Kellett Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcincinnati, OH
- CIK0001910381
- Alternate namesKellett Schaffner Wealth Advisors LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
73 | $144.35 M | SPY, USEP, PG, NDQ | 13F-HR | Apr 23, 2025 | 000108514625002265 | ||
72 | $145.49 M | SPY, USEP, PG, NDQ | 13F-HR | Feb 4, 2025 | 000108514625000787 | ||
70 | $139.99 M | USEP, SPY, PG, NDQ | 13F-HR | Oct 21, 2024 | 000108514624005033 | ||
69 | $123.97 M | UAPR, SPY, PG, NDQ | 13F-HR | Aug 12, 2024 | 000108514624003701 | ||
85 | $144.42 M | IJR, VO, XLK, PG | 13F-HR | Apr 26, 2024 | 000108514624002051 | ||
80 | $134.39 M | IJR, VO, XLK, SCHD | 13F-HR | Jan 31, 2024 | 000108514624000597 | ||
62 | $116.70 M | SCHD, IJR, RSP, VO | 13F-HR | Nov 7, 2023 | 000108514623004129 | ||
58 | $110.09 M | SCHD, RSP, NDQ, BRK.B | 13F-HR | Aug 8, 2023 | 000108514623003128 | ||
55 | $103.98 M | SCHD, RSP, BRK.B, NDQ | 13F-HR | May 5, 2023 | 000108514623002059 | ||
54 | $103.06 M | SCHD, RSP, BRK.B, PG | 13F-HR | Feb 3, 2023 | 000108514623000606 | ||
52 | $82.08 M | SCHD, BRK.B, NDQ, PG | 13F-HR | Nov 10, 2022 | 000108514622003897 | ||
57 | $77.37 M | SCHD, PG, NDQ, BRK.B | 13F-HR | Aug 8, 2022 | 000108514622002869 | ||
65 | $126.66 M | SCHD, IYF, FLOT, EWU | 13F-HR | Apr 25, 2022 | 000108514622001526 | ||
71 | $130.66 M | SCHD, NDQ, IJR, IYF | 13F-HR | Feb 10, 2022 | 000108514622000756 |