Stonekeep Investments, LLC
All 13F Filings
- Location
- Sante Fe, NM
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 154,256
- Description
- Sante Fe New Mexico based planning integrated investment advisor with an independent advisory structure and a governance centered and selective investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and fundamental research depth for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through mandate level transparency and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 66 | 154,256 | 13F-HR | Stonekeep Investments, LLC |
| Q4 2025 | 1/7/2026 | 61 | 156,395 | 13F-HR/A - RESTATEMENT | Stonekeep Investments, LLC |
| Q4 2025 | 1/7/2026 | 11 | 3,213 | 13F-HR | Stonekeep Investments, LLC |
| Q3 2025 | 10/16/2025 | 65 | 157,821 | 13F-HR | Stonekeep Investments, LLC |
| Q2 2025 | 7/10/2025 | 65 | 148,510 | 13F-HR | Stonekeep Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.53 K | 30.2% | 0 | 109.9 K | -109.9 K |
| ETFs | 107.7 K | 69.8% | 107.7 K | 0 | 107.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
154,256
Holdings
66
QoQ value change ($000)
-2,139
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.