Filed: 7/10/2026ACC: 0002032486-26-000005
📋 What this filing means
STONEKEEP INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $171.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$171.8K
Total AUM (reported)
3.09M
Total Shares
Allocation by class
SH$133.5K77.7%
COM$25.9K15.1%
CL A$8.4K4.9%
CL C$2.8K1.6%
ORD$632.000.4%
SPON ADR$604.000.4%
Portfolio Concentration
Top 3$57.8K33.7%
4–10$52.0K30.2%
11–25$39.1K22.8%
Rest$22.9K13.3%
Top 3 weight
33.7%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Sole
Full voting authority
3.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
SCHWAB U.S. BROAD MARKET ETF
SOLEShares945.01K
TypeSH
Market value$27.4K
15.93%
Sole
945.01K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares49.07K
TypeSH
Market value$18.2K
10.57%
Sole
49.07K
Shared
0.00
None
0.00
WISDOMTREE FLOATING RATE TREASURY FUND
SOLEShares244.55K
TypeSH
Market value$12.3K
7.17%
Sole
244.55K
Shared
0.00
None
0.00
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLEShares101.91K
TypeSH
Market value$10.3K
5.97%
Sole
101.91K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares160.43K
TypeSH
Market value$9.6K
5.57%
Sole
160.43K
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares309.65K
TypeSH
Market value$8.6K
4.99%
Sole
309.65K
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares89.32K
TypeSH
Market value$6.6K
3.82%
Sole
89.32K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares91.38K
TypeSH
Market value$6.5K
3.79%
Sole
91.38K
Shared
0.00
None
0.00
Tesla, Inc. - Common Stock
SOLEShares12.56K
TypeSH
Market value$5.3K
3.07%
Sole
12.56K
Shared
0.00
None
0.00
SCHWAB U.S. AGGREGATE BOND ETF
SOLEShares224.36K
TypeSH
Market value$5.2K
3.02%
Sole
224.36K
Shared
0.00
None
0.00
ISHARES U.S. TREASURY BOND ETF
SOLEShares198.43K
TypeSH
Market value$4.5K
2.63%
Sole
198.43K
Shared
0.00
None
0.00
SCHWAB EMERGING MARKETS EQUITY ETF
SOLEShares114.77K
TypeSH
Market value$4.2K
2.42%
Sole
114.77K
Shared
0.00
None
0.00
NVIDIA Corporation - Common Stock
SOLEShares18.94K
TypeSH
Market value$3.8K
2.21%
Sole
18.94K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares37.42K
TypeSH
Market value$3.7K
2.16%
Sole
37.42K
Shared
0.00
None
0.00
Amazon.com, Inc. - Common Stock
SOLEShares14.55K
TypeSH
Market value$3.5K
2.02%
Sole
14.55K
Shared
0.00
None
0.00
Alphabet Inc. - Class C Capital Stock
SOLEShares7.86K
TypeSH
Market value$2.8K
1.62%
Sole
7.86K
Shared
0.00
None
0.00
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
SOLEShares48.80K
TypeSH
Market value$2.5K
1.44%
Sole
48.80K
Shared
0.00
None
0.00
Apple Inc. - Common Stock
SOLEShares7.83K
TypeSH
Market value$2.3K
1.32%
Sole
7.83K
Shared
0.00
None
0.00
Microsoft Corporation - Common Stock
SOLEShares5.86K
TypeSH
Market value$2.2K
1.27%
Sole
5.86K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares3.09K
TypeSH
Market value$2.1K
1.24%
Sole
3.09K
Shared
0.00
None
0.00
JP Morgan Chase & Co. Common Stock
SOLEShares5.83K
TypeSH
Market value$1.9K
1.11%
Sole
5.83K
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares20.13K
TypeSH
Market value$1.6K
0.93%
Sole
20.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS A
SOLEShares2.00
TypeSH
Market value$1.5K
0.87%
Sole
2.00
Shared
0.00
None
0.00
Vanguard Total International Bond ETF
SOLEShares28.07K
TypeSH
Market value$1.4K
0.79%
Sole
28.07K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SOLEShares7.83K
TypeSH
Market value$1.3K
0.75%
Sole
7.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. BROAD MARKET ETFSOLE | SH | 945.01K | SH | $27.4K 15.93% | 945.01K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | SH | 49.07K | SH | $18.2K 10.57% | 49.07K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | SH | 244.55K | SH | $12.3K 7.17% | 244.55K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | SH | 101.91K | SH | $10.3K 5.97% | 101.91K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | SH | 160.43K | SH | $9.6K 5.57% | 160.43K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | SH | 309.65K | SH | $8.6K 4.99% | 309.65K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | SH | 89.32K | SH | $6.6K 3.82% | 89.32K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | SH | 91.38K | SH | $6.5K 3.79% | 91.38K | 0.00 | 0.00 |
Tesla, Inc. - Common StockSOLE | COM | 12.56K | SH | $5.3K 3.07% | 12.56K | 0.00 | 0.00 |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | SH | 224.36K | SH | $5.2K 3.02% | 224.36K | 0.00 | 0.00 |
ISHARES U.S. TREASURY BOND ETFSOLE | SH | 198.43K | SH | $4.5K 2.63% | 198.43K | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | SH | 114.77K | SH | $4.2K 2.42% | 114.77K | 0.00 | 0.00 |
NVIDIA Corporation - Common StockSOLE | COM | 18.94K | SH | $3.8K 2.21% | 18.94K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | SH | 37.42K | SH | $3.7K 2.16% | 37.42K | 0.00 | 0.00 |
Amazon.com, Inc. - Common StockSOLE | COM | 14.55K | SH | $3.5K 2.02% | 14.55K | 0.00 | 0.00 |
Alphabet Inc. - Class C Capital StockSOLE | CL C | 7.86K | SH | $2.8K 1.62% | 7.86K | 0.00 | 0.00 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSOLE | SH | 48.80K | SH | $2.5K 1.44% | 48.80K | 0.00 | 0.00 |
Apple Inc. - Common StockSOLE | COM | 7.83K | SH | $2.3K 1.32% | 7.83K | 0.00 | 0.00 |
Microsoft Corporation - Common StockSOLE | COM | 5.86K | SH | $2.2K 1.27% | 5.86K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | SH | 3.09K | SH | $2.1K 1.24% | 3.09K | 0.00 | 0.00 |
JP Morgan Chase & Co. Common StockSOLE | COM | 5.83K | SH | $1.9K 1.11% | 5.83K | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | SH | 20.13K | SH | $1.6K 0.93% | 20.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS ASOLE | CL A | 2.00 | SH | $1.5K 0.87% | 2.00 | 0.00 | 0.00 |
Vanguard Total International Bond ETFSOLE | SH | 28.07K | SH | $1.4K 0.79% | 28.07K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | SH | 7.83K | SH | $1.3K 0.75% | 7.83K | 0.00 | 0.00 |
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