Keudell/Morrison Wealth Management - Portfolio overview

Keudell/Morrison Wealth Management has 275 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 9.17%
2. FLXR - TCW ETF TRUST, 8.44%
3. DFAC - DIMENSIONAL ETF TRUST, 5.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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