KELLEHER FINANCIAL ADVISORS - Portfolio overview

KELLEHER FINANCIAL ADVISORS has 534 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - iShares Trust S&P, 22.63%
2. BRKA - BERKSHIRE HATHAWAY INC DEL CL A, 17.47%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 2.87%

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

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