Keel Point, LLC
Q4 2025 13F Holdings
- Locationhuntsville, AL
- Num holdings
541
- Value ($000)
$1,659,855
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001386935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $294.48M | 18 % | 469,568 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $63.22M | 4 % | 1,012,021 | ||
NETFLIX INC | COM | 64110L106 | $61.53M | 4 % | 656,265 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $58.32M | 4 % | 85,525 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $49.21M | 3 % | 492,711 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $46.23M | 3 % | 123,791 | ||
APPLE INC | COM | 037833100 | $38.66M | 2 % | 142,218 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $37.24M | 2 % | 387,824 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $36.83M | 2 % | 92,925 | ||
NVIDIA CORPORATION | COM | 67066G104 | $34.9M | 2 % | 187,112 |
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