KELLEHER FINANCIAL ADVISORS
KELLEHER FINANCIAL ADVISORS reported 864 positions worth $704.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $46.0M | 6.53% | 61,433 | — | — | |
| ▸ 2 | GOOG | SH | $32.8M | 4.65% | 92,845 | — | — | |
| ▸ 3 | AAPL | SH | $32.3M | 4.59% | 111,733 | — | — | |
| ▸ 4 | BRK-A | SH | $30.0M | 4.25% | 40 | — | — | |
| ▸ 5 | RSP | SH | $28.0M | 3.98% | 131,784 | — | — | |
| ▸ 6 | MSFT | SH | $21.6M | 3.07% | 57,918 | — | — | |
| ▸ 7 | AMZN | SH | $14.3M | 2.03% | 60,179 | — | — | |
| ▸ 8 | BRK-B | SH | $14.1M | 2.00% | 28,121 | — | — | |
| ▸ 9 | GOOGL | SH | $14.0M | 1.99% | 39,268 | — | — | |
| ▸ 10 | AMBFX | SH | $12.3M | 1.74% | 299,647 | — | — |
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Frequently Asked Questions
What stocks does KELLEHER FINANCIAL ADVISORS hold as of Q2 2026?
KELLEHER FINANCIAL ADVISORS reported 864 positions worth $704.8M in its Q2 2026 13F filing. Largest positions: IVV (6.5%), GOOG (4.7%), AAPL (4.6%), BRK-A (4.2%) and RSP (4.0%).
What did KELLEHER FINANCIAL ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KELLEHER FINANCIAL ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.