CIK 1785498
Keudell/Morrison Wealth Management
Institutional 13F holdings & portfolio
Holdings
232
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLXR | TCW ETF TRUST | 1.2M | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 294K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 434K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 452K | $1M+ | SH |
| AAPL | APPLE INC | 66K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 517K | $1M+ | SH |
| DEXC | DIMENSIONAL ETF TRUST | 216K | $1M+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 309K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 75K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 241K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 100K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 173K | $1M+ | SH |
| AMZN | AMAZON COM INC | 34K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 183K | $1M+ | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 220K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 38K | $1M+ | SH |
| ABBV | ABBVIE INC | 20K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 36K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 21K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 30K | $1M+ | SH |
| RTX | RTX CORPORATION | 17K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 18K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| USB | US BANCORP DEL | 54K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC | 14K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 53K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 16K | $1M+ | SH |
| NKE | NIKE INC | 30K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 9K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| ORCL | ORACLE CORP | 9K | $1M+ | SH |
| DGRO | ISHARES TR | 26K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 5K | $1M+ | SH |
| AMGN | AMGEN INC | 5K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 30K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |