StockDriftsStockDriftsTop 18 Keewaydin Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 42.98% | 2.09M | $149.0M | -3.95%(-86.02K) | $61.19(+20.24%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 32.19% | 162.5K | $111.6M | -0.41%(-663) | $619.76(+15.14%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.41% | 546.4K | $32.6M | -8.52%(-50.86K) | $53.97(+11.38%) | 2026-06-30 | |
| EWJ | ISHARES INC | 8.74% | 324.7K | $30.3M | -6.18%(-21.40K) | $80.47(+22.04%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.36% | 6.4K | $4.7M | +0.00%(+0) | $606.84(+20.47%) | 2026-06-30 | |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 1.16% | 692.4K | $4.0M | +0.00%(+0) | $7.30(-20.52%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 1.14% | 41.0K | $4.0M | +1.28%(+517) | $89.98(+9.84%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 0.86% | 4 | $3.0M | +0.00%(+0) | $754500.00(+0.99%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.81% | 7.5K | $2.8M | new | $340.86(+12.61%) | 2026-06-30 | |
| AMLP | ALPS ETF TR | 0.71% | 47.2K | $2.4M | +2.56%(+1.18K) | $47.15(+16.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.65% |
Keewaydin Investments LLC reports $346.60M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are VEA (43.0%), VOO (32.2%) and VWO (9.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +11.75% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keewaydin Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055512). View Keewaydin Investments LLC’s 13F filings on SEC