Keudell/Morrison Wealth Management 13F Filing for Q1 2026

Top Buys

Q1 2026

1. DFAC Dimensional Us Core Equity 2 Etf

+$9.57 M

2. EDIV Spdr S&P Emerging Markets Dividend Etf

+$8.34 M

3. MOO Vaneck Agribusiness Etf

+$5.84 M

4. VWOB Vanguard Emerging Markets Government Bond Etf

+$4.56 M

5. JMUB Jpmorgan Municipal Etf

+$1.32 M

Top Sells

Q1 2026

1. HEQT Simplify Hedged Equity Etf

−$16.57 M

2. FLXR Tcw Flexible Income Etf

−$3.32 M

3. SCHD Schwab Us Dividend Equity Etf

−$2 M

4. TPYP Tortoise North American Pipeline Fund

−$1.79 M

5. VDE Vanguard Energy Etf

−$1.69 M

Stocks/ETFs

+2.69%

$487.71 M 99.73%

Options

$0 0.00%

Debt

$0 0.00%

Other

+42.32%

$1.31 M 0.27%

Keudell/Morrison Wealth Management filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 489.02 M reflecting a +2.75% change from the prior quarter, spanning 245 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 14 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Keudell/Morrison Wealth Management’s Q1 2026 Filing

Keudell/Morrison Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Keudell/Morrison Wealth Management reported a managed portfolio value of 489.02 M, consisting of 245 individual positions.

This page displays the raw filing documents. To see which stocks Keudell/Morrison Wealth Management bought or sold during Q1 2026, please visit Keudell/Morrison Wealth Management's Portfolio Analysis page.

Keudell/Morrison Wealth Management - Q1 2026 13F Filings