Keewaydin Investments LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Keewaydin Investments LLC reported 18 stock positions worth $346.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 43.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 32.2%) and Vanguard Ftse Emerging Marke (VWO, 9.4%). Compared with Q1 2026, it opened 2 new positions, added to 2 and reduced 4. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Southampton, NY
- CIK
- 0002055512
- Portfolio Value
- $346.6M (Q2 2026)
- SEC Filing
- 0001013594-26-000906 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $346.6M
| VEA Vanguard Ftse Developed ETF | 42.98% | 2,090,711 | $149.0M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 32.19% | 162,462 | $111.6M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 9.41% | 546,363 | $32.6M | Reduce -8.5% |
| EWJ iShares MSCI Japan ETF | 8.74% | 324,733 | $30.3M | Reduce -6.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.36% | 6,379 | $4.7M | No change |
| EVLV Evolv Technologies Holdings | 1.16% | 692,360 | $4.0M | No change |
| VNQ Vanguard Real Estate ETF | 1.14% | 40,985 | $4.0M | Add +1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.86% | 4 | $3.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 7,548 | $2.8M | New |
| AMLP Alerian MLP ETF | 0.71% | 47,160 | $2.4M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 3,722 | $1.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.08% | 4,983 | $294K | New |
| EFA iShares MSCI Eafe ETF | 0.08% | 2,640 | $274K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.06% | 1,950 | $220K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 462 | $151K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 1,575 | $139K | No change |
| XOM Exxon Mobil Corp. | 0.01% | 275 | $38K | No change |
| PEP Pepsico Inc. | 0.00% | 108 | $15K | No change |