§ 13F · FUND PROFILE
Keudell/Morrison Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $450.7T (13F)Positions · 228Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$475.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | 1.18M | $46.9T | 9.9% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.60M | $43.8T | 9.2% | NEW |
| 3 | VWOB | VANGUARD WHITEHALL FDS | 294K | $19.8T | 4.2% | NEW |
| 4 | FNDF | SCHWAB STRATEGIC TR | 434K | $19.6T | 4.1% | NEW |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 452K | $17.9T | 3.8% | NEW |
| 6 | AAPL | APPLE INC | 66K | $17.8T | 3.7% | NEW |
| 7 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 517K | $16.6T | 3.5% | NEW |
| 8 | DEXC | DIMENSIONAL ETF TRUST | 216K | $13.1T | 2.7% | NEW |
| 9 | TPYP | TORTOISE CAPITAL SERIES TRUS | 309K | $10.9T | 2.3% | NEW |
| 10 | VYM | VANGUARD WHITEHALL FDS | 75K | $10.7T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEUDELL/MORRISON SIGNAL
AC read
Keudell/Morrison Wealth Management is a Other fund managing $450664.9 trillion in assets. The fund runs a broad portfolio of 228 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed