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CIK: 0001785498
Total reported value
$529.2M
$529.2M
232 檔
28.0%
During the Q4 2025 filing period, Keudell/Morrison Wealth Management (CIK: 0001785498) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $529.2M across 232 reported positions.
In Q4 2025, Keudell/Morrison Wealth Management displayed an active expansion posture, initiating 11 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLXR | Tcw Flexible Income ETF | ETF-Other | 9.86% | -1.35% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.20% | +0.53% | +36.15% | |
| 3 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.16% | -0.10% | +44.04% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.12% | -1.88% | -31.39% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.76% | +0.03% | +3.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.20% | -1.68% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 3.48% | — | +5.57% | |
| 8 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 2.75% | -2.01% | +11.31% | |
| 9 | TPYP | Tortoise North American Pipe | ETF-Other | 2.29% | +0.66% | +10.66% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.25% | -0.02% | -50.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.10% | +4.83% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +0.24% | -2.43% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 1.86% | +0.54% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.86% | +0.01% | +3095.72% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.83% | -0.07% | +61.37% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.15% | +4.77% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.25% | +0.12% | +7.61% | |
| 18 | CGHM | Cap Group Muni High-income | ETF-Other | 1.18% | -0.01% | +49.86% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.20% | -1.55% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.35% | -5.94% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.06% | -6.77% | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 0.94% | -0.19% | +2.31% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.27% | +104.75% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.04% | -1.54% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.10% | +7.12% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.03% | -2.68% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.12% | +5.37% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.80% | +1.11% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.22% | +0.08% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.01% | -0.12% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.09% | +5.47% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.06% | -0.23% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | +0.01% | +13.48% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.02% | -6.33% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.60% | +0.04% | -17.23% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.23% | +2.68% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | +0.13% | -2.66% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.07% | +4.12% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.45% | -0.05% | +0.31% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.04% | -5.67% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.41% | -0.08% | +225.72% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.41% | -0.09% | -0.44% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | — | +3.07% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | -13.40% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.01% | -5.97% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | — | -4.49% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.37% | +0.07% | +0.40% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.01% | +1.15% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.37% | +0.03% | +12.24% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.06% | -7.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +3.6% | +36.15% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +1.8% | +3095.72% | Add |
| 3 | DEXC | Dimensional Em Ex Cce ETF | +1.4% | +11.31% | Add |
| 4 | VWOB | Vanguard Emerg Mkts Gov Bnd | +1.2% | +44.04% | Add |
| 5 | DFAC | Dimensional US Core Equity 2 | +1.1% | +3.28% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | -2.43% | Trim |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.7% | +61.37% | Add |
| 8 | LRCX | Lam Research CORP | +0.4% | +1.11% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.68% | Trim |
| 10 | NVDA | Nvidia CORP | +0.3% | +7.12% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.3% | +7.61% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +4.83% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.3% | +4.77% | Add |
| 14 | CAT | Caterpillar Inc | +0.2% | +0.08% | Trim |
| 15 | GILD | Gilead Sciences Inc | +0.2% | +225.72% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.2% | +104.75% | Add |
| 17 | RTX | Rtx CORP | +0.2% | -0.23% | Add |
| 18 | AVGO | Broadcom Inc | +0.2% | +5.19% | Add |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +5.47% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.37% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | -1.55% | Trim |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.03% | Add |
| 23 | AAPL | Apple Inc | +0.1% | -1.68% | Trim |
| 24 | ASML | ASML Holding N.V. | +0.1% | -0.23% | Add |
| 25 | COST | Costco Wholesale CORP | -0.2% | -16.53% | Trim |
| 26 | UNH | Unitedhealth Group Inc | -0.2% | -26.66% | Trim |
| 27 | JMST | JPM Ultra-short Muni Income | -0.2% | -60.03% | Trim |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -65.07% | Trim |
| 29 | T | At&t Inc | -0.2% | -14.05% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -37.87% | Trim |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -1.2% | -31.39% | Trim |
| 32 | HEQT | Simplify Hedged Equity ETF | -2.2% | +5.57% | Trim |
| 33 | VYM | Vanguard High Dvd Yield ETF | -2.5% | -50.43% | Trim |
| 34 | GLDM | Spdr Gold Minishares Trust | -3.6% | -81.07% | Trim |
| 35 | FLTR | Vaneck Ig Floating Rate ETF | -6.9% | -96.95% | Trim |
| 36 | FLBL | Franklin Senior Loan ETF | -8.5% | -98.37% | Trim |
| 37 | FLXR | Tcw Flexible Income ETF | — | NEW | New buy |
| 38 | TPYP | Tortoise North American Pipe | — | NEW | New buy |
| 39 | TPYP | Tortoise North American Pipeline Fund | — | EXIT | Sold out |
| 40 | LVHI | Franklin International Low V | — | NEW | New buy |
| 41 | CGHM | Cap Group Muni High-income | — | NEW | New buy |
| 42 | TTE | TotalEnergies SE | — | NEW | New buy |
| 43 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 44 | PFN | Pimco Income Strategy Fd Ii | — | NEW | New buy |
| 45 | CCI | Crown Castle Inc | — | EXIT | Sold out |
| 46 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 47 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 48 | BLV | Vanguard Long-term Bond ETF | — | NEW | New buy |
| 49 | KYMR | Kymera Therapeutics Inc | — | NEW | New buy |
| 50 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
According to official SEC Form 13F filings, Keudell/Morrison Wealth Management reported a total U.S. public equity portfolio value of $529.2M across 232 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FLXR, SCHD, VWOB) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
FLXR
市值: $46.9M
Top Position Liquidated / Trimmed
TPYP
前期市值: $9.7M
During Q4 2025, Keudell/Morrison Wealth Management's top holdings by market value included FLXR (9.9%)、SCHD (9.2%)、VWOB (4.2%). The largest single position, FLXR, represented 9.9% of total portfolio value.
In Q4 2025, Keudell/Morrison Wealth Management made 50 total portfolio adjustments, initiating 11 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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