Keel Point, LLC - Portfolio overview

Keel Point, LLC has 584 reported holdings in this dataset, with the latest filing dated 2026-02-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.27%
2. VEA - VANGUARD TAX-MANAGED FDS, 3.71%
3. NFLX - NETFLIX INC, 3.61%

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

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