Keel Point, LLC: 13F holdings
CIK 13869352026Q2
| Positions | 514 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 514 (+54 vs prior quarter) |
|---|
| Reported value | $1.7bn (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 557,683 | $383.0m | 22.6% |
| VEA VANGUARD TAX-MANAGED FDS | 1,321,242 | $94.1m | 5.6% |
| AGG ISHARES TR | 535,197 | $53.0m | 3.1% |
| IWB ISHARES TR | 122,452 | $50.1m | 3.0% |
| NFLX NETFLIX INC. | 643,275 | $45.9m | 2.7% |
| AAPL APPLE INC | 127,320 | $36.8m | 2.2% |
| GLD SPDR GOLD TR | 92,078 | $33.9m | 2.0% |
| EFA ISHARES TR | 308,982 | $32.1m | 1.9% |
| NVDA NVIDIA CORPORATION | 155,025 | $31.0m | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 40,613 | $30.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1386935")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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