Stone House Investment Management, LLC
RIA/Wealth
Stone House Investment Management, LLC is a RIA/Wealth based in Tunkhannock, PA led by Robert Jeffrey Brown, reporting $669.9M in AUM as of Q3 2025 with 86% ETF concentration, 64% concentrated in top 10 holdings, and minimal technology exposure.
Managing PartnerRobert Jeffrey Brown
- Portfolio Value
- $578.1M
- Positions
- 718
- Top Holding
- SPY at 10.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stone House Investment Management, LLC's portfolio (64% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $58.9M | 10.19% | +$726.8K Bought | — 88.5K shares | |
ETF ETF | $46.6M | 8.06% | -$5.5M Sold | — 997.3K shares | |
ETF ETF | $41.3M | 7.14% | +$3.6M Bought | — 61.7K shares | |
ETF ETF | $37.8M | 6.54% | +$5.1M Bought | — 638.9K shares | |
Household & Personal Products Consumer Defensive | $35.3M | 6.10% | +$2.5M Bought | 0.01% 229.5K shares | |
ETF ETF | $33.8M | 5.84% | -$1.6M Sold | — 279.9K shares | |
ETF ETF | $30.9M | 5.34% | -$4.0M Sold | — 455.1K shares | |
ETF ETF | $29.5M | 5.11% | -$6.1M Sold | — 151.8K shares | |
ETF ETF | $28.5M | 4.94% | +$1.9M Bought | — 138.2K shares | |
ETF ETF | $27.1M | 4.70% | +$12.7M Bought | — 81.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stone House Investment Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Stone House Investment Management, LLC
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