StockDriftsStockDriftsTop 50 Keudell/Morrison Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 10.13% | 1.69M | $53.6M | +10.45%(+159.94K) | $26.79(+28.24%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 7.5% | 1.01M | $39.7M | -8.08%(-88.88K) | $39.70(-1.81%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.58% | 666.1K | $29.5M | -4.61%(-32.20K) | $32.99(+39.57%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.77% | 375.2K | $25.2M | +3.40%(+12.33K) | $64.15(+2.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.66% | 67.0K | $19.4M | +0.32%(+215) | $59.75(+411.13%) | 2026-06-30 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 2.97% | 375.4K | $15.7M | +40.62%(+108.42K) | $31.31(+38.38%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 2.56% | 333.3K | $13.5M | +36.47%(+89.06K) | $37.01(+15.79%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 2.49% | 250.2K | $13.2M | -42.71%(-186.49K) | $33.92(+64.12%) | 2026-06-30 | |
| EDIV | SPDR INDEX SHS FDS | 2.35% | 303.2K | $12.4M | +43.58%(+92.05K) | $39.46(+5.65%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.2% | 73.5K | $11.6M | +0.57%(+419) | $103.00(+61.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.32% | +30.66% | +6.34% | +35.98% |
| Top 20 Holdings Unweighted | +10.32% | +34.25% | +6.93% | +39.82% |
Keudell/Morrison Wealth Management reports $529.23M in US-listed equity holdings across 254 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (10.1%), FLXR (7.5%) and DFAC (5.6%). The top 20 holdings account for 59.74% of reported assets. Its disclosed equity book has returned +30.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keudell/Morrison Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1785498). View Keudell/Morrison Wealth Management’s 13F filings on SEC