Stone House Investment Management, LLC - Portfolio overview

Stone House Investment Management, LLC has 1191 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.78%
2. IUSB - ISHARES TR, 8.08%
3. IVE - ISHARES TR, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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