Keating Financial Advisory Services, Inc. - Portfolio overview

Keating Financial Advisory Services, Inc. has 2554 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 19.48%
  2. DFAU - DIMENSIONAL US CORE EQUITY MARKET ETF, 6.77%
  3. NVDA - NVIDIA CORP, 4.40%

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

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