Notify me when Stone House Investment Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 848 | $644,189,611 | +$139,510,840 | -$96,494,879 | +$43,015,961 | SPYM, IUSB, IVV, IVE, DYNF | 13F-HR | 21 Jan 2026, 16:27 |
| Q3 2025 | 723 | $593,567,048 | +$63,787,464 | -$45,362,750 | +$18,424,714 | SPY, IUSB, IVV, DYNF, PG | 13F-HR | 27 Oct 2025, 09:48 |
| Q2 2025 | 517 | $544,021,748 | +$88,495,120 | -$73,989,940 | +$14,505,180 | SPY, IUSB, IVV, PG, QUAL | 13F-HR | 06 Aug 2025, 09:34 |
| Q1 2025 | 435 | $493,370,955 | +$127,441,438 | -$22,122,909 | +$105,318,529 | IVV, SPY, IUSB, PG, IVW | 13F-HR | 12 May 2025, 18:15 |
| Q4 2024 | 50 | $393,533,131 | +$7,783,626 | -$91,019,188 | -$83,235,562 | IVV, SPY, IUSB, IVW, PG | 13F-HR | 13 Feb 2025, 13:59 |
| Q3 2024 | 378 | $484,218,154 | +$105,314,780 | -$24,462,340 | +$80,852,440 | IVV, IUSB, SPY, PG, IVW | 13F-HR | 13 Nov 2024, 16:49 |
| Q2 2024 | 376 | $384,814,972 | +$40,197,878 | -$89,092,137 | -$48,894,259 | IVV, IUSB, PG, IVW, QUAL | 13F-HR | 14 Aug 2024, 08:52 |
| Q1 2024 | 399 | $425,297,225 | +$145,324,718 | -$29,462,234 | +$115,862,484 | IVV, SPY, IUSB, PG, QUAL | 13F-HR | 15 May 2024, 10:32 |
| Q4 2023 | 317 | $289,946,745 | +$43,488,855 | -$63,302,683 | -$19,813,828 | IVV, SPY, PG, IUSB, QUAL | 13F-HR | 30 Jan 2024, 17:49 |
| Q3 2023 | 336 | $287,388,256 | +$117,152,387 | -$94,749,518 | +$22,402,869 | IVV, SPY, PG, RSP, TFLO | 13F-HR | 14 Nov 2023, 16:49 |
| Q2 2023 | 339 | $275,816,028 | +$22,382,149 | -$52,673,806 | -$30,291,657 | IVV, IUSB, PG, QUAL, EFG | 13F-HR | 10 Aug 2023, 17:51 |
| Q1 2023 | 306 | $295,807,035 | +$58,658,518 | -$55,403,283 | +$3,255,235 | IVV, IUSB, SPY, PG, QUAL | 13F-HR | 25 Apr 2023, 21:07 |
| Q4 2022 | 45 | $280,510,528 | +$77,299,100 | -$27,034,461 | +$50,264,639 | IVV, PG, SPY, IUSB, ESGU | 13F-HR | 20 Jan 2023, 16:53 |
| Q3 2022 | 42 | $215,492,000 | +$31,768,758 | -$22,273,359 | +$9,495,399 | IVV, PG, IUSB, ESGU, GOVT | 13F-HR | 12 Oct 2022, 14:50 |
| Q2 2022 | 40 | $221,220,000 | +$41,530,749 | -$88,870,554 | -$47,339,805 | IVV, PG, ESGU, IUSB, EFV | 13F-HR | 19 Jul 2022, 07:44 |
| Q1 2022 | 46 | $293,583,000 | +$43,138,256 | -$27,875,270 | +$15,262,986 | IVV, SPY, PG, ESGU, IUSB | 13F-HR | 27 Apr 2022, 09:24 |
| Q4 2021 | 42 | $292,248,000 | +$42,338,080 | -$22,981,094 | +$19,356,986 | SPY, PG, IVV, ESGU, IXUS | 13F-HR | 14 Jan 2022, 09:28 |
| Q3 2021 | 38 | $256,522,000 | +$987 | -$1,720 | -$733 | SPY, IVV, PG, ESGU, IXUS | Restatement | 21 Oct 2021, 09:00 |
| Q2 2021 | 38 | $256,522,000 | +$119,462,160 | -$71,525,865 | +$47,936,295 | SPY, IVV, PG, ESGU, IXUS | 13F-HR | 13 Aug 2021, 08:45 |
| Q1 2021 | 35 | $198,507,000 | $0 | -$52,000 | -$52,000 | IVV, PG, ESGU, EFG, LQD | 13F-HR | 27 Apr 2021, 10:59 |
| Q4 2020 | 36 | $198,559,000 | +$12,809,147 | -$73,294,047 | -$60,484,900 | IVV, PG, ESGU, EFG, LQD | 13F-HR | 13 Jan 2021, 11:30 |
| Q3 2020 | 38 | $247,438,000 | +$50,758,914 | -$13,877,267 | +$36,881,647 | IVV, PG, SPY, GOVT, AGG | 13F-HR | 15 Oct 2020, 17:05 |
| Q2 2020 | 33 | $199,258,000 | +$57,307,734 | -$45,441,354 | +$11,866,380 | IVV, PG, GOVT, AGG, ESGU | 13F-HR | 13 Jul 2020, 11:52 |
| Q1 2020 | 32 | $171,195,000 | +$89,107,294 | -$45,329,436 | +$43,777,858 | IVV, GOVT, PG, AGG, IEFA | 13F-HR | 17 Apr 2020, 11:30 |
| Q4 2019 | 27 | $136,955,000 | +$26,852,724 | -$94,899,497 | -$68,046,773 | GOVT, PG, IWV, IEFA, QUAL | 13F-HR | 07 Jan 2020, 16:42 |
| Q3 2019 | 42 | $200,652,000 | +$17,086,485 | -$11,845,158 | +$5,241,327 | IVV, PG, GOVT, AGG, IWV | 13F-HR | 09 Oct 2019, 11:00 |
| Q2 2019 | 37 | $191,402,000 | +$47,626,763 | -$52,696,045 | -$5,069,282 | IVV, GOVT, PG, AGG, IWV | 13F-HR | 09 Jul 2019, 13:32 |
| Q1 2019 | 217 | $191,992,000 | +$34,459,606 | -$16,116,095 | +$18,343,511 | IVV, PG, SHV, IEFA, TOTL | 13F-HR | 12 Apr 2019, 11:45 |
| Q4 2018 | 49 | $158,356,000 | +$20,528,813 | -$22,101,800 | -$1,572,987 | IVV, PG, SHV, IEFA, IVE | 13F-HR | 16 Jan 2019, 14:53 |
| Q3 2018 | 50 | $174,301,000 | +$26,735,636 | -$14,266,033 | +$12,469,603 | IVV, PG, IVE, FLOT, IVW | 13F-HR | 11 Oct 2018, 15:27 |
| Q2 2018 | 47 | $157,016,000 | +$14,376,109 | -$10,505,885 | +$3,870,224 | IVV, PG, IVW, IEFA, AGG | 13F-HR | 23 Jul 2018, 10:30 |
| Q1 2018 | 43 | $153,915,000 | +$33,411,015 | -$23,725,394 | +$9,685,621 | IVV, PG, IEFA, IEMG, AGG | 13F-HR | 16 Apr 2018, 11:04 |
| Q4 2017 | 37 | $147,755,000 | +$15,015,245 | -$11,758,363 | +$3,256,882 | PG, IVV, IEMG, IEFA, IVE | 13F-HR | 09 Feb 2018, 19:17 |
| Q3 2017 | 37 | $140,419,000 | +$10,672,532 | -$14,318,999 | -$3,646,467 | PG, IVV, IEFA, IVE, IEMG | 13F-HR | 13 Nov 2017, 16:40 |
| Q2 2017 | 37 | $139,207,000 | +$10,051,170 | -$6,108,349 | +$3,942,821 | IVV, PG, IEFA, IVE, FLOT | 13F-HR | 07 Aug 2017, 20:59 |
| Q1 2017 | 38 | $133,529,000 | +$38,349,199 | -$27,189,695 | +$11,159,504 | PG, IVV, IVE, IEFA, FLOT | 13F-HR | 09 May 2017, 20:22 |
| Q4 2016 | 35 | $118,921,000 | $0 | $0 | $0 | IVE, PG, IVW, IEFA, IVV | 13F-HR | 09 Feb 2017, 10:50 |