StockDriftsStockDriftsTop 50 Keudell Morrison Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 9.32% | 1.61M | $52.4M | -4.68%(-79.10K) | $26.79(+27.79%) | 2026-09-30 | |
| FLXR | TCW ETF TRUST | 6.92% | 1.03M | $38.9M | +1.42%(+14.32K) | $39.68(-4.47%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.42% | 685.3K | $30.5M | +2.89%(+19.26K) | $33.31(+34.70%) | 2026-09-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.33% | 385.9K | $24.4M | +2.86%(+10.73K) | $64.18(-1.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.08% | 68.8K | $22.9M | +2.82%(+1.89K) | $66.63(+414.66%) | 2026-09-30 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 2.73% | 384.8K | $15.3M | +2.50%(+9.39K) | $31.55(+32.98%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 2.58% | 269.7K | $14.5M | +7.81%(+19.53K) | $35.32(+52.02%) | 2026-09-30 | |
| LVHI | LEGG MASON ETF INVT | 2.54% | 342.0K | $14.3M | +2.63%(+8.77K) | $37.12(+14.63%) | 2026-09-30 | |
| EDIV | SPDR INDEX SHS FDS | 2.33% | 326.8K | $13.1M | +7.77%(+23.56K) | $39.54(+2.10%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.06% | 159.4K | $11.6M | +1755.01%(+150.81K) | $75.22(-2.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.75% | +4.57% | +25.06% |
| Top 20 Holdings Unweighted | +10.08% | +33.40% | +5.25% | +29.16% |
Keudell Morrison Wealth Management reports $562.48M in US-listed equity holdings across 253 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (9.3%), FLXR (6.9%) and DFAC (5.4%). The top 20 holdings account for 58.75% of reported assets. Its disclosed equity book has returned +30.75% on a three-year cumulative basis. Figures reflect the Q3 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