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Scott Geppert

Stonekeep Investments, Llc

Assets Managed
$171.813M
Holdings
81
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.39%(2Q avg: 5.01%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonekeep Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Stonekeep Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 171.813M in assets, with a quarterly growth rate of 11.39% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Scott Geppert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 3.25%
15.93%
$27.368M
945,015 shares@ $28.97 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.87%
10.57%
$18.159M
49,073 shares@ $370.05 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -26.53%
7.17%
$12.313M
244,549 shares@ $50.35 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
5.98%
$10.26M
101,913 shares@ $100.68 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.68%
5.58%
$9.576M
160,433 shares@ $59.69 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1.35%
5%
$8.577M
309,654 shares@ $27.7 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.97%
3.82%
$6.557M
89,320 shares@ $73.42 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.87%
3.79%
$6.511M
91,382 shares@ $71.26 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.57%
3.08%
$5.283M
12,561 shares@ $420.59 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 0.38%
3.03%
$5.189M
224,356 shares@ $23.13 avg price

1-10 of 81