Keudell/Morrison Wealth Management: 13F holdings
CIK 17854982026Q2
| Positions | 254 |
|---|
| Reported value | $529.2m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 254 (+9 vs prior quarter) |
|---|
| Reported value | $529.2m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD SCHWAB STRATEGIC TR | 1,690,577 | $53.6m | 10.1% |
| FLXR TCW ETF TRUST | 1,011,488 | $39.7m | 7.5% |
| DIMENSIONAL ETF TRUST | 666,074 | $29.5m | 5.6% |
| VWOB VANGUARD WHITEHALL FDS | 375,202 | $25.2m | 4.8% |
| AAPL APPLE INC | 66,958 | $19.4m | 3.7% |
| TPYP TORTOISE CAPITAL SERIES TRUS | 375,370 | $15.7m | 3.0% |
| LVHI LEGG MASON ETF INVT | 333,256 | $13.5m | 2.6% |
| EWU SCHWAB STRATEGIC TR | 250,158 | $13.2m | 2.5% |
| EDIV SPDR INDEX SHS FDS | 303,249 | $12.4m | 2.3% |
| VYM VANGUARD WHITEHALL FDS | 73,504 | $11.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1785498")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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