Fund HoldingsKeudell/Morrison Wealth Management

Total Portfolio Value
$475.92M
Total Bought
$475.84M
Total Sold
$0
Net Transaction
+$475.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TCW ETF TRUST
FLEXIBLE INCOME
01,184,988+1,184,988046,9269.86%+46,926
SCHWAB STRATEGIC TR01,595,818+1,595,818043,7739.20%+43,773
VANGUARD WHITEHALL FDS0293,514+293,514019,7924.16%+19,792
SCHWAB STRATEGIC TR0433,575+433,575019,6024.12%+19,602
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0452,125+452,125017,9003.76%+17,900
APPLE INC(AAPL)065,575+65,575017,8273.75%+17,827
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
0517,138+517,138016,5743.48%+16,574
DIMENSIONAL ETF TRUST
EMERGING MRKTETS
0216,004+216,004013,0732.75%+13,073
TORTOISE CAPITAL SERIES TRUS0309,157+309,157010,9112.29%+10,911
VANGUARD WHITEHALL FDS074,511+74,511010,6942.25%+10,694
MICROSOFT CORP(MSFT)019,787+19,78709,5692.01%+9,569
ALPHABET INC(GOOG)029,301+29,30109,1951.93%+9,195
LEGG MASON ETF INVT
FRANKLIN INTL LW
0241,000+241,00008,8741.86%+8,874
VANGUARD INDEX FDS0100,090+100,09008,8571.86%+8,857
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
0172,577+172,57708,7151.83%+8,715
AMAZON COM INC(AMZN)034,122+34,12207,8761.65%+7,876
SCHWAB STRATEGIC TR0182,825+182,82505,9641.25%+5,964
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
0219,909+219,90905,6031.18%+5,603
ELI LILLY & CO(LLY)05,149+5,14905,5341.16%+5,534
EXXON MOBIL CORP038,301+38,30104,6090.97%+4,609
ABBVIE INC(ABBV)019,963+19,96304,5610.96%+4,561
VANGUARD WORLD FD
ENERGY ETF
035,558+35,55804,4770.94%+4,477
SELECT SECTOR SPDR TR
ST STR TECHN ETF
030,196+30,19604,3470.91%+4,347
VISA INC(V)011,400+11,40003,9980.84%+3,998
NVIDIA CORPORATION(NVDA)021,128+21,12803,9400.83%+3,940
ALPHABET INC(GOOG)012,412+12,41203,8850.82%+3,885
INVESCO QQQ TR06,262+6,26203,8470.81%+3,847
LAM RESEARCH CORP(LRCX)020,753+20,75303,5520.75%+3,552
CATERPILLAR INC(CAT)05,983+5,98303,4270.72%+3,427
HOME DEPOT INC(HD)09,227+9,22703,1750.67%+3,175
SPDR SERIES TRUST
ST STR P500GRW
029,726+29,72603,1720.67%+3,172
RTX CORPORATION(RTX)017,209+17,20903,1560.66%+3,156
PHILIP MORRIS INTL INC(PM)018,440+18,44002,9580.62%+2,958
JPMORGAN CHASE & CO.(JPM)08,884+8,88402,8630.60%+2,863
US BANCORP DEL(USB)053,527+53,52702,8560.60%+2,856
CHEVRON CORP NEW(CVX)017,687+17,68702,6960.57%+2,696
QUALCOMM INC(QCOM)014,207+14,20702,4300.51%+2,430
VERIZON COMMUNICATIONS INC(VZ)053,295+53,29502,1710.46%+2,171
STRYKER CORPORATION(SYK)06,105+6,10502,1460.45%+2,146
META PLATFORMS INC(META)03,142+3,14202,0740.44%+2,074
GILEAD SCIENCES INC(GILD)016,022+16,02201,9670.41%+1,967
NIKE INC(NKE)030,312+30,31201,9310.41%+1,931
VANGUARD SPECIALIZED FUNDS08,503+8,50301,8690.39%+1,869
JOHNSON & JOHNSON(JNJ)08,722+8,72201,8050.38%+1,805
ORACLE CORP(ORCL)09,257+9,25701,8040.38%+1,804
ISHARES TR
CORE DIV GRWTH
025,924+25,92401,8000.38%+1,800
ELEVANCE HEALTH INC FORMERLY(ELV)05,033+5,03301,7640.37%+1,764
AMGEN INC(AMGN)05,356+5,35601,7530.37%+1,753
ALTRIA GROUP INC(MO)030,321+30,32101,7480.37%+1,748
SALESFORCE INC(CRM)06,555+6,55501,7360.36%+1,736
AT&T INC(T)064,430+64,43001,6000.34%+1,600
BROADCOM INC(AVGO)04,481+4,48101,5510.33%+1,551
COSTCO WHSL CORP NEW(COST)01,757+1,75701,5150.32%+1,515
BERKSHIRE HATHAWAY INC DEL02,910+2,91001,4630.31%+1,463
ASML HOLDING N V
N Y REGISTRY SHS
01,310+1,31001,4020.29%+1,402
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
027,304+27,30401,3910.29%+1,391
LTC PPTYS INC(LTC)039,689+39,68901,3650.29%+1,365
L3HARRIS TECHNOLOGIES INC(LHX)04,600+4,60001,3500.28%+1,350
INTERNATIONAL BUSINESS MACHS(IBM)04,543+4,54301,3460.28%+1,346
MERCK & CO INC(MRK)012,657+12,65701,3320.28%+1,332
VANECK ETF TRUST
IG FLOA RATE ETF
049,023+49,02301,2490.26%+1,249
BRISTOL-MYERS SQUIBB CO(BMY)023,109+23,10901,2470.26%+1,247
ISHARES TR08,449+8,44901,1920.25%+1,192
VANECK ETF TRUST
SEMICONDUCTR ETF
03,290+3,29001,1850.25%+1,185
CISCO SYS INC(CSCO)015,005+15,00501,1560.24%+1,156
ISHARES TR011,738+11,73801,1270.24%+1,127
WALMART INC(WMT)010,072+10,07201,1220.24%+1,122
VANGUARD INTL EQUITY INDEX F020,570+20,57001,1060.23%+1,106
ISHARES TR03,399+3,39901,0980.23%+1,098
STARBUCKS CORP(SBUX)012,559+12,55901,0580.22%+1,058
PALANTIR TECHNOLOGIES INC(PLTR)05,889+5,88901,0470.22%+1,047
WELLS FARGO CO NEW(WFC)011,227+11,22701,0460.22%+1,046
REALTY INCOME CORP(O)018,394+18,39401,0370.22%+1,037
ENBRIDGE INC(ENB)021,529+21,52901,0300.22%+1,030
VANGUARD WHITEHALL FDS010,769+10,76909850.21%+985
TOTALENERGIES SE(TTE)014,075+14,07509210.19%+921
MARRIOTT INTL INC NEW(MAR)02,959+2,95909180.19%+918
INTEL CORP(INTC)024,587+24,58709070.19%+907
WORLD GOLD TR(GLDM)010,442+10,44208910.19%+891
PROCTER AND GAMBLE CO(PG)06,213+6,21308900.19%+890
NETFLIX INC(NFLX)09,369+9,36908780.18%+878
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,584+4,58408780.18%+878
SPDR GOLD TR(GLD)02,122+2,12208410.18%+841
ONEOK INC NEW(OKE)011,307+11,30708310.17%+831
LOCKHEED MARTIN CORP(LMT)01,713+1,71308290.17%+829
CROWDSTRIKE HLDGS INC(CRWD)01,729+1,72908100.17%+810
VANGUARD INDEX FDS01,653+1,65308060.17%+806
TEXAS INSTRS INC(TXN)04,639+4,63908050.17%+805
SPDR S&P 500 ETF TR(SPY)01,172+1,17207990.17%+799
UNITEDHEALTH GROUP INC(UNH)02,412+2,41207960.17%+796
BOEING CO(BA)03,621+3,62107860.17%+786
ADOBE INC(ADBE)02,161+2,16107560.16%+756
DUKE ENERGY CORP NEW(DUK)06,360+6,36007450.16%+745
VANGUARD WHITEHALL FDS08,210+8,21007390.16%+739
VANGUARD BD INDEX FDS09,483+9,48307390.16%+739
COCA COLA CO(KO)010,288+10,28807190.15%+719
PIMCO INCOME STRATEGY FD II093,690+93,69007030.15%+703
NATIONAL GRID PLC(NGG)09,050+9,05007000.15%+700
SOUTHERN CO(SO)07,849+7,84906840.14%+684
BRITISH AMERN TOB PLC(BTI)011,908+11,90806740.14%+674
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