Stone House Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 100,845 | +100,845 | 0 | 65,872,990 | +65,872,990 |
| ISHARES TR | 0 | 159,096 | +159,096 | 0 | 17,718,564 | +17,718,564 |
| ISHARES TR | 0 | 565,800 | +565,800 | 0 | 12,962,470 | +12,962,470 |
| ISHARES TR | 0 | 49,138 | +49,138 | 0 | 10,748,953 | +10,748,953 |
| FIDELITY COVINGTON TRUST | 0 | 443,277 | +443,277 | 0 | 16,489,905 | +16,489,905 |
| BLACKROCK ETF TRUST | 424,480 | 469,968 | +45,488 | 14,135,201 | 15,485,450 | +1,350,249 |
| ISHARES TR | 0 | 977,212 | +977,212 | 0 | 45,137,438 | +45,137,438 |
| ISHARES TR | 0 | 63,275 | +63,275 | 0 | 6,716,648 | +6,716,648 |
| ADVANCED DRAIN SYS INC DEL | 0 | 5,075 | +5,075 | 0 | 695,935 | +695,935 |
| ISHARES TR | 0 | 383,650 | +383,650 | 0 | 28,524,360 | +28,524,360 |
| ISHARES TR | 0 | 204,757 | +204,757 | 0 | 10,246,044 | +10,246,044 |
| ISHARES TR | 0 | 181,522 | +181,522 | 0 | 18,282,910 | +18,282,910 |
| ISHARES TR | 0 | 140,897 | +140,897 | 0 | 13,378,162 | +13,378,162 |
| PNC FINL SVCS GROUP INC | 0 | 2,011 | +2,011 | 0 | 418,487 | +418,487 |
| J P MORGAN EXCHANGE TRADED F | 0 | 13,960 | +13,960 | 0 | 643,137 | +643,137 |
| ISHARES TR | 0 | 62,787 | +62,787 | 0 | 15,068,325 | +15,068,325 |
| EXXON MOBIL CORP | 0 | 2,956 | +2,956 | 0 | 501,531 | +501,531 |
| MICRON TECHNOLOGY INC | 0 | 629 | +629 | 0 | 212,501 | +212,501 |
| VANGUARD INDEX FDS | 0 | 562 | +562 | 0 | 335,823 | +335,823 |
| HONEYWELL INTL INC | 0 | 876 | +876 | 0 | 198,002 | +198,002 |
| SPDR SERIES TRUST | 0 | 11,459 | +11,459 | 0 | 328,415 | +328,415 |
| VANGUARD BD INDEX FDS | 0 | 4,362 | +4,362 | 0 | 321,218 | +321,218 |
| VANGUARD CHARLOTTE FDS | 0 | 7,273 | +7,273 | 0 | 349,468 | +349,468 |
| VANGUARD SCOTTSDALE FDS | 0 | 8,476 | +8,476 | 0 | 496,185 | +496,185 |
| FIDELITY MERRIMACK STR TR | 0 | 2,821 | +2,821 | 0 | 140,016 | +140,016 |
| DIREXION SHARES ETF TRUST | 0 | 728 | +728 | 0 | 134,655 | +134,655 |
| ALPHABET INC | 2,773 | 3,454 | +681 | 867,839 | 993,106 | +125,267 |
| JD.COM INC | 0 | 4,000 | +4,000 | 0 | 118,280 | +118,280 |
| SPDR INDEX SHS FDS | 0 | 1,502 | +1,502 | 0 | 112,142 | +112,142 |
| APPLE INC | 7,117 | 8,050 | +933 | 1,934,880 | 2,042,985 | +108,105 |
| FEDERATED HERMES ETF TRUST | 0 | 4,020 | +4,020 | 0 | 101,083 | +101,083 |
| AURINIA PHARMACEUTICALS INC | 0 | 6,620 | +6,620 | 0 | 98,108 | +98,108 |
| INNOVATOR ETFS TRUST | 0 | 2,102 | +2,102 | 0 | 96,965 | +96,965 |
| WISDOMTREE TR | 0 | 2,364 | +2,364 | 0 | 96,451 | +96,451 |
| FRANKLIN TEMPLETON ETF TR | 0 | 2,897 | +2,897 | 0 | 96,238 | +96,238 |
| SCHWAB STRATEGIC TR | 0 | 5,309 | +5,309 | 0 | 162,878 | +162,878 |
| PETROLEO BRASILEIRO S A | 0 | 4,500 | +4,500 | 0 | 93,375 | +93,375 |
| INVESCO EXCHANGE TRADED FD T | 0 | 2,805 | +2,805 | 0 | 210,908 | +210,908 |
| NOVO-NORDISK A S | 0 | 2,003 | +2,003 | 0 | 73,610 | +73,610 |
| SPDR SERIES TRUST | 0 | 400 | +400 | 0 | 72,732 | +72,732 |
| ISHARES TR | 0 | 48,739 | +48,739 | 0 | 2,361,876 | +2,361,876 |
| FIDELITY WISE ORIGIN BITCOIN | 0 | 4,663 | +4,663 | 0 | 275,257 | +275,257 |
| INNOVATOR ETFS TRUST | 0 | 2,880 | +2,880 | 0 | 54,065 | +54,065 |
| BERKSHIRE HATHAWAY INC DEL | 247 | 371 | +124 | 124,155 | 177,783 | +53,628 |
| UNITED STS BRENT OIL FD LP | 0 | 1,000 | +1,000 | 0 | 52,010 | +52,010 |
| SPDR SERIES TRUST | 0 | 500 | +500 | 0 | 54,005 | +54,005 |
| SPDR INDEX SHS FDS | 0 | 1,100 | +1,100 | 0 | 50,216 | +50,216 |
| NIKE INC | 0 | 1,311 | +1,311 | 0 | 69,247 | +69,247 |
| PEOPLES FINL SVCS CORP | 0 | 10,180 | +10,180 | 0 | 542,879 | +542,879 |
| LEMONADE INC | 0 | 750 | +750 | 0 | 47,010 | +47,010 |
| BOEING CO | 565 | 845 | +280 | 122,673 | 168,180 | +45,507 |
| SPDR GOLD TR | 0 | 715 | +715 | 0 | 307,657 | +307,657 |
| GE VERNOVA INC | 0 | 197 | +197 | 0 | 172,023 | +172,023 |
| REDDIT INC | 0 | 750 | +750 | 0 | 100,988 | +100,988 |
| COMFORT SYS USA INC | 96 | 96 | 0 | 89,651 | 132,464 | +42,813 |
| SPDR INDEX SHS FDS | 0 | 831 | +831 | 0 | 39,004 | +39,004 |
| PFIZER INC | 0 | 1,521 | +1,521 | 0 | 42,710 | +42,710 |
| MERCK & CO INC | 0 | 1,400 | +1,400 | 0 | 168,366 | +168,366 |
| ANGLOGOLD ASHANTI PLC | 173 | 536 | +363 | 14,753 | 52,185 | +37,432 |
| DOMINION ENERGY INC | 0 | 593 | +593 | 0 | 36,670 | +36,670 |
| VALERO ENERGY CORP | 0 | 412 | +412 | 0 | 101,797 | +101,797 |
| WALMART INC | 0 | 2,662 | +2,662 | 0 | 330,862 | +330,862 |
| NEXTERA ENERGY INC | 0 | 501 | +501 | 0 | 46,543 | +46,543 |
| HCA HEALTHCARE INC | 0 | 68 | +68 | 0 | 32,180 | +32,180 |
| PHILIP MORRIS INTL INC | 0 | 652 | +652 | 0 | 107,750 | +107,750 |
| COSTCO WHOLESALE CORPORATION | 0 | 212 | +212 | 0 | 211,344 | +211,344 |
| TRIPLE FLAG PRECIOUS METAL | 0 | 1,106 | +1,106 | 0 | 38,389 | +38,389 |
| STELLANTIS N.V | 0 | 4,000 | +4,000 | 0 | 28,360 | +28,360 |
| VANECK ETF TRUST | 0 | 2,150 | +2,150 | 0 | 197,306 | +197,306 |
| HOME DEPOT INC | 0 | 693 | +693 | 0 | 227,780 | +227,780 |
| ALAMOS GOLD INC | 100 | 611 | +511 | 3,858 | 27,147 | +23,289 |
| RTX CORPORATION | 0 | 200 | +200 | 0 | 38,593 | +38,593 |
| SCHWAB STRATEGIC TR | 0 | 2,871 | +2,871 | 0 | 83,632 | +83,632 |
| PEPSICO INC | 0 | 1,051 | +1,051 | 0 | 163,171 | +163,171 |
| AT&T INC | 764 | 1,399 | +635 | 18,977 | 40,549 | +21,572 |
| JOHNSON & JOHNSON | 0 | 254 | +254 | 0 | 61,972 | +61,972 |
| GRAYSCALE BITCOIN MINI TR ET | 0 | 700 | +700 | 0 | 20,993 | +20,993 |
| CHEVRON CORPORATION | 1,065 | 886 | -179 | 162,386 | 183,284 | +20,898 |
| MARVELL TECHNOLOGY INC | 0 | 1,055 | +1,055 | 0 | 104,477 | +104,477 |
| EQUIPMENTSHARE COM INC | 0 | 1,000 | +1,000 | 0 | 20,370 | +20,370 |
| COCA COLA CO | 1,562 | 1,703 | +141 | 109,226 | 129,529 | +20,303 |
| TAKEDA PHARMACEUTICAL CO LTD | 0 | 1,077 | +1,077 | 0 | 19,946 | +19,946 |
| SELECT SECTOR SPDR TR | 0 | 336 | +336 | 0 | 44,654 | +44,654 |
| DEFINIUM THERAPEUTICS INC | 0 | 1,000 | +1,000 | 0 | 18,900 | +18,900 |
| ORUKA THERAPEUTICS INC | 0 | 1,002 | +1,002 | 0 | 49,148 | +49,148 |
| VANGUARD WHITEHALL FDS | 0 | 1,713 | +1,713 | 0 | 253,726 | +253,726 |
| GRAYSCALE SOLANA STAKING ETF | 0 | 3,040 | +3,040 | 0 | 18,635 | +18,635 |
| PHILLIPS 66 | 0 | 245 | +245 | 0 | 44,550 | +44,550 |
| VANGUARD INDEX FDS | 0 | 2,492 | +2,492 | 0 | 488,930 | +488,930 |
| EQT CORP | 0 | 362 | +362 | 0 | 23,038 | +23,038 |
| SSR MINING IN | 0 | 783 | +783 | 0 | 23,020 | +23,020 |
| PUBLIC STORAGE OPER CO | 0 | 64 | +64 | 0 | 17,336 | +17,336 |
| NB BANCORP INC | 0 | 818 | +818 | 0 | 17,235 | +17,235 |
| CELESTICA INC | 0 | 60 | +60 | 0 | 16,901 | +16,901 |
| KINDER MORGAN INC DEL | 0 | 1,286 | +1,286 | 0 | 43,120 | +43,120 |
| CHUBB LTD SWITZ | 1,136 | 1,140 | +4 | 354,716 | 371,460 | +16,744 |
| GILEAD SCIENCES INC | 0 | 124 | +124 | 0 | 17,244 | +17,244 |
| GENERAL DYNAMICS CORP | 0 | 444 | +444 | 0 | 152,457 | +152,457 |
| SELECT SECTOR SPDR TR | 0 | 138 | +138 | 0 | 15,299 | +15,299 |
| ALTRIA GROUP INC | 139 | 353 | +214 | 8,015 | 23,294 | +15,279 |