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Keel Point, LLC

Q3 2025 13F Holdings

  • Location
    huntsville, AL
  • Num holdings

    528

  • Value ($000)

    $1,625,941

  • Date Filed
    12/16/2025
  • Form type
    13F-HR
  • CIK
    0001386935
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$276.14M
17 %

450,932

N
NFLX

NETFLIX INC

COM
64110L106
$79.55M
5 %

66,349

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$61.12M
4 %

91,744

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$57.72M
4 %

963,241

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$46.22M
3 %

460,998

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$45.65M
3 %

124,893

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$36.91M
2 %

395,348

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$34.53M
2 %

185,051

A
AAPL

APPLE INC

COM
037833100
$33.62M
2 %

132,034

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$32.23M
2 %

90,682

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