Keudell/Morrison Wealth Management
Annual return '25
+18.3%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$489M
Holdings
244
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB STRATEGIC TR
Q2 2025: Increased +37.4% (853.0k → 1.17M shares)
9.6%
02
$FLXR
TCW ETF TRUST
Held since at least Q1 2024
8.8%
03
$DFAC
DIMENSIONAL ETF TRUST
Q2 2025: Increased +26.0% (347.5k → 437.7k shares)
5.5%
04
$VWOB
VANGUARD WHITEHALL FDS
Q2 2025: Increased +3.0% (197.8k → 203.8k shares)
4.9%
05
$FNDF
SCHWAB STRATEGIC TR
Q2 2025: Increased +1.1% (625.1k → 632.0k shares)
4.4%
06
$AAPL
APPLE INC
Q2 2025: Sold 4.3% (69.7k → 66.7k shares)
3.5%
07
$DEXC
DIMENSIONAL ETF TRUST
Q2 2025: Increased +56.5% (124.0k → 194.1k shares)
2.8%
08
$TPYP
TORTOISE CAPITAL SERIES TRUS
Q2 2025: New position (279.4k shares)
2.3%
09
$VYM
VANGUARD WHITEHALL FDS
Q2 2025: Sold 3.2% (155.3k → 150.3k shares)
2.2%
10
$JMUB
J P MORGAN EXCHANGE TRADED F
Q2 2025: Increased +6.9% (100.0k → 106.9k shares)
2.0%
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 11:52 UTC.