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Stonekeep Investments, LLC | Tormere

Stonekeep Investments, LLC

Est. AUM

$171.8M

13F long equity, this entity only

Positions

81

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB U.S. BROAD MARKET ETF	SH	$27.4M	945015	15.93%	SOLE
2	Vanguard Total Stock Market ETF	SH	$18.2M	49073	10.57%	SOLE
3	WISDOMTREE FLOATING RATE TREASURY FUND	SH	$12.3M	244549	7.17%	SOLE
4	ISHARES 0-3 MONTH TREASURY BOND ETF	SH	$10.3M	101913	5.97%	SOLE
5	Vanguard FTSE Emerging Markets ETF	SH	$9.6M	160433	5.57%	SOLE
6	SCHWAB INTERNATIONAL EQUITY ETF	SH	$8.6M	309654	4.99%	SOLE
7	Vanguard Total Bond Market ETF	SH	$6.6M	89320	3.82%	SOLE
8	Vanguard FTSE Developed Markets ETF	SH	$6.5M	91382	3.79%	SOLE
9	Tesla, Inc. - Common Stock	COM	$5.3M	12561	3.07%	SOLE
10	SCHWAB U.S. AGGREGATE BOND ETF	SH	$5.2M	224356	3.02%	SOLE
11	ISHARES U.S. TREASURY BOND ETF	SH	$4.5M	198431	2.63%	SOLE
12	SCHWAB EMERGING MARKETS EQUITY ETF	SH	$4.2M	114773	2.42%	SOLE
13	NVIDIA Corporation - Common Stock	COM	$3.8M	18943	2.21%	SOLE
14	ISHARES CORE U.S. AGGREGATE BOND ETF	SH	$3.7M	37418	2.16%	SOLE
15	Amazon.com, Inc. - Common Stock	COM	$3.5M	14554	2.02%	SOLE
16	Alphabet Inc. - Class C Capital Stock	CL C	$2.8M	7860	1.62%	SOLE
17	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	SH	$2.5M	48797	1.44%	SOLE
18	Apple Inc. - Common Stock	COM	$2.3M	7828	1.32%	SOLE
19	Microsoft Corporation - Common Stock	COM	$2.2M	5861	1.27%	SOLE
20	Vanguard S&P 500 ETF	SH	$2.1M	3091	1.24%	SOLE
21	JP Morgan Chase & Co. Common Stock	COM	$1.9M	5832	1.11%	SOLE
22	Vanguard Short-Term Corporate Bond ETF	SH	$1.6M	20133	0.93%	SOLE
23	BERKSHIRE HATHAWAY CLASS A	CL A	$1.5M	2	0.87%	SOLE
24	Vanguard Total International Bond ETF	SH	$1.4M	28072	0.79%	SOLE
25	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	SH	$1.3M	7825	0.75%	SOLE
26	VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES	SH	$1.1M	13428	0.67%	SOLE
27	Meta Platforms, Inc. - Class A Common Stock	CL A	$958K	1701	0.56%	SOLE
28	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	SH	$883K	16853	0.51%	SOLE
29	VANGUARD TAX-MANAGED CAP ITAL APP ADM	SH	$851K	2203	0.50%	SOLE
30	Datadog, Inc. - Class A Common Stock	CL A	$794K	3049	0.46%	SOLE
31	ISHARES CORE S&P 500 ETF	SH	$736K	983	0.43%	SOLE
32	SCHWAB SHORT-TERM U.S. TREASURY ETF	SH	$673K	27859	0.39%	SOLE
33	iShares Core MSCI Emerging Markets ETF	SH	$669K	8074	0.39%	SOLE
34	Vanguard Short-Term Treasury ETF	SH	$623K	10709	0.36%	SOLE
35	Roku, Inc. - Class A Common Stock	CL A	$606K	4387	0.35%	SOLE
36	Netflix, Inc. - Common Stock	COM	$598K	8380	0.35%	SOLE
37	STATE STREET SPDR S&P 500 ETF TRUST	SH	$584K	782	0.34%	SOLE
38	NextEra Energy, Inc. Common Stock	COM	$574K	6541	0.33%	SOLE
39	ISHARES CORE MSCI EAFE ETF	SH	$567K	5866	0.33%	SOLE
40	UnitedHealth Group Incorporated Common Stock (DE)	COM	$543K	1307	0.32%	SOLE
41	Exxon Mobil Corporation Common Stock	COM	$525K	3837	0.31%	SOLE
42	CrowdStrike Holdings, Inc. - Class A Common Stock	CL A	$520K	681	0.30%	SOLE
43	Johnson & Johnson Common Stock	COM	$508K	1999	0.30%	SOLE
44	ELI LILLY AND CO	COM	$507K	423	0.30%	SOLE
45	MASTERCARD INC CLASS A	CL A	$497K	967	0.29%	SOLE
46	Roblox Corporation Class A Common Stock	CL A	$493K	9070	0.29%	SOLE
47	Spotify Technology S.A. Ordinary Shares	ORD	$419K	913	0.24%	SOLE
48	VANGUARD GROWTH INDEX FUND ETF SHARES	SH	$416K	4824	0.24%	SOLE
49	Hims & Hers Health, Inc. Class A Common Stock	CL A	$415K	11964	0.24%	SOLE
50	Taiwan Semiconductor Manufacturing Company Ltd.	SPON ADR	$380K	795	0.22%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.