Stone House Investment Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 797,710 | +797,710 | 0 | 63,992,303 | +63,992,303 |
| ISHARES TR | 0 | 943,025 | +943,025 | 0 | 43,888,402 | +43,888,402 |
| FIDELITY MERRIMACK STR TR | 0 | 801,076 | +801,076 | 0 | 36,881,550 | +36,881,550 |
| ISHARES TR | 0 | 199,030 | +199,030 | 0 | 42,208,362 | +42,208,362 |
| FIDELITY COVINGTON TRUST | 0 | 328,987 | +328,987 | 0 | 12,034,363 | +12,034,363 |
| ISHARES INC | 0 | 484,094 | +484,094 | 0 | 32,540,780 | +32,540,780 |
| ISHARES TR | 0 | 59,042 | +59,042 | 0 | 14,778,889 | +14,778,889 |
| ISHARES TR | 0 | 328,212 | +328,212 | 0 | 27,779,893 | +27,779,893 |
| BLACKROCK ETF TRUST | 638,866 | 658,126 | +19,260 | 37,820,891 | 40,020,647 | +2,199,756 |
| ISHARES TR | 0 | 62,657 | +62,657 | 0 | 42,916,328 | +42,916,328 |
| ISHARES TR | 0 | 83,442 | +83,442 | 0 | 28,617,952 | +28,617,952 |
| ISHARES TR | 0 | 281,643 | +281,643 | 0 | 34,715,340 | +34,715,340 |
| ISHARES GOLD TR | 0 | 128,126 | +128,126 | 0 | 10,399,984 | +10,399,984 |
| ISHARES TR | 0 | 28,174 | +28,174 | 0 | 6,048,601 | +6,048,601 |
| ISHARES TR | 0 | 135,337 | +135,337 | 0 | 12,886,754 | +12,886,754 |
| BLACKROCK ETF TRUST | 386,884 | 395,123 | +8,239 | 14,647,447 | 15,235,928 | +588,481 |
| GLOBAL X FDS | 0 | 6,516 | +6,516 | 0 | 331,407 | +331,407 |
| ISHARES TR | 0 | 34,308 | +34,308 | 0 | 3,303,195 | +3,303,195 |
| ISHARES TR | 0 | 192,063 | +192,063 | 0 | 9,605,079 | +9,605,079 |
| WISDOMTREE TR | 0 | 2,540 | +2,540 | 0 | 223,723 | +223,723 |
| ISHARES TR | 0 | 174,016 | +174,016 | 0 | 17,692,180 | +17,692,180 |
| UGI CORP NEW | 0 | 5,558 | +5,558 | 0 | 208,036 | +208,036 |
| SELECT SECTOR SPDR TR | 0 | 1,096 | +1,096 | 0 | 169,697 | +169,697 |
| SPDR SERIES TRUST | 0 | 5,760 | +5,760 | 0 | 166,118 | +166,118 |
| ALPHABET INC | 2,912 | 2,773 | -139 | 707,914 | 867,839 | +159,925 |
| APPLE INC | 7,028 | 7,117 | +89 | 1,789,607 | 1,934,880 | +145,273 |
| ISHARES TR | 0 | 47,161 | +47,161 | 0 | 2,299,093 | +2,299,093 |
| ALPHABET INC | 2,935 | 2,728 | -207 | 714,923 | 856,004 | +141,081 |
| BLACKROCK ETF TRUST II | 151,152 | 154,963 | +3,811 | 8,047,343 | 8,177,398 | +130,055 |
| EXPAND ENERGY CORPORATION | 0 | 1,440 | +1,440 | 0 | 158,877 | +158,877 |
| ADVANCED MICRO DEVICES INC | 1,831 | 1,802 | -29 | 296,237 | 385,916 | +89,679 |
| GOLDMAN SACHS GROUP INC | 0 | 102 | +102 | 0 | 89,658 | +89,658 |
| SELECT SECTOR SPDR TR | 0 | 1,926 | +1,926 | 0 | 82,211 | +82,211 |
| GE VERNOVA INC | 0 | 196 | +196 | 0 | 128,100 | +128,100 |
| WALMART INC | 0 | 2,661 | +2,661 | 0 | 296,482 | +296,482 |
| ISHARES SILVER TR | 0 | 1,393 | +1,393 | 0 | 89,737 | +89,737 |
| GE AEROSPACE | 0 | 848 | +848 | 0 | 261,170 | +261,170 |
| AMAZON COM INC | 6,052 | 6,074 | +22 | 1,328,838 | 1,402,001 | +73,163 |
| ISHARES TR | 0 | 663 | +663 | 0 | 73,083 | +73,083 |
| INNOVATOR ETFS TRUST | 0 | 1,623 | +1,623 | 0 | 71,282 | +71,282 |
| VANGUARD WHITEHALL FDS | 0 | 1,637 | +1,637 | 0 | 235,005 | +235,005 |
| ISHARES TR | 0 | 5,019 | +5,019 | 0 | 494,398 | +494,398 |
| SCHWAB STRATEGIC TR | 0 | 2,520 | +2,520 | 0 | 69,124 | +69,124 |
| ISHARES TR | 0 | 4,803 | +4,803 | 0 | 492,535 | +492,535 |
| PEPSICO INC | 0 | 985 | +985 | 0 | 141,400 | +141,400 |
| SCHWAB STRATEGIC TR | 0 | 1,881 | +1,881 | 0 | 61,358 | +61,358 |
| SSGA ACTIVE TR | 0 | 951 | +951 | 0 | 59,242 | +59,242 |
| EATON CORP PLC | 0 | 209 | +209 | 0 | 66,569 | +66,569 |
| ISHARES TR | 0 | 688 | +688 | 0 | 73,410 | +73,410 |
| BERKSHIRE HATHAWAY INC DEL | 138 | 247 | +109 | 69,378 | 124,155 | +54,777 |
| SPDR GOLD TR | 0 | 665 | +665 | 0 | 263,546 | +263,546 |
| NVIDIA CORPORATION | 0 | 7,179 | +7,179 | 0 | 1,338,802 | +1,338,802 |
| HECLA MNG CO | 0 | 2,811 | +2,811 | 0 | 53,943 | +53,943 |
| ISHARES TR | 0 | 24,311 | +24,311 | 0 | 559,767 | +559,767 |
| VANGUARD TAX-MANAGED FDS | 0 | 7,406 | +7,406 | 0 | 462,653 | +462,653 |
| ISHARES TR | 0 | 276 | +276 | 0 | 46,351 | +46,351 |
| VANGUARD SCOTTSDALE FDS | 0 | 5,451 | +5,451 | 0 | 663,659 | +663,659 |
| J P MORGAN EXCHANGE TRADED F | 0 | 893 | +893 | 0 | 44,873 | +44,873 |
| WISDOMTREE TR | 0 | 483 | +483 | 0 | 43,195 | +43,195 |
| AMERICAS GOLD AND SILVER COR | 2,010 | 9,256 | +7,246 | 7,477 | 47,298 | +39,821 |
| META PLATFORMS INC | 0 | 474 | +474 | 0 | 312,671 | +312,671 |
| TETRA TECHNOLOGIES INC DEL | 0 | 4,190 | +4,190 | 0 | 39,260 | +39,260 |
| D-WAVE QUANTUM INC | 600 | 2,028 | +1,428 | 14,826 | 53,032 | +38,206 |
| TRACTOR SUPPLY CO | 0 | 1,194 | +1,194 | 0 | 59,712 | +59,712 |
| FIDELITY SOLANA FD | 0 | 2,570 | +2,570 | 0 | 37,496 | +37,496 |
| YUM BRANDS INC | 0 | 408 | +408 | 0 | 61,707 | +61,707 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 1,000 | +1,000 | 0 | 36,600 | +36,600 |
| JPMORGAN CHASE & CO. | 0 | 1,217 | +1,217 | 0 | 392,302 | +392,302 |
| CHUBB LIMITED | 1,132 | 1,136 | +4 | 319,492 | 354,716 | +35,224 |
| STANDARD LITHIUM LTD | 0 | 8,343 | +8,343 | 0 | 37,293 | +37,293 |
| MERCK & CO INC | 0 | 1,239 | +1,239 | 0 | 130,417 | +130,417 |
| SPDR SERIES TRUST | 0 | 535 | +535 | 0 | 30,982 | +30,982 |
| ISHARES TR | 0 | 780 | +780 | 0 | 30,771 | +30,771 |
| ISHARES TR | 0 | 385 | +385 | 0 | 33,513 | +33,513 |
| MERCADOLIBRE INC | 0 | 31 | +31 | 0 | 62,442 | +62,442 |
| ISHARES TR | 0 | 527 | +527 | 0 | 27,283 | +27,283 |
| J P MORGAN EXCHANGE TRADED F | 0 | 6,925 | +6,925 | 0 | 320,558 | +320,558 |
| SELECT SECTOR SPDR TR | 0 | 178 | +178 | 0 | 25,627 | +25,627 |
| SPDR SERIES TRUST | 0 | 272 | +272 | 0 | 25,620 | +25,620 |
| TESLA INC | 0 | 761 | +761 | 0 | 342,012 | +342,012 |
| BURLINGTON STORES INC | 0 | 87 | +87 | 0 | 25,130 | +25,130 |
| AVINO SILVER & GOLD MINES LT | 340 | 4,208 | +3,868 | 1,785 | 26,132 | +24,347 |
| VANGUARD CHARLOTTE FDS | 0 | 4,077 | +4,077 | 0 | 197,001 | +197,001 |
| SPDR SERIES TRUST | 0 | 100 | +100 | 0 | 24,124 | +24,124 |
| REDDIT INC | 0 | 250 | +250 | 0 | 57,468 | +57,468 |
| VANGUARD SCOTTSDALE FDS | 0 | 479 | +479 | 0 | 22,551 | +22,551 |
| SPDR SERIES TRUST | 0 | 479 | +479 | 0 | 22,465 | +22,465 |
| MARRIOTT INTL INC NEW | 0 | 426 | +426 | 0 | 132,162 | +132,162 |
| EXXON MOBIL CORP | 0 | 2,238 | +2,238 | 0 | 269,306 | +269,306 |
| NEWMONT CORP | 0 | 217 | +217 | 0 | 21,667 | +21,667 |
| VANGUARD SCOTTSDALE FDS | 0 | 6,018 | +6,018 | 0 | 353,437 | +353,437 |
| ISHARES TR | 0 | 2,566 | +2,566 | 0 | 178,101 | +178,101 |
| J P MORGAN EXCHANGE TRADED F | 0 | 2,532 | +2,532 | 0 | 144,932 | +144,932 |
| DIREXION SHS ETF TR | 3,496 | 3,846 | +350 | 177,218 | 195,198 | +17,980 |
| JOHNSON & JOHNSON | 0 | 197 | +197 | 0 | 40,769 | +40,769 |
| SELECT SECTOR SPDR TR | 0 | 380 | +380 | 0 | 16,990 | +16,990 |
| YUM CHINA HLDGS INC | 0 | 629 | +629 | 0 | 30,051 | +30,051 |
| LOWES COS INC | 0 | 896 | +896 | 0 | 215,995 | +215,995 |
| T1 ENERGY INC | 0 | 2,500 | +2,500 | 0 | 16,700 | +16,700 |
| MARATHON PETE CORP | 0 | 363 | +363 | 0 | 59,035 | +59,035 |