SEC Form 13F

CASTLEKEEP INVESTMENT ADVISORS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$199,636,591
Positions76

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INTL EQUITY INDEX FVGKFTSE EUROPE ETF$20,397,845230,380
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$16,506,36532,987
SPDR SERIES TRUSTKBEST STR SP BANK$14,455,409211,894
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$12,226,86551,673
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$9,749,76045,823
ISHARES TRIJSSP SMCP600VL ETF$9,272,09867,838
TORTOISE CAPITAL SERIES TRUSTPYPNORTH AMRCN PIPE$8,853,436211,148
HARRIS OAKMARK ETF TRUSTOAKMOAKMARK U S LRG$6,354,138225,564
BERKSHIRE HATHAWAY INC DELBRK.ACL A$5,990,8008
SPDR SERIES TRUSTBILSST STR BL 12 ETF$5,792,76158,289

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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