Keewaydin Investments LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Keewaydin Investments LLC reported 16 stock positions worth $317.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 44.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 30.8%) and Vanguard Ftse Emerging Marke (VWO, 10.2%). Compared with Q4 2025, it added to 4 and reduced 5. The biggest buy was Alerian MLP ETF (AMLP, shares +1%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- Southampton, NY
- CIK
- 0002055512
- Portfolio Value
- $317.0M (Q1 2026)
- SEC Filing
- 0001013594-26-000604 ↗ filed May 15, 2026
Holdings Value
Holdings 16 stocks · $317.0M
| VEA Vanguard Ftse Developed ETF | 44.00% | 2,176,727 | $139.5M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 30.75% | 163,125 | $97.5M | Reduce -19.9% |
| VWO Vanguard Ftse Emerging Marke | 10.18% | 597,222 | $32.3M | Reduce -11.7% |
| EWJ iShares MSCI Japan ETF | 9.22% | 346,132 | $29.2M | Reduce -35.9% |
| EVLV Evolv Technologies Holdings | 1.32% | 692,360 | $4.2M | Add +8.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.16% | 6,379 | $3.7M | Add +4.5% |
| VNQ Vanguard Real Estate ETF | 1.13% | 40,468 | $3.6M | Reduce -42.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.91% | 4 | $2.9M | No change |
| AMLP Alerian MLP ETF | 0.76% | 45,985 | $2.4M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 3,722 | $975K | Add +3.2% |
| EFA iShares MSCI Eafe ETF | 0.08% | 2,640 | $256K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.06% | 1,950 | $197K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 462 | $136K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 1,575 | $130K | No change |
| XOM Exxon Mobil Corp. | 0.01% | 275 | $47K | No change |
| PEP Pepsico Inc. | 0.01% | 108 | $17K | No change |