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| Stone House Investment Management LLC
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|---|---|
| CRD # | 139410 |
| SEC # | 801-106971 |
| CIK # | 0001696497 |
| AUM | 841.7 M (2026-03-18) |
| Employees | 18 (94% Investors, 0% Brokers) |
| Phone | 570-836-7020 |
| Address | 80 West Tioga Street Tunkhannock, PA 18657 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 30.1 | ||
| iShares Comex Gold Trust | 4.0 | ||
| Apple Inc | 2.0 | ||
| Nvidia Corp | 1.3 | ||
| Amazon Com Inc | 1.3 | ||
| Citizens & Northern Corp | 1.3 | ||
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 900 | 322.1 |
| (b) Individuals (high net worth individuals) | 253 | 506.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,833 | 841.7 |
| By Discretionary | ||
| Discretionary | 2,828 | 835.6 |
| Non-Discretionary | 5 | 6.0 |
| Total | 2,833 | 841.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 841.7 | |
| Total | 2,833 | 841.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001696497] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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