Keewaydin Investments LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Keewaydin Investments LLC reported 16 stock positions worth $375.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 39.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 34.0%) and iShares MSCI Japan ETF (EWJ, 11.6%).

Most Recent 13F
Q2 2026
Location
Southampton, NY
CIK
0002055512
Portfolio Value
$375.8M (Q4 2025)
SEC Filing
0001013594-26-000202 ↗ filed Feb 10, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $375.8M $375.8M Q4 2025 Q1 2026: $317.0M Q1 2026 Q2 2026: $346.6M Q2 2026

Holdings 16 stocks · $375.8M

VEA Vanguard Ftse Developed ETF 39.02% 2,347,487 $146.6M —
VOO Vanguard S&P 500 ETF 34.00% 203,790 $127.8M —
EWJ iShares MSCI Japan ETF 11.60% 540,076 $43.6M —
VWO Vanguard Ftse Emerging Marke 9.67% 676,281 $36.4M —
VNQ Vanguard Real Estate ETF 1.66% 70,465 $6.2M —
EVLV Evolv Technologies Holdings 1.22% 639,475 $4.6M —
QQQ Invesco QQQ Trust Series 1 1.00% 6,102 $3.7M —
BRK.A Berkshire Hathaway Inc. Class A 0.80% 4 $3.0M —
AMLP Alerian MLP ETF 0.57% 45,472 $2.1M —
VB Vanguard Most SM-Cap ETF-Usd 0.25% 3,607 $930K —
EFA iShares MSCI Eafe ETF 0.07% 2,640 $254K —
RWR SS SPDR Dow Jones REIT ETF 0.05% 1,950 $192K —
JPM JPMorgan Chase & Co. 0.04% 462 $149K —
VGK Vanguard Ftse Europe ETF 0.04% 1,575 $132K —
XOM Exxon Mobil Corp. 0.01% 275 $33K —
PEP Pepsico Inc. 0.00% 108 $16K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 18$346.6MVEA, VOO, VWO, EWJ, QQQ
Q1 2026 16$317.0MVEA, VOO, VWO, EWJ, EVLV
Q4 2025 16$375.8MVEA, VOO, EWJ, VWO, VNQ