Keewaydin Investments LLC — 13F Holdings & Portfolio

CIK 2055512 · latest 13F-HR filed 2026-05-15

Keewaydin Investments LLC manages $317.0M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VEA (44.00%), VOO (30.75%), VWO (10.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 3, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$317.0M

Long-equity book

Holdings

16

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑3 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPS ETF TR$282.6K +13.2%
  • EXXON MOBIL CORP$13.6K +41.0%
  • PEPSICO INC$1.3K +8.2%
Show all 3

Top Trims

  • VANGUARD INDEX FDS-$30.3M -23.7%
  • ISHARES INC-$14.4M -33.0%
  • VANGUARD INTL EQUITY INDEX F-$4.1M -11.2%
  • VANGUARD INDEX FDS-$2.6M -42.4%
  • EVOLV TECHNOLOGIES HOLDINGS-$389.9K -8.5%
Show all 6

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $139.5M 44.00% 2,176,727 SH
2 VANGUARD INDEX FDS VOO 922908363 $97.5M 30.75% 163,125 SH
3 VANGUARD INTL EQUITY INDEX F VWO 922042858 $32.3M 10.18% 597,222 SH
4 ISHARES INC EWJ 46434G822 $29.2M 9.22% 346,132 SH
5 EVOLV TECHNOLOGIES HOLDINGS EVLV 30049H102 $4.2M 1.32% 692,360 SH
6 INVESCO QQQ TR QQQ 46090E103 $3.7M 1.16% 6,379 SH
7 VANGUARD INDEX FDS VNQ 922908553 $3.6M 1.13% 40,468 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $2.9M 0.91% 4 SH
9 ALPS ETF TR AMLP 00162Q452 $2.4M 0.76% 45,985 SH
10 VANGUARD INDEX FDS VB 922908751 $974.9K 0.31% 3,722 SH
11 ISHARES TR EFA 464287465 $256.4K 0.08% 2,640 SH
12 SPDR SERIES TRUST RWR 78464A607 $196.9K 0.06% 1,950 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $135.9K 0.04% 462 SH
14 VANGUARD INTL EQUITY INDEX F VGK 922042874 $129.8K 0.04% 1,575 SH
15 EXXON MOBIL CORP XOM 30231G102 $46.7K 0.01% 275 SH
16 PEPSICO INC PEP 713448108 $16.8K 0.01% 108 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $317.0M 16 0001013594-26-000604
2025-12-31 2026-02-10 $375.8M 16 0001013594-26-000202