Fund HoldingsKELLEHER FINANCIAL ADVISORS

Total Portfolio Value
$704.85M
Total Bought
$392.02M
Total Sold
$148.01M
Net Transaction
+$244.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
21,645131,784+110,1393,93428,0403.98%+24,106
ALPHABET INC CAP STK CL C(GOOG)5,47654,314+48,83897119,1912.72%+18,219
ALPHABET INC(GOOG)5,47637,431+31,95597113,2261.88%+12,254
APPLE INC COM(AAPL)23,56456,210+32,6464,83516,2652.31%+11,430
MICROSOFT CORP COM(MSFT)6,68838,245+31,5573,32714,2662.02%+10,939
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
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
48,648134,186+85,5383,09911,0491.57%+7,950
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS728,528+28,52116,7500.96%+6,749
BERKSHIRE HATHAWAY INC DEL CL B NEW7,53020,782+13,2523,65810,3991.48%+6,741
ALPHABET INC CL A(GOOG)3,13517,576+14,4415526,2810.89%+5,729
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I153,190289,435+136,2455,30010,9641.56%+5,663
ALPHABET INC(GOOG)3,13517,060+13,9255526,0970.86%+5,544
AMERICAN BALANCED FUND CLASS F2184,530299,647+115,1176,81312,2861.74%+5,473
NVIDIA CORP COM(NVDA)4,16229,590+25,4286585,9210.84%+5,263
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F266,911127,085+60,1745,19210,4021.48%+5,210
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)1866,814+6,6281155,0880.72%+4,974
ISHARES TR039,371+39,37104,8980.69%+4,898
AMERICAN GROWTH FUND OF AMERICA CLASS F267,910112,267+44,3575,0049,8501.40%+4,847
VANGUARD INDEX FDS VANGUARD VALUE ETF27,07046,598+19,5285,31110,1551.44%+4,844
JPMORGAN CHASE & CO COM(JPM)33114,125+13,794964,6230.66%+4,527
AMERICAN INCOME FUND OF AMERICA CLASS F2164,998317,788+152,7904,3968,6691.23%+4,274
BANK AMER CORP COM47573,436+72,961224,1840.59%+4,162
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F262,987112,811+49,8243,7417,6911.09%+3,950
ISHARES TR54247,814+47,272453,9260.56%+3,881
VANGUARD INDEX FDS VANGUARD GROWTH ETF8,36086,160+77,8003,6527,4221.05%+3,770
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
074,082+74,08203,4970.50%+3,497
ISHARES TR 1-3 YR TREAS BD ETF54242,622+42,080453,5000.50%+3,455
FIDELITY CONTRA FUND122,830228,737+105,9072,8206,1300.87%+3,310
ISHARES TR64333,551+32,908783,3780.48%+3,300
META PLATFORMS INC CL A(META)1,7918,202+6,4111,3224,6200.66%+3,298
DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS51,29298,224+46,9322,8205,9690.85%+3,150
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F369,894106,005+36,1114,1527,2301.03%+3,077
STATE STR SPDR S&P 500 ETF T(SPY)1863,993+3,8071152,9840.42%+2,869
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF10,85418,708+7,8542,8435,6710.80%+2,828
DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS42,61381,125+38,5122,4875,2760.75%+2,789
AMERICAN INCOME FUND OF AMERICA CLASS F397,659196,665+99,0062,6035,3690.76%+2,766
AMERICAN GROWTH FUND OF AMERICA CLASS F341,77966,315+24,5363,0935,8480.83%+2,755
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F332,96063,774+30,8142,5595,2240.74%+2,665
TESLA INC COM(TSLA)1406,390+6,250442,6880.38%+2,643
AMERICAN CENTY ETF TR024,327+24,32702,3470.33%+2,347
VANGUARD INDEX FDS MORNINGSTAR MID CAP ETF4529,070+29,025132,3420.33%+2,330
VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES106,116168,994+62,8783,0785,3220.76%+2,243
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
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
2220,442+20,42021,9740.28%+1,972
CITIGROUP INC COM NEW(C)13214,002+13,870111,9600.28%+1,948
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
UNITEDHEALTH GROUP INC COM(UNH)674,522+4,455211,8790.27%+1,859
AMERICAN BALANCED FUND CLASS F353,10989,888+36,7791,9613,6870.52%+1,726
GOLDMAN SACHS GROUP INC(GS)1051,778+1,673741,7990.26%+1,724
CORNING INC COM(GLW)4,5729,144+4,5726222,3360.33%+1,714
UBER TECHNOLOGIES INC COM(UBER)11823,644+23,526111,7060.24%+1,695
LILLY ELI & CO COM(LLY)1011,464+1,363781,7560.25%+1,678
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
AMERICAN EUPAC FUND CLASS F325,42547,040+21,6151,4983,0020.43%+1,504
Goldman Sachs Group Inc(GS)1051,537+1,432741,5540.22%+1,480
AMAZON COM INC COM(AMZN)25,40629,374+3,9685,5747,0010.99%+1,427
SPDR GOLD TR(GLD)3,1976,427+3,2309742,3670.34%+1,393
CISCO SYS INC(CSCO)4,61514,497+9,8823201,7030.24%+1,383
ADVANCED MICRO DEVICES INC(AMD)8192,558+1,7391161,4860.21%+1,370
APOLLO GLOBAL MGMT INC NEW COM(APO)10,74821,496+10,7481,1982,5430.36%+1,346
CISCO SYS INC COM(CSCO)4,61514,093+9,4783201,6550.23%+1,335
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
TESLA INC(TSLA)1403,069+2,929441,2910.18%+1,246
MASTERCARD INCORPORATED(MA)3532,657+2,3041981,3650.19%+1,166
ELI LILLY & CO(LLY)1011,034+933781,2400.18%+1,162
INVESCO QQQ TR1,9063,004+1,0981,0522,2130.31%+1,161
VISA INC COM CL A(V)1553,494+3,339551,1990.17%+1,144
CATERPILLAR INC(CAT)251,065+1,040101,1350.16%+1,125
Alphabet Inc Class A(GOOG)3,1354,632+1,4975521,6550.23%+1,103
BROADCOM INC COM(AVGO)1702,940+2,770471,1110.16%+1,064
COLUMBIA DIVIDEND INCOME FUND INST3 CLASS24,32748,844+24,5179281,9810.28%+1,053
GILEAD SCIENCES INC(GILD)538,272+8,21961,0450.15%+1,039
Gilead Sciences Inc(GILD)538,212+8,15961,0370.15%+1,032
TEXAS INSTRS INC COM(TXN)5823,858+3,2761211,1500.16%+1,029
AMPHENOL CORP1,3086,563+5,2551291,1570.16%+1,028
VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES8,31516,855+8,5408561,8660.26%+1,010
AMERICAN NEW WORLD FUND CLASS F29,75717,564+7,8078931,9020.27%+1,009
NEBIUS GROUP N.V.(NBIS)5,1625,498+3365361,5180.22%+983
AMGEN INC(AMGN)2112,782+2,571591,0070.14%+949
INTEL CORP COM(INTC)5,5797,423+1,8441251,0360.15%+911
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
DODGE & COX STOCK FUND CLASS I48,77197,859+49,0887851,6580.24%+873
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
9,28520,200+10,9157361,5960.23%+860
JPMORGAN CHASE & CO(JPM)3312,866+2,535969380.13%+842
Amgen, Inc.(AMGN)2112,474+2,263598960.13%+837
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF7,96615,942+7,9767071,5370.22%+831
Caterpillar Inc(CAT)25771+746108210.12%+811
BOEING CO COM(BA)1253,856+3,731268350.12%+809
GE AEROSPACE(GE)1,9303,450+1,5204971,2890.18%+793
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027(BABA)928,276+8,184107940.11%+784
ISHARES TR TIPS BD ETF7,22014,440+7,2207971,5800.22%+783
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