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Stonekeep Investments

Latest statistics and disclosures from Stonekeep Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, VTI, SGOV, VWO, SCHF, and represent 44.07% of Stonekeep Investments's stock portfolio.
Added to shares of these 10 stocks: XOM, CRWD, BND, VTI, BYDDY, VWO, GOVT, SCHB, VGUS, VEA.
Started 3 new stock positions in BYDDY, VGUS, XOM.
Reduced shares in these 10 stocks: USFR, , VCSH, HD, , , PEP, SPY, SCHE, RBLX.
Sold out of its positions in D, Exxon Mobil Corporation, FDX, GBLX, HD, PEP.
Stonekeep Investments was a net seller of stock by $-439k.
Stonekeep Investments has $172M in assets under management (AUM), dropping by 0.14%.
Central Index Key (CIK): 0002032486

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Portfolio Holdings for Stonekeep Investments

Stonekeep Investments holds 78 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Broad Market Etf Etf (SCHB)	16.3	$28M		957k	29.31	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	11.0	$19M	+2%	50k	374.24	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	6.0	$10M		102k	100.68	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO)	5.8	$9.9M	+4%	167k	59.31	View chart
Schwab International Equity Etf Etf (SCHF)	5.1	$8.7M	+2%	317k	27.47	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	4.9	$8.4M	-31%	168k	50.39	View chart
Vanguard Total Bond Market Index Fund Etf Shares Etf (BND)	3.9	$6.8M	+8%	97k	70.15	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	3.9	$6.7M	+3%	94k	70.61	View chart
Schwab U.s. Aggregate Bond Etf Etf (SCHZ)	2.9	$5.0M		228k	22.10	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	2.8	$4.7M	+9%	216k	21.87	View chart
Tesla Motors (TSLA)	2.6	$4.4M		13k	354.81	View chart
NVIDIA Corporation (NVDA)	2.6	$4.4M		19k	228.38	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	2.4	$4.1M		113k	36.45	View chart
Amazon (AMZN)	2.2	$3.7M	+2%	15k	249.15	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.1	$3.5M		38k	94.54	View chart
Microsoft Corporation (MSFT)	1.7	$3.0M		5.9k	512.88	View chart
Alphabet Inc Class C cs (GOOG)	1.6	$2.8M	+2%	8.1k	340.74	View chart
Apple (AAPL)	1.5	$2.6M		7.9k	333.00	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	1.4	$2.5M	+3%	51k	49.20	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$2.2M	+2%	3.2k	700.90	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.9M		5.8k	330.82	View chart
Berkshire Hathaway (BRK.A)	0.9	$1.5M		2.00	747005.00	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.8	$1.4M	+5%	8.3k	166.28	View chart
Vanguard Total International Bond Index Fund Etf Shares Etf (BNDX)	0.8	$1.4M	+3%	29k	46.87	View chart
Vanguard Short Term Cor Bd Etf Etf (VCSH)	0.7	$1.2M	-19%	16k	77.25	View chart
Facebook Inc cl a (META)	0.7	$1.2M	-2%	1.7k	725.30	View chart
Vanguard Total International Stock Index Fund Etf Shares Etf (VXUS)	0.7	$1.1M		13k	84.96	View chart
Datadog Inc Cl A (DDOG)	0.5	$887k	+6%	3.2k	273.88	View chart
Vanguard Tax Managed Cap Appre (VTCLX)	0.5	$864k		2.2k	391.96	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.5	$863k		17k	51.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$826k	+9%	1.1k	765.59	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.4	$746k	+313%	2.8k	264.77	View chart
Schwab Short-term U.s. Treasury Etf Etf (SCHO)	0.4	$688k	+3%	29k	23.86	View chart
Roku (ROKU)	0.4	$686k	+2%	4.5k	152.28	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$655k		8.1k	81.16	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Etf (VGSH)	0.4	$637k	+3%	11k	57.56	View chart
Exxon Mobil Corp (XOM)	0.4	$617k	NEW	3.8k	162.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$568k		5.9k	96.88	View chart
Netflix (NFLX)	0.3	$566k	-3%	8.1k	69.58	View chart
MasterCard Incorporated (MA)	0.3	$533k		967.00	551.47	View chart
Johnson & Johnson (JNJ)	0.3	$523k		2.0k	264.73	View chart
Palantir Technologies (PLTR)	0.3	$516k	+3%	2.8k	187.04	View chart
Twilio Inc cl a (TWLO)	0.3	$500k	+2%	1.7k	292.45	View chart
Network Associates Inc cl a (NET)	0.3	$496k		1.4k	347.27	View chart
Nextera Energy (NEE)	0.3	$491k		6.5k	75.74	View chart
UnitedHealth (UNH)	0.3	$490k	+2%	1.3k	367.13	View chart
Eli Lilly & Co. (LLY)	0.3	$489k		423.00	1157.08	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$475k	-20%	623.00	762.36	View chart
Byd Co Ltd F Unsponsored Adr 1 Adr Reps 1 Ord Adr (BYDDY)	0.3	$449k	NEW	47k	9.60	View chart
Spotify Technology Sa (SPOT)	0.3	$443k		908.00	487.41	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$435k		4.8k	90.11	View chart
Alphabet Inc Class A cs (GOOGL)	0.2	$393k	+11%	1.1k	344.08	View chart
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.2	$373k	+2%	818.00	456.05	View chart
Hims & Hers Heal (HIMS)	0.2	$367k	+2%	12k	29.79	View chart
Shopify Inc cl a (SHOP)	0.2	$363k	-3%	2.5k	148.31	View chart
Palo Alto Networks (PANW)	0.2	$360k	+4%	907.00	397.37	View chart
Roblox Corp (RBLX)	0.2	$344k	-10%	8.1k	42.37	View chart
Sea Ltd F Unsponsored Adr 1 Adr Reps 1 Ord Adr (SE)	0.2	$307k		3.2k	97.36	View chart
Snowflake Inc Cl A (SNOW)	0.2	$295k	+4%	867.00	339.63	View chart
Wal-Mart Stores (WMT)	0.2	$280k		2.7k	103.93	View chart
Coca-Cola Company (KO)	0.2	$273k		3.2k	86.08	View chart
Walt Disney Company (DIS)	0.2	$272k	-2%	2.6k	104.91	View chart
Square Inc cl a (XYZ)	0.2	$271k	+4%	3.7k	73.53	View chart
Deere & Company (DE)	0.2	$258k		385.00	671.06	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.1	$251k	NEW	3.3k	75.63	View chart
Caterpillar (CAT)	0.1	$246k	+2%	303.00	810.45	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$230k		1.0k	221.00	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.1	$227k		2.3k	100.11	View chart
Rio Tinto Plc F Sponsored Adr 1 Adr Reps 1 Ord Adr (RIO)	0.1	$223k		2.4k	94.18	View chart
Broadcom (AVGO)	0.1	$220k	+3%	626.00	351.15	View chart
Visa (V)	0.1	$218k		607.00	359.41	View chart
Abbvie (ABBV)	0.1	$215k		823.00	261.59	View chart
Eaton (ETN)	0.1	$215k		500.00	429.71	View chart
Toast (TOST)	0.1	$214k		7.4k	28.99	View chart
First Trust Nasdaq-100-technology Sector Index Fund Etf (QTEC)	0.1	$205k		623.00	329.73	View chart
American Electric Power Company (AEP)	0.1	$201k		1.7k	118.61	View chart
Nu Hldgs Ltd Ord Shs Cl A (NU)	0.1	$147k		12k	12.66	View chart
Opendoor Technologies (OPEN)	0.0	$56k		24k	2.37	View chart

Past Filings by Stonekeep Investments

SEC 13F filings are viewable for Stonekeep Investments going back to 2024

Stonekeep Investments 2026 Q3 filed Oct. 15, 2026
Stonekeep Investments 2026 Q2 filed July 10, 2026
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

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