Keel Point, LLC
CIK 1386935
13F filing for Q2 2026・No. 1,830
- Holdings
- US$1.69B
- Quarter change
- +US$179.95M
- Entries
- 520
- Net bought (estimate)
- +US$67.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 75
- Sold out 21
- Cut 147
- Added 250
- Corporate actions 2
- Unchanged 42
Largest holdings
514 stocks worth US$1.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 557,683 | US$383.02M | 22.62% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,321,242 | US$94.14M | 5.56% |
| ISHARES TRCORE US AGGBD ET | Added | 535,197 | US$52.97M | 3.13% |
| IWBISHARES TRRUS 1000 ETF | Cut | 122,452 | US$50.14M | 2.96% |
| NFLXNETFLIX INC.COM | Cut | 643,275 | US$45.93M | 2.71% |
| AAPLAppleCOM | Added | 127,320 | US$36.84M | 2.18% |
| GLDSPDR GOLD TRGOLD SHS | Added | 92,078 | US$33.92M | 2.00% |
| EFAISHARES TRMSCI EAFE ETF | Cut | 308,982 | US$32.1M | 1.90% |
| NVDANvidiaCOM | Added | 155,025 | US$31.02M | 1.83% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 40,613 | US$30.33M | 1.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.