Keudell/Morrison Wealth Management
Keudell/Morrison Wealth Management reported 260 positions worth $529.2M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SCHD (10.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $53.6M | 10.13% | 1,690,577 | — | — | |
| ▸ 2 | FLXR | SH | $39.7M | 7.49% | 1,011,488 | — | — | |
| ▸ 3 | DFAC | SH | $29.5M | 5.58% | 666,074 | — | — | |
| ▸ 4 | VWOB | SH | $25.2M | 4.77% | 375,202 | — | — | |
| ▸ 5 | AAPL | SH | $19.4M | 3.66% | 66,958 | — | — | |
| ▸ 6 | TPYP | SH | $15.7M | 2.97% | 375,370 | — | — | |
| ▸ 7 | LVHI | SH | $13.5M | 2.56% | 333,256 | — | — | |
| ▸ 8 | FNDF | SH | $13.2M | 2.49% | 250,158 | — | — | |
| ▸ 9 | EDIV | SH | $12.4M | 2.35% | 303,249 | — | — | |
| ▸ 10 | VYM | SH | $11.6M | 2.19% | 73,504 | — | — |
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Frequently Asked Questions
What stocks does Keudell/Morrison Wealth Management hold as of Q2 2026?
Keudell/Morrison Wealth Management reported 260 positions worth $529.2M in its Q2 2026 13F filing. Largest positions: SCHD (10.1%), FLXR (7.5%), DFAC (5.6%), VWOB (4.8%) and AAPL (3.7%).
What did Keudell/Morrison Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keudell/Morrison Wealth Management 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.