13F Insight
DOSSIER · 13F-HR · Q3 2026

Keudell/Morrison Wealth Management

$562M in tracked AUM across 257 positions as of Q3 2026.

KW
CIK 0001785498 · last filed Sep 30, 2026
Total AUM
$562M
as of Q3 2026
Holdings
257
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Keudell/Morrison Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$52M1.6M9.3%02
FLXR
TCW ETF TRUST
$39M1.0M6.9%03
DFAC
DIMENSIONAL ETF TRUST
$30M685K5.4%04
VWOB
VANGUARD WHITEHALL FDS
$24M386K4.3%05
AAPL
APPLE INC
$23M69K4.1%06
TPYP
TORTOISE CAPITAL SERIES TRUS
$15M385K2.7%07
FNDF
SCHWAB STRATEGIC TR
$14M270K2.6%08
LVHI
LEGG MASON ETF INVT
$14M342K2.5%09
EDIV
SPDR INDEX SHS FDS
$13M327K2.3%10
BIV
VANGUARD BD INDEX FDS
$12M159K2.1%

Filing history

2026Q3Sep 30
$562M▲ 6.3%
257 positionsView →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 positionsLocked
Showing 12 of 30