What does Keudell/Morrison Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Keudell/Morrison Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$47M1.5M9.6%

TCW ETF TRUST

$43M1.1M8.8%

DIMENSIONAL ETF TRUST

$27M698K5.5%

VANGUARD WHITEHALL FDS

$24M363K4.9%

SCHWAB STRATEGIC TR

$21M437K4.4%

APPLE INC

$17M67K3.5%

DIMENSIONAL ETF TRUST

$14M211K2.8%

TORTOISE CAPITAL SERIES TRUS

$11M267K2.3%

VANGUARD WHITEHALL FDS

$11M73K2.2%

J P MORGAN EXCHANGE TRADED F

$10M199K2.0%

Filing history loading…