Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497

13F Portfolio $558.1B AUM 1,069 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 336 New 294 Added 129 Reduced 115 Exited

Page 4 of 15 · 294 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	DFEM	DIMENSIONAL ETF TRUST	—	3,150.0	$109K	0.02%	+28.0	+0.9%	$34.55	+13.9%
62	PM	PHILIP MORRIS INTL INC	Consumer Defensive	652.0	$108K	0.02%	+163.0	+33.3%	$165.26	+14.1%
63	MRVL	MARVELL TECHNOLOGY INC	Technology	1,055.0	$104K	0.02%	+65.0	+6.6%	$99.03	+80.1%
64	IJR	ISHARES TR	—	825.0	$103K	0.02%	+32.0	+4.0%	$124.29	+8.0%
65	IEFA	ISHARES TR	—	1,127.0	$102K	0.02%	+30.0	+2.7%	$90.53	+5.9%
66	RDDT	REDDIT INC	Communication Services	750.0	$101K	0.02%	+500.0	+200.0%	$134.65	+14.5%
67	XLU	SELECT SECTOR SPDR TR	—	2,040.0	$94K	0.02%	+114.0	+5.9%	$45.88	-4.1%
68	AMGN	AMGEN INC	Healthcare	257.0	$90K	0.02%	+13.0	+5.3%	$352.07	-8.4%
69	SCHG	SCHWAB STRATEGIC TR	—	2,871.0	$84K	0.01%	+990.0	+52.6%	$29.13	+17.4%
70	LLY	ELI LILLY & CO	Healthcare	89.0	$82K	0.01%	+8.0	+9.9%	$920.83	+7.6%
71	SPMO	INVESCO EXCH TRADED FD TR II	—	731.0	$82K	0.01%	+135.0	+22.6%	$112.11	+28.3%
72	SHV	ISHARES TR	—	704.0	$78K	0.01%	+41.0	+6.2%	$110.34	-0.1%
73	SJM	SMUCKER J M CO	Consumer Defensive	768.0	$74K	0.01%	+5.0	+0.7%	$96.49	+5.9%
74	NKE	NIKE INC	Consumer Cyclical	1,311.0	$69K	0.01%	+1K	+321.5%	$52.82	-21.4%
75	JNJ	JOHNSON & JOHNSON	Healthcare	254.0	$62K	0.01%	+57.0	+28.9%	$243.98	-7.4%
76	CI	THE CIGNA GROUP	Healthcare	231.0	$62K	0.01%	+24.0	+11.6%	$266.75	+6.9%
77	FREL	FIDELITY COVINGTON TRUST	—	2,273.0	$61K	0.01%	+56.0	+2.5%	$26.91	+7.0%
78	BLK	BLACKROCK INC	Financial Services	63.0	$61K	0.01%	+13.0	+26.0%	$961.71	+12.5%
79	CMDY	ISHARES U S ETF TR	—	979.0	$58K	0.01%	+23.0	+2.4%	$59.45	+5.3%
80	XLSR	SSGA ACTIVE TR	—	995.0	$57K	0.01%	+44.0	+4.6%	$57.74	+13.3%

Page 4 of 15 · 294 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Consumer Defensive 52.4%

Financial Services 16.3%

Technology 9.8%

Consumer Cyclical 5.4%

Industrials 4.4%

Communication Services 3.8%

Energy 2.9%

Healthcare 2.4%

Utilities 1.5%

Basic Materials 0.8%