Keudell/Morrison Wealth Management
Q4 2025 13F Holdings
- Locationsalem, OR
- Num holdings
232
- Value ($000)
$475,919
- Date Filed02/06/2026
- Form type13F-HR
- CIK0001785498
- 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 |
|---|---|---|---|---|---|---|---|
TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 | $46.93M | 10 % | 1,184,988 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $43.77M | 9 % | 1,595,818 | ||
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $19.79M | 4 % | 293,514 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $19.6M | 4 % | 433,575 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.9M | 4 % | 452,125 | ||
APPLE INC | COM | 037833100 | $17.83M | 4 % | 65,575 | ||
SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | $16.57M | 4 % | 517,138 | ||
DIMENSIONAL ETF TRUST | EMERGING MRKTETS | 25434V534 | $13.07M | 3 % | 216,004 | ||
TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | 890930308 | $10.91M | 2 % | 309,157 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $10.69M | 2 % | 74,511 |
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