13F Insight
DOSSIER · 13F-HR · Q2 2026

Keudell/Morrison Wealth Management

$529M in tracked AUM across 260 positions as of Q2 2026.

KW
CIK 0001785498 · last filed Jun 30, 2026
Total AUM
$529M
as of Q2 2026
Holdings
260
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Keudell/Morrison Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$54M1.7M10.1%02
FLXR
TCW ETF TRUST
$40M1.0M7.5%03
DFAC
DIMENSIONAL ETF TRUST
$30M666K5.6%04
VWOB
VANGUARD WHITEHALL FDS
$25M375K4.8%05
AAPL
APPLE INC
$19M67K3.7%06
TPYP
TORTOISE CAPITAL SERIES TRUS
$16M375K3.0%07
LVHI
LEGG MASON ETF INVT
$14M333K2.6%08
FNDF
SCHWAB STRATEGIC TR
$13M250K2.5%09
EDIV
SPDR INDEX SHS FDS
$12M303K2.3%10
VYM
VANGUARD WHITEHALL FDS
$12M74K2.2%

Filing history

2026Q2Jun 30
$529M▲ 8.2%
260 positionsView →2026Q1Mar 31
$489M▲ 2.8%
245 positionsView →2025Q4Dec 31
$476M▲ 5.6%
232 positionsView →2025Q2Jun 30
$451M▲ 6.3%
228 positionsLocked2025Q1Mar 31
$424M▲ 10.5%
218 positionsLocked2024Q4Dec 31
$384M▲ 4.1%
220 positionsLocked2024Q3Sep 30
$368M▲ 7.8%
219 positionsLocked2024Q2Jun 30
$342M▲ 3.5%
206 positionsLocked2024Q1Mar 31
$330M▲ 9.0%
204 positionsLocked2023Q4Dec 31
$303M▼ 7.6%
191 positionsLocked2023Q3Sep 30
$328M▼ 5.4%
179 positionsLocked2023Q2Jun 30
$347M▲ 2.2%
186 positionsLocked
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