Stonekeep Investments, LLC Top Holdings and 13F Report (2026)

About Stonekeep Investments, LLC

Investment Activity

Stonekeep Investments, LLC has $171.81 thousand in total holdings as of June 30, 2026.
Stonekeep Investments, LLC owns shares of 81 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 5.57% of the portfolio was purchased this quarter.
About 409.30% of the portfolio was sold this quarter.
This quarter, Stonekeep Investments, LLC has purchased 66 new stocks and bought additional shares in 38 stocks.
Stonekeep Investments, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Schwab US Broad Market ETF: $27,368
Vanguard Total Stock Market ETF: $18,159
WisdomTree Floating Rate Treasury Fund: $12,313
iShares 0-3 Month Treasury Bond ETF: $10,260
Vanguard FTSE Emerging Markets ETF: $9,576

Largest New Holdings this Quarter

921943866 - VANGUARD TAX-MANAGED CAP ITAL APP ADM: $851 Holding
30231G102 - ExxonMobil: $525 Holding
931142103 - Walmart Inc. - Common Stock: $308 Holding
697435105 - Palo Alto Networks: $297 Holding
191216100 - CocaCola: $258 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF: 29,705 shares (about $860.27)
VANGUARD TAX-MANAGED CAP ITAL APP ADM: 2,203 shares (about $851.00)
Vanguard Total Stock Market ETF: 2,277 shares (about $842.58)
JPMorgan Chase & Co.: 1,877 shares (about $614.40)
ExxonMobil: 3,837 shares (about $525.00)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund: 88,316 shares (about $4.45K)
Datadog: 84 shares (about $21.87)
Hims & Hers Health: 359 shares (about $12.45)
CrowdStrike: 16 shares (about $12.22)
Alphabet: 34 shares (about $12.01)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHB Schwab US Broad Market ETF	$27,368	$860 â–²	3.2%	945,015	15.9%	ETF
VTI Vanguard Total Stock Market ETF	$18,159	$843 â–²	4.9%	49,073	10.6%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$12,313	$4,447 â–¼	-26.5%	244,549	7.2%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$10,260		0.0%	101,913	6.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,576	$428 â–²	4.7%	160,433	5.6%	ETF
SCHF Schwab International Equity ETF	$8,577	$114 â–²	1.3%	309,654	5.0%	ETF
BND Vanguard Total Bond Market ETF	$6,557	$310 â–²	5.0%	89,320	3.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,511	$181 â–²	2.9%	91,382	3.8%	ETF
TSLA Tesla	$5,283	$30 â–²	0.6%	12,561	3.1%	Auto/Tires/Trucks
SCHZ Schwab U.S. Aggregate Bond ETF	$5,189	$20 â–²	0.4%	224,356	3.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$4,520	$282 â–²	6.7%	198,431	2.6%	ETF
SCHE Schwab Emerging Markets Equity ETF	$4,162	$28 â–²	0.7%	114,773	2.4%	ETF
NVDA NVIDIA	$3,790	$91 â–²	2.5%	18,943	2.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$3,704	$2 â–²	0.1%	37,418	2.2%	Finance
AMZN Amazon.com	$3,469	$11 â–²	0.3%	14,554	2.0%	Retail/Wholesale
GOOG Alphabet	$2,777	$12 â–¼	-0.4%	7,860	1.6%	Computer and Technology
IAGG iShares Core International Aggregate Bond ETF	$2,469	$51 â–²	2.1%	48,797	1.4%	ETF
AAPL Apple	$2,265	$236 â–²	11.6%	7,828	1.3%	Computer and Technology
MSFT Microsoft	$2,186	$2 â–¼	-0.1%	5,861	1.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,123		0.0%	3,091	1.2%	ETF
JPM JPMorgan Chase & Co.	$1,909	$614 â–²	47.5%	5,832	1.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,591	$1 â–¼	-0.1%	20,133	0.9%	ETF
BRK.A Berkshire Hathaway	$1,498		0.0%	2	0.9%	Finance
BNDX Vanguard Total International Bond ETF	$1,360	$61 â–²	4.7%	28,072	0.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,285	$1 â–²	0.1%	7,825	0.7%	ETF
VXUS Vanguard Total International Stock ETF	$1,148		0.0%	13,428	0.7%	ETF
META Meta Platforms	$958	$21 â–²	2.2%	1,701	0.6%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$883		0.0%	16,853	0.5%	Manufacturing
VANGUARD TAX-MANAGED CAP ITAL APP ADM	$851	$851 â–²	New Holding	2,203	0.5%	SH
DDOG Datadog	$794	$22 â–¼	-2.7%	3,049	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$736	$12 â–¼	-1.6%	983	0.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$673	$1 â–¼	-0.1%	27,859	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$669	$1 â–¼	-0.2%	8,074	0.4%	ETF
VGSH Vanguard Short-Term Treasury ETF	$623	$33 â–²	5.6%	10,709	0.4%	ETF
ROKU Roku	$606	$7 â–¼	-1.2%	4,387	0.4%	Consumer Discretionary
NFLX Netflix	$598	$34 â–²	6.0%	8,380	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$584	$1 â–¼	-0.1%	782	0.3%	Finance
NEE NextEra Energy	$574	$19 â–²	3.5%	6,541	0.3%	Utilities
IEFA iShares Core MSCI EAFE ETF	$567	$1 â–¼	-0.2%	5,866	0.3%	ETF
UNH UnitedHealth Group	$543	$49 â–²	9.8%	1,307	0.3%	Medical
XOM ExxonMobil	$525	$525 â–²	New Holding	3,837	0.3%	Energy
CRWD CrowdStrike	$520	$12 â–¼	-2.3%	681	0.3%	Computer and Technology
JNJ Johnson & Johnson	$508	$203 â–²	66.3%	1,999	0.3%	Medical
LLY Eli Lilly and Company	$507		0.0%	423	0.3%	Medical
MA Mastercard	$497		0.0%	967	0.3%	Business Services
RBLX Roblox	$493	$12 â–²	2.4%	9,070	0.3%	Consumer Discretionary
SPOT Spotify Technology	$419	$7 â–²	1.8%	913	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$416	$347 â–²	500.0%	4,824	0.2%	ETF
HIMS Hims & Hers Health	$415	$12 â–¼	-2.9%	11,964	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$380	$10 â–²	2.6%	795	0.2%	Computer and Technology
GOOGL Alphabet	$365		0.0%	1,022	0.2%	Computer and Technology
NET Cloudflare	$351	$9 â–²	2.5%	1,430	0.2%	Computer and Technology
TWLO Twilio	$346	$5 â–¼	-1.5%	1,675	0.2%	Computer and Technology
CAT Caterpillar	$315	$3 â–²	1.0%	295	0.2%	Industrials
Palantir Technologies Inc. - Class A Common Stock	$310	$5 â–²	1.6%	2,659	0.2%	CL A
Walmart Inc. - Common Stock	$308	$308 â–²	New Holding	2,716	0.2%	COM
SE SEA	$303	$11 â–¼	-3.6%	3,164	0.2%	Computer and Technology
PANW Palo Alto Networks	$297	$297 â–²	New Holding	872	0.2%	Computer and Technology
Shopify Inc. - Class A Subordinate Voting Shares	$289	$3 â–²	1.1%	2,527	0.2%	CL A
Block, Inc. Class A Common Stock,	$268	$5 â–²	1.9%	3,524	0.2%	CL A
KO CocaCola	$258	$258 â–²	New Holding	3,172	0.2%	Consumer Staples
DIS Walt Disney	$255	$5 â–²	2.2%	2,650	0.1%	Consumer Discretionary
DE Deere & Company	$248	$248 â–²	New Holding	391	0.1%	Industrials
AEP American Electric Power	$234	$13 â–²	5.9%	1,710	0.1%	Utilities
HD Home Depot	$233	$1 â–²	0.5%	660	0.1%	Retail/Wholesale
AVGO Broadcom	$228	$228 â–²	New Holding	603	0.1%	Computer and Technology
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$227		0.0%	2,266	0.1%	ETF
FXL First Trust Technology AlphaDEX Fund	$226	$226 â–²	New Holding	1,041	0.1%	ETF
RIO Rio Tinto	$224	$10 â–²	4.8%	2,362	0.1%	Basic Materials
ETN Eaton	$213	$213 â–²	New Holding	500	0.1%	Industrials
D Dominion Energy	$212	$212 â–²	New Holding	3,101	0.1%	Utilities
SNOW Snowflake	$211	$211 â–²	New Holding	830	0.1%	Computer and Technology
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$209	$209 â–²	New Holding	623	0.1%	Manufacturing
V Visa	$209	$209 â–²	New Holding	608	0.1%	Business Services
TOST Toast	$208	$208 â–²	New Holding	7,490	0.1%	Computer and Technology
ABBV AbbVie	$207	$207 â–²	New Holding	823	0.1%	Medical
FDX FedEx	$204		0.0%	650	0.1%	Transportation
PEP PepsiCo	$201	$201 â–²	New Holding	1,488	0.1%	Consumer Staples
NU NU	$157	$4 â–²	2.9%	11,745	0.1%	Finance
OPEN Opendoor Technologies	$109	$0 â–¼	-0.1%	23,503	0.1%	Computer and Technology
GBLX GB Sciences	$0		New Holding	104,930	0.0%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$0	$490,274 â–¼	-100.0%	0	0.0%	ETF
MCD McDonald's	$0	$208,415 â–¼	-100.0%	0	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Stonekeep Investments, LLC Top Holdings and 13F Report (2026)

About Stonekeep Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Stonekeep Investments, LLC Top Holdings and 13F Report (2026)

About Stonekeep Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStonekeep Investments, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools