Performance
+8.5%
Positions
740
Top 10 Concentration
62.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
IUSB
IVV
IVE
DYNF
FBND
IVW
IEMG
SPYM9.9%
IUSB6.8%
IVV6.7%
IVE6.6%
DYNF6.2%
FBND5.7%
IVW5.4%
IEMG5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.2%
ETF6.8%
Technology1.1%
Consumer0.5%
Financial0.2%
Healthcare0.1%
Energy0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$45.9K
+530 more exited positions
Changes from Q3 2025
NEW12 new positions
↑110 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023