Stonekeep Investments
Latest statistics and disclosures from Stonekeep Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, USFR, VTI, SGOV, VWO, and represent 47.51% of Stonekeep Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$23M), USFR (+$17M), VTI (+$15M), SGOV (+$10M), VWO (+$8.3M), SCHF (+$7.6M), BND (+$6.3M), VEA (+$5.7M), SCHZ (+$5.2M), TSLA.
- Started 57 new stock positions in TSLA, GOOG, ITOT, SCHO, DIS, HD, TWLO, PLTR, NU, SGOV.
- Reduced shares in these 2 stocks: , .
- Sold out of its positions in MDY, V.
- Stonekeep Investments was a net buyer of stock by $150M.
- Stonekeep Investments has $154M in assets under management (AUM), dropping by 4700.98%.
- Central Index Key (CIK): 0002032486
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Portfolio Holdings for Stonekeep Investments
Stonekeep Investments holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U S Broad Market ETF (SCHB) | 14.9 | $23M | NEW | 915k | 25.10 |
|
| Wisdomtree Floating Rate Treasury Fund (USFR) | 10.9 | $17M | NEW | 333k | 50.34 |
|
| Vanguard Total Stock Market ETF (VTI) | 9.7 | $15M | NEW | 47k | 320.81 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 6.7 | $10M | NEW | 102k | 100.66 |
|
| Vanguard Emerging Markets ETF (VWO) | 5.4 | $8.3M | NEW | 153k | 54.05 |
|
| Schwab International Equity ETF (SCHF) | 4.9 | $7.6M | NEW | 306k | 24.75 |
|
| Vanguard Total Bond Market ETF (BND) | 4.1 | $6.3M | NEW | 85k | 73.64 |
|
| Vanguard Europe Pacific ETF (VEA) | 3.7 | $5.7M | NEW | 89k | 64.08 |
|
| Schwab Strategic Tr us aggregate b (SCHZ) | 3.4 | $5.2M | NEW | 224k | 23.22 |
|
| Tesla Motors (TSLA) | 3.0 | $4.6M | NEW | 13k | 371.76 |
|
| Ishares Tr cmn (GOVT) | 2.8 | $4.3M | NEW | 186k | 22.91 |
|
| Schwab Emerging Markets Equity ETF (SCHE) | 2.4 | $3.8M | NEW | 114k | 32.95 |
|
| iShares Lehman Aggregate Bond (AGG) | 2.4 | $3.7M | NEW | 37k | 99.27 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $3.2M | NEW | 19k | 174.40 |
|
| Amazon (AMZN) | 2.0 | $3.0M | NEW | 15k | 208.27 |
|
| Ishares Tr core intl aggr (IAGG) | 1.6 | $2.4M | NEW | 48k | 50.04 |
|
| Alphabet Inc Class C cs (GOOG) | 1.5 | $2.3M | NEW | 7.9k | 286.87 |
|
| Microsoft Corporation (MSFT) | 1.4 | $2.2M | NEW | 5.9k | 370.18 |
|
| Vanguard S&p 500 Etf idx (VOO) | 1.2 | $1.8M | NEW | 3.1k | 597.51 |
|
| Apple (AAPL) | 1.2 | $1.8M | NEW | 7.0k | 253.77 |
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.0 | $1.6M | NEW | 20k | 79.27 |
|
| Berkshire Hathaway (BRK.A) | 0.9 | $1.4M | 2.00 | 718140.00 |
|
|
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.8 | $1.3M | NEW | 27k | 48.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.2M | NEW | 4.0k | 294.18 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.7 | $1.1M | NEW | 7.8k | 142.43 |
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.7 | $1.0M | NEW | 13k | 77.11 |
|
| Facebook Inc cl a (META) | 0.6 | $952k | NEW | 1.7k | 572.26 |
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $886k | NEW | 17k | 52.56 |
|
| Netflix (NFLX) | 0.5 | $760k | NEW | 7.9k | 96.15 |
|
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.4 | $677k | NEW | 28k | 24.27 |
|
| iShares S&P 500 Index (IVV) | 0.4 | $652k | NEW | 999.00 | 653.04 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $594k | NEW | 10k | 58.54 |
|
| Nextera Energy (NEE) | 0.4 | $587k | NEW | 6.3k | 92.88 |
|
| Ishares Inc core msci emkt (IEMG) | 0.4 | $564k | NEW | 8.1k | 69.75 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $532k | NEW | 5.9k | 90.53 |
|
| Spdr S&p 500 Etf (SPY) | 0.3 | $509k | +34% | 783.00 | 650.10 |
|
| Roblox Corp (RBLX) | 0.3 | $501k | NEW | 8.9k | 56.56 |
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.3 | $490k | NEW | 5.4k | 91.64 |
|
| MasterCard Incorporated (MA) | 0.3 | $483k | +34% | 967.00 | 499.66 |
|
| Spotify Technology Sa (SPOT) | 0.3 | $435k | +13% | 897.00 | 484.91 |
|
| Roku (ROKU) | 0.3 | $420k | NEW | 4.4k | 94.61 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $389k | +48% | 423.00 | 919.77 |
|
| Palantir Technologies (PLTR) | 0.2 | $383k | NEW | 2.6k | 146.28 |
|
| Datadog Inc Cl A (DDOG) | 0.2 | $370k | NEW | 3.1k | 118.06 |
|
| Vanguard Growth ETF (VUG) | 0.2 | $351k | 804.00 | 436.79 |
|
|
| UnitedHealth (UNH) | 0.2 | $322k | +43% | 1.2k | 270.66 |
|
| Shopify Inc cl a (SHOP) | 0.2 | $297k | NEW | 2.5k | 118.63 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $294k | NEW | 1.0k | 287.56 |
|
| Johnson & Johnson (JNJ) | 0.2 | $294k | NEW | 1.2k | 244.46 |
|
| Network Associates Inc cl a (NET) | 0.2 | $288k | NEW | 1.4k | 206.39 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $272k | +2% | 697.00 | 390.65 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $272k | NEW | 3.3k | 82.80 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $262k | 775.00 | 337.87 |
|
|
| Hims & Hers Heal (HIMS) | 0.2 | $256k | NEW | 12k | 20.76 |
|
| Walt Disney Company (DIS) | 0.2 | $250k | NEW | 2.6k | 96.37 |
|
| FedEx Corporation (FDX) | 0.2 | $232k | NEW | 650.00 | 356.18 |
|
| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.1 | $227k | NEW | 2.3k | 100.19 |
|
| Home Depot (HD) | 0.1 | $216k | NEW | 657.00 | 328.91 |
|
| Twilio Inc cl a (TWLO) | 0.1 | $214k | NEW | 1.7k | 125.79 |
|
| American Electric Power Company (AEP) | 0.1 | $212k | NEW | 1.6k | 131.05 |
|
| Rio Tinto (RIO) | 0.1 | $210k | NEW | 2.3k | 93.27 |
|
| McDonald's Corporation (MCD) | 0.1 | $208k | NEW | 671.00 | 310.60 |
|
| Square Inc cl a (XYZ) | 0.1 | $208k | NEW | 3.5k | 60.18 |
|
| Caterpillar (CAT) | 0.1 | $207k | NEW | 292.00 | 708.07 |
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $164k | NEW | 11k | 14.37 |
|
| Opendoor Technologies (OPEN) | 0.1 | $110k | NEW | 24k | 4.68 |
|
Past Filings by Stonekeep Investments
SEC 13F filings are viewable for Stonekeep Investments going back to 2024
- Stonekeep Investments 2026 Q1 filed April 7, 2026
- Stonekeep Investments 2025 Q4 filed Jan. 7, 2026
- Stonekeep Investments 2025 Q4 restated filed Jan. 7, 2026
- Stonekeep Investments 2025 Q3 filed Oct. 16, 2025
- Stonekeep Investments 2025 Q2 filed July 10, 2025
- Stonekeep Investments 2025 Q1 filed May 7, 2025
- Stonekeep Investments 2024 Q4 filed Jan. 15, 2025
- Stonekeep Investments 2024 Q3 filed Oct. 11, 2024
- Stonekeep Investments 2024 Q2 filed Aug. 6, 2024