Kelleher Financial Advisors Portfolio Stock Holdings

Kelleher Financial Advisors disclosed 703 stock positions valued at approximately $395.1 million in its latest SEC 13F filing. The largest holdings include iShares Trust S&P, BERKSHIRE HATHAWAY INC DEL CL A, and APPLE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
703
Portfolio Value
$395.1M
Holdings by Sector
Kelleher Financial Advisors Portfolio Holdings in Q1 2026

478 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Trust S&PIVVOther11.86%75,319-53,480-41.52%$46,874,910
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services8.72%48--$34,470,720
APPLE INC COMAAPLTechnology4.08%68,074+2,595+3.96%$16,130,999
ALPHABET INC CAP STK CL CGOOGCommunication Services3.96%56,633-60-0.11%$15,646,285
MICROSOFT CORP COMMSFTTechnology3.82%38,519+12,553+48.34%$15,109,520
Amazon Com IncAMZNConsumer Cyclical2.99%55,363+20,487+58.74%$11,812,946
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services2.50%20,470-5,640-21.60%$9,858,484
META PLATFORMS INC CL AMETACommunication Services1.63%10,727+1,152+12.03%$6,434,210
VANGUARD INDEX FDS VANGUARD VALUE ETFVTVOther1.34%27,070+25+0.09%$5,311,134
ALPHABET INC CL AGOOGLCommunication Services1.27%18,680+1,128+6.43%$5,022,572
Brown & Brown IncBROFinancial Services1.18%42,048+42,048+100.00%$4,661,862
Invesco S&P 500 Equal Weight ETFRSPOther1.00%21,645-98,798-82.03%$3,933,833
STATE STR SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1DIAOther0.95%8,113--$3,757,860
VANGUARD INDEX FDS VANGUARD GROWTH ETFVUGOther0.92%8,360+83+1.00%$3,651,564
NVIDIA CORP COMNVDATechnology0.83%19,262+2,336+13.80%$3,291,026
iShares Short Treasury Bond ETFSHVOther0.83%29,618+24,644+495.46%$3,270,298
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHSVIGOther0.82%14,981+335+2.29%$3,221,741
INVESCO QQQ TR UNIT SER 1QQQOther0.79%5,512-1,781-24.42%$3,132,924
Dimensional US Small Cap ETFDFASOther0.79%48,818+48,478+14258.24%$3,111,463
VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARESVDIGXOther0.78%106,116-5,785-5.17%$3,078,428
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETFVBOther0.72%10,854--$2,842,880
FIDELITY CONTRA FUNDFCNTXOther0.71%122,830+120,995+6593.73%$2,820,172
STATE STR SPDR S&P 500 ETF TR TR UNITSPYOther0.71%4,298+18+0.42%$2,789,118
JPMORGAN CHASE & CO COMJPMFinancial Services0.68%9,150+4,617+101.85%$2,690,255
Abbvie IncABBVHealthcare0.59%11,640-11,735-50.20%$2,327,053
BANK AMER CORP COMBACFinancial Services0.50%40,603-39,653-49.41%$1,978,703
BUILDERS FIRSTSOURCE INC COMBLDRIndustrials0.48%23,093--$1,901,247
Johnson & JohnsonJNJHealthcare0.45%10,320-5,806-36.00%$1,771,272
TESLA INC COMTSLAConsumer Cyclical0.44%4,663+2,652+131.87%$1,725,897
ISHARES TR 1-3 YR TREAS BD ETFSHYOther0.43%20,453+7,815+61.84%$1,688,921
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIPETEnergy0.42%86,649-73,351-45.84%$1,664,546
CISCO SYS INC COMCSCOTechnology0.38%19,982-46-0.23%$1,512,530
Goldman Sachs Group IncGSFinancial Services0.37%1,755--$1,470,207
Nike Inc Class BNKEConsumer Cyclical0.34%19,028+70+0.37%$1,351,749
VANGUARD INDEX FDS VANGUARD MID-CAP ETFVOOther0.34%4,626-4,315-48.26%$1,328,164
Cameco CorpCCJEnergy0.33%17,796--$1,320,997
Exxon Mobil CorpXOMEnergy0.32%10,979--$1,253,960
Verizon CommunicationsVZCommunication Services0.31%26,090+11,363+77.16%$1,234,444
SPDR Gold TrustGLDOther0.31%3,787-212-5.30%$1,228,369
Gilead Sciences IncGILDHealthcare0.30%8,610+7,880+1079.45%$1,198,504
APOLLO GLOBAL MGMT INC NEW COMAPOFinancial Services0.30%10,748--$1,197,542
SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETFXLEOther0.30%19,454-400-2.01%$1,191,752
Procter & GamblePGConsumer Defensive0.27%7,074-381-5.11%$1,078,254
MCDONALDS CORP COMMCDConsumer Cyclical0.26%3,382--$1,027,314
UBER TECHNOLOGIES INC COMUBERTechnology0.26%14,040-150-1.06%$1,012,418
SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETFSCHGOther0.26%34,720--$1,011,394
Pfizer IncPFEHealthcare0.25%37,842--$1,001,019
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFVTIOther0.24%2,973+2,013+209.69%$953,768
Amgen, Inc.AMGNHealthcare0.23%2,676+8+0.30%$926,221
ISHARES TR CORE MSCI EAFE ETFIEFAOther0.23%10,218-9,128-47.18%$924,881
Merck & Co IncMRKHealthcare0.23%10,277-5,849-36.27%$908,123
SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETFSCHVOther0.23%29,220--$891,210
Carvana CoCVNAConsumer Cyclical0.21%2,500+2,500+100.00%$842,400
International Business Machines CorpIBMTechnology0.21%2,865+1,945+211.41%$820,429
VISA INC COM CL AVFinancial Services0.20%2,642+2,277+623.84%$806,704
CITIGROUP INC COM NEWCFinancial Services0.20%7,133--$805,215
BROADCOM INC COMAVGOTechnology0.20%2,615+2,430+1313.51%$803,613
ISHARES TR TIPS BD ETFTIPOther0.20%7,220--$796,799
LILLY ELI & CO COMLLYHealthcare0.20%870-581-40.04%$785,767
Janus Henderson AAA CLO ETFJAAAOther0.20%15,594+515+3.42%$785,493
DODGE & COX STOCK FUND CLASS IDODGXOther0.20%48,771-8,120-14.27%$785,209
Nebius Group NVNBISOther0.20%7,512--$779,445
AT&T Inc NewTCommunication Services0.20%26,722-19,392-42.05%$774,376
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027BABAConsumer Cyclical0.19%6,030-5,846-49.23%$755,415
Pepsico IncPEPConsumer Defensive0.19%5,429-2,277-29.55%$747,395
Boeing CoBAIndustrials0.19%3,694+268+7.82%$736,529
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FDVCSHOther0.19%9,285--$736,022
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETFVNQOther0.18%7,966--$706,584
VANGUARD WORLD FDS VANGUARD HEALTH CARE ETFVHTOther0.17%2,462--$670,476
Caterpillar IncCATIndustrials0.17%950+750+375.00%$665,357
NETFLIX INC COMNFLXCommunication Services0.17%5,073-1,527-23.14%$653,085
BROADRIDGE FINL SOLUTIONS INC COMBRTechnology0.16%4,005--$650,732
General Electric CoGEIndustrials0.16%2,413-33-1.35%$633,824
UNITEDHEALTH GROUP INC COMUNHHealthcare0.16%2,329-117-4.78%$632,827
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFSCHDOther0.16%20,522-19,558-48.80%$627,593
CORNING INC COMGLWTechnology0.16%4,572--$621,655
VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHSVXUSOther0.15%7,720--$595,289
SCHWAB CHARLES CORP NEW COMSCHWFinancial Services0.15%6,313--$591,493
Coca Cola CompanyKOConsumer Defensive0.15%8,323-272-3.16%$588,864
COSTCO WHSL CORP NEW COMCOSTConsumer Defensive0.15%586--$583,026
VISTRA CORP COMVSTUtilities0.14%3,720--$559,228
LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER CFWONKCommunication Services0.14%6,515--$553,905
Dupont De Nemours IncDDBasic Materials0.14%9,764+9,342+2213.74%$550,920
PPG INDS INC COMPPGBasic Materials0.13%4,652--$497,206
Truist Finl Corp ComTFCFinancial Services0.13%63,415+42,724+206.49%$496,701
Palo Alto Networks IncPANWTechnology0.13%2,481+1,981+396.20%$496,636
TEXAS INSTRS INC COMTXNTechnology0.13%2,511-1,347-34.91%$495,331
Stryker CorpSYKHealthcare0.12%1,282-662-34.05%$493,826
Abbott Laboratories Inc.ABTHealthcare0.12%3,438-2,649-43.52%$459,934
General Dynamics CorpGDIndustrials0.11%1,519+1,081+246.80%$454,323
Raytheon Technologies OrdRTXIndustrials0.11%2,870-1,662-36.67%$454,237
Idexx Labs IncIDXXHealthcare0.11%807-25-3.00%$433,052
Eaton CorporationETNOther0.11%1,205+66+5.79%$430,173
BP PLC Sponsored ADRBPEnergy0.11%13,493-10,613-44.03%$428,417
NORTHFIELD BANCORP INC DEL COMNFBKFinancial Services0.11%31,592--$427,756
ABB LtdABBNYIndustrials0.11%7,162--$427,357
Automatic Data ProcessingADPTechnology0.11%1,429+1,013+243.51%$418,903
Qualcomm IncQCOMTechnology0.10%2,587--$412,068
Avantis US Small Cap Value ETFAVUVOther0.10%3,815+7+0.18%$406,455
AVERY DENNISON CORP COMAVYConsumer Cyclical0.10%2,327--$404,803