Keudell/Morrison Wealth Management — 13F holdings

Keudell/Morrison Wealth Management reported 257 holdings worth $562M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. SCHD SCHWAB STRATEGIC TR — $52.4M (9.3%)
  2. FLXR TCW ETF TRUST — $38.9M (6.9%)
  3. DIMENSIONAL ETF TRUST — $30.5M (5.4%)
  4. VWOB VANGUARD WHITEHALL FDS — $24.4M (4.3%)
  5. AAPL APPLE INC — $22.9M (4.1%)
  6. TPYP TORTOISE CAPITAL SERIES TRUS — $15.3M (2.7%)
  7. FNDF SCHWAB STRATEGIC TR — $14.5M (2.6%)
  8. LVHI LEGG MASON ETF INVT — $14.3M (2.5%)
  9. EDIV SPDR INDEX SHS FDS — $13.1M (2.3%)
  10. BIV VANGUARD BD INDEX FDS — $11.6M (2.1%)