Titelia

Holdings of Stone House Investment Management, LLC

887 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 65.4 % of the equity sleeve

Sector breakdown

  • Funds 31.9 %
  • Consumer staples 5.8 %
  • Technology 1.0 %
  • Consumer discretionary 0.5 %
  • Communication 0.4 %
  • Industrials 0.3 %
  • Financials 0.3 %
  • Energy 0.2 %
  • Health care 0.2 %
  • Utilities 0.1 %
  • Unattributed 59.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • KY 0.0 %
  • BR 0.0 %
  • DK 0.0 %
  • TW 0.0 %
  • AU 0.0 %
  • GB 0.0 %
  • DE 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • BE 0.0 %
  • IT 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US805539.4M $99.89 %
2KY16132.7K $0.02 %
3BR499.5K $0.02 %
4DK173.6K $0.01 %
5TW348.3K $0.01 %
6AU243.5K $0.01 %
7GB1031.3K $0.01 %
8DE226.5K $0.00 %
9NL525.1K $0.00 %
10JP425K $0.00 %
11BE112.5K $0.00 %
12IT112.5K $0.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 100,84565.9M $
2iShares Trust 977,21245.1M $
3iShares Trust 177,21637.4M $
4iShares Trust 296,83633.6M $
5BlackRock ETF Trust 574,01733.4M $
6iShares Core MSCI Emerging Markets ETF 448,38131.3M $
7Procter & Gamble Co/The 208,16230.1M $
8Fidelity Total Bond ETF 652,88529.8M $
9iShares Trust 383,65028.5M $
10iShares Trust 181,52218.3M $
11iShares MSCI EAFE Growth ETF 159,09617.7M $
12iShares Trust 86,13716.5M $
13Fidelity Covington Trust 443,27716.5M $
14iShares MSCI USA Momentum Factor ETF 62,78715.1M $
15BlackRock ETF Trust 415,52515.1M $
16iShares MBS ETF 140,89713.4M $
17iShares Trust 565,80013M $
18iShares Trust 49,13810.7M $
19iShares Trust 204,75710.2M $
20iShares National Muni Bond ETF 63,2756.7M $
21BlackRock ETF Trust II 126,1436.6M $
22Ishares Gold Trust 45,8184M $
23ISHARES CORE 1-5 YEAR USD BO 48,7392.4M $
24Apple Inc 8,0502M $
25NVIDIA Corp 7,5081.3M $
26Amazon.com Inc 6,1481.3M $
27Citizens & Northern Corp 56,3731.3M $
28Alphabet Inc 3,454993.1K $
29iShares Core U.S. Aggregate Bond ETF 8,986892K $
30Alphabet Inc 2,728782.6K $
31Microsoft Corp 1,920710.6K $
32Advanced Drainage Systems Inc 5,075695.9K $
33JPMorgan Income ETF 13,960643.1K $
34Vanguard Russell 1000 Growth ETF 5,363588.3K $
35iShares Core S&P Mid-Cap ETF 8,453570.9K $
36Vanguard Mid-Cap ETF 1,974566.9K $
37Peoples Financial Services Corp 10,180542.9K $
38Ishares S&p 100 Etf 1,629518.1K $
39Exxon Mobil Corp 2,956501.5K $
40Vanguard Scottsdale Funds 8,476496.2K $
41iShares Trust 4,841495K $
42Vanguard Value ETF 2,492488.9K $
43PNC Financial Services Group Inc/The 2,011418.5K $
44Vanguard FTSE Developed Markets ETF 6,526418.2K $
45Invesco S&P 500 Equal Weight ETF 2,100403K $
46iShares MSCI USA Min Vol Factor ETF 4,075377.9K $
47Advanced Micro Devices Inc 1,794365K $
48Vanguard Charlotte Funds 7,273349.5K $
49JPMorgan Chase & Co 1,178346.5K $
50Vanguard S&P 500 ETF 562335.8K $
51Walmart Inc 2,662330.9K $
52State Street SPDR Portfolio Intermediate Term Treasury ETF 11,459328.4K $
53Vanguard Total Bond Market ETF 4,362321.2K $
54SPDR Gold Shares 715307.7K $
55Tesla Inc 749278.3K $
56Fidelity Wise Origin Bitcoin Fund 4,663275.3K $
57iShares Convertible Bond ETF 2,571261.7K $
58Vanguard High Dividend Yield E 1,713253.7K $
59State Street SPDR S&P 500 ETF Trust 385250.7K $
60Global X Artificial Intelligence & Technology ETF 5,226243.9K $
61General Electric Co 848240.7K $
62JPMorgan Small & Mid Cap Enhanced Equity ETF 3,595240K $
63Home Depot Inc/The 693227.8K $
64Wisdomtree Trust 2,540226.9K $
65Community Financial System Inc 3,808223.3K $
66TJX Cos Inc/The 1,394222.7K $
67NBT Bancorp Inc 5,165219.9K $
68Vanguard Growth ETF 498217.5K $
69Micron Technology Inc 629212.5K $
70Costco Wholesale Corp 212211.3K $
71Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 2,805210.9K $
72Ishares Inc 2,601204.6K $
73UGI Corp 5,586203.4K $
74Meta Platforms Inc 353201.8K $
75Honeywell International Inc 876198K $
76VanEck Gold Miners ETF/USA 2,150197.3K $
77iShares U.S. Technology ETF 1,070194.1K $
78Invesco QQQ Trust Series 1 333192.3K $
79Lowe's Cos Inc 794187.6K $
80Chevron Corp 886183.3K $
81iShares Core Dividend Growth ETF 2,577180.8K $
82Berkshire Hathaway Inc 371177.8K $
83Cambria Global Value ETF 5,250174.1K $
84FIDELITY COVINGTON TRUST 829172.5K $
85GE Vernova Inc 197172K $
86State Street Health Care Select Sector SPDR ETF 1,163170.5K $
87Expand Energy Corp 1,551170.3K $
88Merck & Co Inc 1,400168.4K $
89Boeing Co/The 845168.2K $
90McDonald's Corp. 539167.4K $
91PepsiCo Inc 1,051163.2K $
92Schwab US Dividend Equity ETF 5,309162.9K $
93Vanguard Whitehall Funds 1,623153K $
94General Dynamics Corp 444152.5K $
95International Business Machines Corp. 612148.4K $
96J P Morgan Exchange Traded Fund Trust 2,532143.5K $
97Marriott International Inc/MD 426139.3K $
98iShares Russell 3000 ETF 368136.3K $
99Direxion Shares ETF Trust 728134.7K $
100Comfort Systems USA Inc 96132.5K $