Kelleher Financial Advisors
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$395.1M
Holdings
672
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR CORE S&P 500 ETF
Q1 2026: Increased +2024.4% (6.8k → 143.9k shares)
11.9%
02
$BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
Q4 2024: New position (58 shares)
8.8%
03
$AAPL
APPLE INC COM
Q1 2026: Increased +137.8% (29.7k → 70.7k shares)
4.1%
04
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Increased +397.8% (3.3k → 16.4k shares)
4.0%
05
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +2.4% (19.6k → 20.1k shares)
3.8%
06
$AMZN
AMAZON COM INC COM
Q1 2026: Increased +2230.8% (3.3k → 76.2k shares)
3.0%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Q1 2026: Increased +578.4% (3.3k → 22.6k shares)
2.5%
08
$AMBFX
AMERICAN BALANCED FUND CLASS F2
Q4 2025: Increased +4.4% (177.0k → 184.8k shares)
1.7%
09
$META
META PLATFORMS INC CL A
Q1 2026: Sold 79.3% (17.3k → 3.6k shares)
1.6%
10
$VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF
Q4 2025: Increased +1.8% (26.6k → 27.0k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:29 UTC.