Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stonekeep Investments, LLC (CIK 2032486) reported $154.3M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($23.0M, 14.89%), USFR ($16.8M, 10.86%), VTI ($15.0M, 9.73%), SGOV ($10.3M, 6.65%), VWO ($8.3M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Market ETF | $23.0M | 14.89% | 915,310 | Added |
| 2 | USFR | WisdomTree Floating Rate Treasury Fund | $16.8M | 10.86% | 332,865 | Trimmed |
| 3 | VTI | Vanguard Total Stock Market ETF | $15.0M | 9.73% | 46,796 | Added |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $10.3M | 6.65% | 101,913 | Hold |
| 5 | VWO | Vanguard FTSE Emerging Markets ETF | $8.3M | 5.37% | 153,268 | Added |
| 6 | SCHF | Schwab International Equity ETF | $7.6M | 4.90% | 305,549 | Added |
| 7 | BND | Vanguard Total Bond Market ETF | $6.3M | 4.06% | 85,096 | Added |
| 8 | VEA | Vanguard FTSE Developed Markets ETF | $5.7M | 3.69% | 88,841 | Added |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | $5.2M | 3.36% | 223,512 | Added |
| 10 | TSLA | Tesla, Inc. - Common Stock | $4.6M | 3.01% | 12,490 | Added |
| 11 | GOVT | iShares U.S. Treasury Bond ETF | $4.3M | 2.76% | 186,044 | Added |
| 12 | SCHE | Schwab Emerging Markets Equity ETF | $3.8M | 2.44% | 114,007 | Trimmed |
| 13 | AGG | iShares Core U.S. Aggregate Bond ETF | $3.7M | 2.41% | 37,393 | Added |
| 14 | NVDA | NVIDIA Corporation - Common Stock | $3.2M | 2.09% | 18,486 | Added |
| 15 | AMZN | AMAZON.COM INC | $3.0M | 1.96% | 14,509 | Added |
| 16 | IAGG | iShares International Aggregate Bond Fund | $2.4M | 1.55% | 47,790 | Added |
| 17 | GOOG | Alphabet Inc. - Class C Capital Stock | $2.3M | 1.47% | 7,894 | Added |
| 18 | MSFT | Microsoft Corporation - Common Stock | $2.2M | 1.41% | 5,867 | Added |
| 19 | VOO | Vanguard S&P 500 ETF | $1.8M | 1.20% | 3,091 | Trimmed |
| 20 | AAPL | APPLE INC | $1.8M | 1.15% | 7,012 | Added |
| 21 | VCSH | Vanguard Short-Term Corporate Bond ETF | $1.6M | 1.04% | 20,145 | Trimmed |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC D CLASS A | $1.4M | 0.93% | 2 | Hold |
| 23 | BNDX | Vanguard Total International Bond ETF | $1.3M | 0.84% | 26,815 | Added |
| 24 | JPM | JP Morgan Chase & Co. Common Stock | $1.2M | 0.75% | 3,955 | Added |
| 25 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | $1.1M | 0.72% | 7,820 | Added |
Source: SEC Form 13F filings · as of 2026-03-31