Stonekeep Investments Activity Report: Q2 2026 Portfolio Changes
This report details observable purchases and sales by Stonekeep Investments, Llc during the quarter ending June 30, 2026.
Stonekeep Investments, Llc managed a portfolio valued at $170,962 as of June 30, 2026. The firm's investment activities for this period are reflected in its holdings changes.
Prominent Purchases Observed
Stonekeep Investments demonstrated significant buying activity during the quarter ending June 30, 2026. Notably, they increased their stake in SCHWAB U.S. BROAD MARKET ETF (SCHB) by SCHB through a share increase of +3.25%, while simultaneously adding shares to ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV). The firm also showed strong interest in VANGUARD TOTAL STOCK MARKET ETF (VTI) by increasing holdings by +4.87%. Furthermore, Stonekeep boosted their position in ISHARES U.S. TREASURY BOND ETF (GOVT) with a GOVT share increase of 6.66%, and they purchased shares of WISDOMTREE FLOATING RATE TREASURY FUND (USFR) despite a subsequent decrease in allocation.
Significant Sales Observed
The most pronounced sale during this period was the reduction of WISDOMTREE FLOATING RATE TREASURY FUND (USFR) allocation by Stonekeep Investments. The firm sold shares resulting in a -26.53% change, indicating a substantial exit from this fund.
New Positions and Acquisitions
Stonekeep Investments initiated several new positions or significantly increased existing ones during Q2 2026. This includes adding shares of TOAST INC (TOST) and VANGUARD GROWTH INDEX FUND ETF SHARES (VUG), which saw a remarkable +500% increase in its position. Other notable acquisitions or additions include holdings of EXXON MOBIL CORP (XOM), KO, JPMORGAN CHASE & CO (JPM), PAN AMERICAN WORLD AIRLINES GROUP INC (PANW), and potentially others not listed in the top holdings but disclosed as significant buys.
No Disclosed Large-Scale Sells or Specific Exits
In contrast to their active selling, Stonekeep Investments did not report any large-scale sell-offs of major positions during this quarter. The data shows no USFR shares were sold (though they were significantly reduced due to prior period increases), and other significant holdings like SCHB, VTI, BND, SGOV, SCHF, and VWO remained relatively stable or increased slightly. The firm also did not exit any of the disclosed top holdings during this specific quarter.
Overall Portfolio Shifts
The changes observed suggest Stonekeep Investments is actively managing its portfolio allocation for Q2 2026, favoring broad market exposure and Treasury bonds while adding to specific equity positions. The overall portfolio structure remains diversified across various sectors as previously reported.