Stonekeep Investments, LLC
RIA/Wealth
Stonekeep Investments, LLC is a RIA/Wealth led by Michael Chase Reid, managing $157.8M across 65 long positions as of Q3 2025 with 80% ETF concentration and 66% concentrated in top 10 holdings.
Managing PartnerMichael Chase Reid
- Portfolio Value
- $157.8M
- Positions
- 65
- Top Holding
- SCHB at 14.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stonekeep Investments, LLC's portfolio (66% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.7M | 14.40% | +$554.4K Bought | — 883.7K shares | |
ETF ETF | $22.1M | 13.98% | +$1.0M Bought | — 438.8K shares | |
ETF ETF | $13.9M | 8.78% | +$231.0K Bought | — 42.2K shares | |
ETF ETF | $10.8M | 6.85% | -$2.0M Sold | — 107.4K shares | |
ETF ETF | $7.5M | 4.74% | +$229.6K Bought | — 138.0K shares | |
ETF ETF | $7.0M | 4.47% | +$150.1K Bought | — 302.8K shares | |
ETF ETF | $5.6M | 3.54% | +$205.3K Bought | — 75.2K shares | |
Auto - Manufacturers Consumer Cyclical | $5.4M | 3.43% | -$704.9K Sold | 0.00% 12.2K shares | |
ETF ETF | $4.7M | 3.00% | +$60.4K Bought | — 79.0K shares | |
ETF ETF | $4.5M | 2.86% | +$348.6K Bought | — 192.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stonekeep Investments, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+38.89% | |
+13.54% | |
+8.38% | |
+8.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-62.57% | |
-34.56% | |
-24.15% | |
-22.98% |
Analytics
Portfolio insights and performance metrics for Stonekeep Investments, LLC
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