KELLEHER FINANCIAL ADVISORS
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
766
- Value ($000)
$400,378
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001507971
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Trust S&P | COM | 464287200 | $44.60 M | 11 % | 66,638 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL CL A | COMMON STOCK | 084670108 | $42.99 M | 11 % | 57 | ||
MSFT MICROSOFT CORP COM | COMMON STOCK | 594918104 | $13.74 M | 3 % | 26,530 | ||
RSP Invesco S&P 500 Equal Weight ETF | COM | 46137V357 | $12.57 M | 3 % | 66,281 | ||
GOOG ALPHABET INC CAP STK CL C | COMMON STOCK | 02079K107 | $12.42 M | 3 % | 51,012 | ||
AAPL APPLE INC COM | COMMON STOCK | 037833100 | $9.20 M | 2 % | 36,138 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | COMMON STOCK | 084670702 | $7.18 M | 2 % | 14,280 | ||
AMBFX AMERICAN BALANCED FUND CLASS F2 | MUTUAL FUND | 024071821 | $6.83 M | 2 % | 176,983 | ||
META META PLATFORMS INC CL A | COMMON STOCK | 30303M102 | $6.38 M | 2 % | 8,684 | ||
AAPL Apple, Inc. | COM | 037833100 | $6.03 M | 2 % | 23,671 |
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