Candice Amanda Lightfoot

Stone House Investment Management, Llc

Assets Managed

$558.054M

Holdings

1069

Last Quarter

2026 - Q1

Filed Date

1mo 20d ago

Growth Rate

-13.37%(2Q avg: -2.42%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stone House Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1069 positions.

Assets under management

The assets under management (AUM) of Stone House Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 558.054M in assets, with a quarterly growth rate of -13.37% and a 2-quarter average growth rate of -2.42%. The portfolio is managed by Candice Amanda Lightfoot, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 60.95%	11.81%	$65.873M 100,845 shares@ $653.22 avg price	Increased 60.95%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 3.63%	8.09%	$45.137M 977,212 shares@ $46.2 avg price	Increased 3.63%
IVE Ishares S&p 500 Value Etf Recent Activity Decreased -10.96%	6.71%	$37.419M 177,216 shares@ $211.15 avg price	Decreased -10.96%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 5.4%	6.02%	$33.575M 296,836 shares@ $113.12 avg price	Increased 5.4%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Decreased -12.78%	5.99%	$33.396M 574,017 shares@ $58.18 avg price	Decreased -12.78%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -7.37%	5.61%	$31.275M 448,381 shares@ $69.75 avg price	Decreased -7.37%
PG Procter & Gamble Co The Recent Activity Decreased -4.92%	5.39%	$30.067M 208,162 shares@ $144.44 avg price	Decreased -4.92%
FBND Fidelity Total Bond Etf Recent Activity Decreased -18.49%	5.34%	$29.785M 652,885 shares@ $45.62 avg price	Decreased -18.49%
EFV Ishares Msci Eafe Value Etf Recent Activity Decreased -1.61%	5.12%	$28.524M 383,650 shares@ $74.35 avg price	Decreased -1.61%
TLH Ishares 10-20 Year Treasury Recent Activity Increased 4.32%	3.28%	$18.283M 181,522 shares@ $100.73 avg price	Increased 4.32%

1-10 of 1069