Fund HoldingsKELLEHER FINANCIAL ADVISORS

Total Portfolio Value
$704.85M
Total Bought
$434.04M
Total Sold
$129.81M
Net Transaction
+$304.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR056,945+56,945042,6456.05%+42,645
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0131,784+131,784028,0403.98%+28,040
BERKSHIRE HATHAWAY INC DEL032+32023,9633.40%+23,963
ALPHABET INC(GOOG)037,431+37,431013,2261.88%+13,226
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0134,186+134,186011,0491.57%+11,049
PUTNAM ETF TRUST0212,050+212,050010,8041.53%+10,804
APPLE INC(AAPL)23,56445,661+22,0974,83513,2131.87%+8,378
2023 ETF SERIES TRUST0191,105+191,10508,0191.14%+8,019
APPLE INC COM(AAPL)056,210+56,210016,2652.31%+16,265
ALPHABET INC(GOOG)017,060+17,06006,0970.86%+6,097
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I0289,435+289,435010,9641.56%+10,964
AMERICAN BALANCED FUND CLASS F20299,647+299,647012,2861.74%+12,286
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F266,911127,085+60,1745,19210,4021.48%+5,210
MICROSOFT CORP COM(MSFT)038,245+38,245014,2662.02%+14,266
ISHARES TR039,371+39,37104,8980.69%+4,898
AMERICAN GROWTH FUND OF AMERICA CLASS F20112,267+112,26709,8501.40%+9,850
VANGUARD INDEX FDS VANGUARD VALUE ETF27,07046,598+19,5285,31110,1551.44%+4,844
ALPHABET INC CAP STK CL C(GOOG)054,314+54,314019,1912.72%+19,191
BERKSHIRE HATHAWAY INC DEL CL B NEW020,782+20,782010,3991.48%+10,399
AMERICAN INCOME FUND OF AMERICA CLASS F20317,788+317,78808,6691.23%+8,669
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F20112,811+112,81107,6911.09%+7,691
ISHARES TR047,814+47,81403,9260.56%+3,926
VANGUARD INDEX FDS VANGUARD GROWTH ETF086,160+86,16007,4221.05%+7,422
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS028,528+28,52806,7500.96%+6,750
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
074,082+74,08203,4970.50%+3,497
ISHARES TR033,551+33,55103,3780.48%+3,378
ALPHABET INC CL A(GOOG)017,576+17,57606,2810.89%+6,281
FIDELITY CONTRA FUND0228,737+228,73706,1300.87%+6,130
NVIDIA CORP COM(NVDA)029,590+29,59005,9210.84%+5,921
DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS51,29298,224+46,9322,8205,9690.85%+3,150
BERKSHIRE HATHAWAY INC DEL06,229+6,22903,1170.44%+3,117
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F30106,005+106,00507,2301.03%+7,230
STATE STR SPDR S&P 500 ETF T(SPY)03,993+3,99302,9840.42%+2,984
ISHARES TR026,010+26,01002,8700.41%+2,870
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF018,708+18,70805,6710.80%+5,671
DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS42,61381,125+38,5122,4875,2760.75%+2,789
AMERICAN INCOME FUND OF AMERICA CLASS F30196,665+196,66505,3690.76%+5,369
AMERICAN GROWTH FUND OF AMERICA CLASS F3066,315+66,31505,8480.83%+5,848
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3063,774+63,77405,2240.74%+5,224
JPMORGAN CHASE & CO COM(JPM)014,125+14,12504,6230.66%+4,623
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)06,814+6,81405,0880.72%+5,088
SPDR GOLD TR(GLD)06,427+6,42702,3670.34%+2,367
AMERICAN CENTY ETF TR024,327+24,32702,3470.33%+2,347
VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES0168,994+168,99405,3220.76%+5,322
BANK AMER CORP COM073,436+73,43604,1840.59%+4,184
INVESCO QQQ TR03,004+3,00402,2130.31%+2,213
NVIDIA CORPORATION(NVDA)4,16213,333+9,1716582,6680.38%+2,010
MICROSOFT CORP(MSFT)6,68814,244+7,5563,3275,3130.75%+1,987
STATE STR SPDR DOW JONES IND(DIA)03,722+3,72201,9450.28%+1,945
UNITED STATES TREAS BILLS 0.000 03/18/27 B/E DTD 03/19/26(B)800,0002,790,000+1,990,0007732,7140.39%+1,942
ABBVIE INC(ABBV)6,41412,177+5,7631,1913,0640.43%+1,874
ISHARES TR 1-3 YR TREAS BD ETF19,91142,622+22,7111,6443,5000.50%+1,856
AMERICAN BALANCED FUND CLASS F3089,888+89,88803,6870.52%+3,687
GOLDMAN SACHS GROUP INC(GS)01,778+1,77801,7990.26%+1,799
CORNING INC COM(GLW)4,5729,144+4,5726222,3360.33%+1,714
UNITED STATES TREAS BILLS 0.000 04/15/27 B/E DTD 04/16/2601,640,000+1,640,00001,5910.23%+1,591
UNITED STATES TREAS BILLS 0.000 05/13/27 B/E DTD 05/14/2601,600,000+1,600,00001,5470.22%+1,547
NEBIUS GROUP N.V.(NBIS)05,498+5,49801,5180.22%+1,518
AMERICAN EUPAC FUND CLASS F3047,040+47,04003,0020.43%+3,002
VANGUARD INDEX FDS017,040+17,04001,4680.21%+1,468
CISCO SYS INC(CSCO)4,61514,497+9,8823201,7030.24%+1,383
ADVANCED MICRO DEVICES INC(AMD)02,558+2,55801,4860.21%+1,486
MASTERCARD INCORPORATED(MA)02,657+2,65701,3650.19%+1,365
TESLA INC COM(TSLA)06,390+6,39002,6880.38%+2,688
APOLLO GLOBAL MGMT INC NEW COM(APO)021,496+21,49602,5430.36%+2,543
GE AEROSPACE(GE)03,450+3,45001,2890.18%+1,289
KLA CORP(KLAC)04,268+4,26801,2880.18%+1,288
AMAZON COM INC(AMZN)25,40628,770+3,3645,5746,8570.97%+1,283
UNITEDHEALTH GROUP INC COM(UNH)04,522+4,52201,8790.27%+1,879
TESLA INC(TSLA)03,069+3,06901,2910.18%+1,291
VANGUARD INDEX FDS05,656+5,65601,2330.17%+1,233
BUILDERS FIRSTSOURCE INC(BLDR)013,443+13,44301,2030.17%+1,203
AMAZON COM INC COM(AMZN)029,374+29,37407,0010.99%+7,001
CITIGROUP INC COM NEW(C)014,002+14,00201,9600.28%+1,960
ELI LILLY & CO(LLY)01,034+1,03401,2400.18%+1,240
AMPHENOL CORP06,563+6,56301,1570.16%+1,157
ISHARES TR CORE S&P 500 ETF04,488+4,48803,3610.48%+3,361
EATON CORP PLC(ETN)02,647+2,64701,1280.16%+1,128
CATERPILLAR INC(CAT)01,065+1,06501,1350.16%+1,135
META PLATFORMS INC(META)01,957+1,95701,1020.16%+1,102
VANGUARD INDEX FDS02,889+2,88901,0690.15%+1,069
COLUMBIA DIVIDEND INCOME FUND INST3 CLASS048,844+48,84401,9810.28%+1,981
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
020,442+20,44201,9740.28%+1,974
LILLY ELI & CO COM(LLY)01,464+1,46401,7560.25%+1,756
GILEAD SCIENCES INC(GILD)08,272+8,27201,0450.15%+1,045
VANGUARD INDEX FDS MORNINGSTAR MID CAP ETF029,070+29,07002,3420.33%+2,342
VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES016,855+16,85501,8660.26%+1,866
AMERICAN NEW WORLD FUND CLASS F2017,564+17,56401,9020.27%+1,902
AMGEN INC(AMGN)02,782+2,78201,0070.14%+1,007
INTERNATIONAL BUSINESS MACHS(IBM)2,4055,720+3,3157091,6090.23%+900
BNY DREYFUS MONEY MARKET INCOME FUND WEALTH CLASS3,901,6294,794,036+892,4073,9024,7940.68%+892
CISCO SYS INC COM(CSCO)014,093+14,09301,6550.23%+1,655
INTEL CORP COM(INTC)07,423+7,42301,0360.15%+1,036
DODGE & COX STOCK FUND CLASS I097,859+97,85901,6580.24%+1,658
BNY DREYFUS GOV CASH MANAGEMENT FUND INVESTOR SHARES1,659,8332,529,448+869,6151,6602,5290.36%+870
JOHNSON & JOHNSON(JNJ)8,1958,324+1291,2522,1140.30%+862
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD
SHRT TRM CORP BD
020,200+20,20001,5960.23%+1,596
JPMORGAN CHASE & CO(JPM)02,866+2,86609380.13%+938
ENERGY TRANSFER L P(ET)043,696+43,69608350.12%+835
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF015,942+15,94201,5370.22%+1,537
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