Keel Point, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1386935
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.7B
Holdings
514
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Keel Point, LLC disclosed 514 positions worth $1.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 72 new positions and exited 25 and a full exit from $SPY. The portfolio is most concentrated in Other (62.9% of disclosed assets). All figures are sourced directly from Keel Point, LLC’s Form 13F-HR filing with the SEC under CIK 1386935.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - S&P 5
22.6% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
5.6% weight
Held 10 quarters
ISHARES TR - CORE US AGGBD
3.1% weight
Held 10 quarters
ISHARES TR - RUS 1000 ETF
3.0% weight
Held 10 quarters
$NFLX2.7% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
9 quarters accumulating
VANGUARD TAX-MANAGED FDS -
9 quarters accumulating
SELECT SECTOR SPDR TR - ST
9 quarters accumulating
ISHARES TR - S&P MC 400GR
9 quarters accumulating
ISHARES TR - CORE US AGGBD
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$383.0M557,683 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$94.1M1,321,242 shISHARES TR - CORE US AGGBD ET
—Quality
$53.0M535,197 shISHARES TR - RUS 1000 ETF
—Quality
$50.1M122,452 sh- 78.8
Quality
$45.9M643,275 sh - 76.4
Quality
$36.8M127,320 sh - —
Quality
$33.9M92,078 sh ISHARES TR - MSCI EAFE ETF
—Quality
$32.1M308,982 sh- 85.9
Quality
$31.0M155,025 sh - —
Quality
$30.3M40,613 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $383.0M | 557,683 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $94.1M | 1,321,242 |
| ISHARES TR - CORE US AGGBD ET | — | $53.0M | 535,197 |
| ISHARES TR - RUS 1000 ETF | — | $50.1M | 122,452 |
| NETFLIX INC$NFLX | 78.8 | $45.9M | 643,275 |
 Apple Inc.$AAPL | 76.4 | $36.8M | 127,320 |
 SPDR GOLD TRUST$GLD | — | $33.9M | 92,078 |
| ISHARES TR - MSCI EAFE ETF | — | $32.1M | 308,982 |
 NVIDIA CORP$NVDA | 85.9 | $31.0M | 155,025 |
 SPDR S&P 500 ETF TRUST$SPY | — | $30.3M | 40,613 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Keel Point, LLC's 514 positions.
Showing top 10 of 514 holdings.
Sector Allocation
Other
$1.1B
Technology
$203.6M
Financials
$119.1M
Consumer Discretionary
$78.6M
Industrials
$75.2M
Communication Services
$51.4M
Healthcare
$46.8M
Utilities
$16.9M
Top Holdings — Keel Point, LLC (Q2 2026)
Top 150 of 514 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $383.0M | 22.6% | +13% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $94.1M | 5.6% | +17% | — |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $53.0M | 3.1% | +2% | — |
| 4 | — | ISHARES TR - RUS 1000 ETF | $50.1M | 3.0% | -1% | — |
| 5 | $NFLX | NETFLIX INC | $45.9M | 2.7% | -1% | 78.8 |
| 6 | $AAPL | Apple Inc. | $36.8M | 2.2% | +5% | 76.4 |
| 7 | $GLD | SPDR GOLD TRUST | $33.9M | 2.0% | +3% | — |
| 8 | — | ISHARES TR - MSCI EAFE ETF | $32.1M | 1.9% | -22% | — |
| 9 | $NVDA | NVIDIA CORP | $31.0M | 1.8% | +6% | 85.9 |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $30.3M | 1.8% | -48% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500ETF | $27.1M | 1.6% | +0% | — |
| 12 | — | ISHARES TR - 7-10 YR TRSY BD | $26.7M | 1.6% | -2% | — |
| 13 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $24.3M | 1.4% | +18% | — |
| 14 |  $AMZN | AMAZON COM INC | $22.8M | 1.4% | +0% | 68.7 |
| 15 |  $TSLA | Tesla, Inc. | $22.4M | 1.3% | +4% | 53.9 |
| 16 | — | ISHARES TR - RUS 1000 GRW ETF | $20.5M | 1.2% | +285% | — |
| 17 | — | ISHARES TR - RUS 1000 VAL ETF | $19.6M | 1.2% | -2% | — |
| 18 |  $GOOG | Alphabet Inc. | $17.7M | 1.0% | +3% | 78.2 |
| 19 | — | ISHARES TR - MSCI EMG MKT ETF | $15.4M | 0.9% | +4% | — |
| 20 |  $MSFT | MICROSOFT CORP | $15.0M | 0.9% | +0% | 79.8 |
| 21 | — | ISHARES TR - 10-20 YR TRS ETF | $14.5M | 0.9% | +1% | — |
| 22 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $14.0M | 0.8% | +0% | — |
| 23 |  $BKNG | Booking Holdings Inc. | $13.7M | 0.8% | +2392% | 58.5 |
| 24 | — | ISHARES TR - CORE S&P SCP ETF | $11.8M | 0.7% | +4% | — |
| 25 |  $ISRG | INTUITIVE SURGICAL INC | $11.4M | 0.7% | -1% | 79.9 |
| 26 |  $SO | SOUTHERN CO | $10.9M | 0.7% | +0% | 62 |
| 27 | — | ISHARES TR - CORE S&P500 ETF | $10.7M | 0.6% | -4% | — |
| 28 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $10.7M | 0.6% | +30% | — |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.6M | 0.6% | +6% | — |
| 30 | — | ISHARES TR - CORE S&P MCP ETF | $10.0M | 0.6% | +167% | — |
| 31 |  $GOOGL | Alphabet Inc. | $9.9M | 0.6% | +8% | 78.2 |
| 32 |  $BRK.A | BERKSHIRE HATHAWAY INC | $9.0M | 0.5% | -8% | 73.8 |
| 33 | — | ISHARES TR - 3 7 YR TREAS BD | $8.3M | 0.5% | -15% | — |
| 34 |  $HD | HOME DEPOT, INC. | $7.7M | 0.5% | -0% | 60.3 |
| 35 |  $CAT | CATERPILLAR INC | $7.6M | 0.5% | +103% | 66.5 |
| 36 |  $AVGO | Broadcom Inc. | $7.5M | 0.4% | +3% | 84.5 |
| 37 |  $V | VISA INC. | $7.2M | 0.4% | +1% | 82.9 |
| 38 | — | ISHARES TR - MSCI ACWI ETF | $7.2M | 0.4% | +26% | — |
| 39 |  $WMT | Walmart Inc. | $7.2M | 0.4% | +3% | 60.2 |
| 40 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $6.7M | 0.4% | +1990% | — |
| 41 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $6.6M | 0.4% | +11% | — |
| 42 |  $JPM | JPMORGAN CHASE & CO | $6.3M | 0.4% | +10% | 70.7 |
| 43 |  $JNJ | JOHNSON & JOHNSON | $6.2M | 0.4% | -3% | 69 |
| 44 |  $SLV | iShares Silver Trust | $6.2M | 0.4% | -20% | — |
| 45 |  $META | Meta Platforms, Inc. | $6.1M | 0.4% | -2% | 79.6 |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.0M | 0.3% | +10% | 73.8 |
| 47 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $5.8M | 0.3% | +8% | — |
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.8M | 0.3% | +7% | — |
| 49 |  $APH | AMPHENOL CORP /DE/ | $5.4M | 0.3% | -9% | 79.3 |
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $5.4M | 0.3% | +1% | — |
| 51 |  $RKLB | Rocket Lab Corp | $5.3M | 0.3% | +1% | 39.9 |
| 52 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $5.1M | 0.3% | +173% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $5.0M | 0.3% | -4% | 86.2 |
| 54 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $5.0M | 0.3% | +16% | — |
| 55 |  $SYK | STRYKER CORP | $4.9M | 0.3% | +4% | 72.1 |
| 56 |  $MRK | Merck & Co., Inc. | $4.7M | 0.3% | -7% | 59.9 |
| 57 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $4.7M | 0.3% | +4% | — |
| 58 | — | ISHARES TR - 1 3 YR TREAS BD | $4.5M | 0.3% | +1% | — |
| 59 |  $LLY | ELI LILLY & Co | $4.4M | 0.3% | +37% | 87.5 |
| 60 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.3M | 0.3% | +500% | — |
| 61 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.3M | 0.3% | +2% | 70 |
| 62 | — | ISHARES TR - ESG AW MSCI EAFE | $4.1M | 0.2% | +2% | — |
| 63 | — | ISHARES INC - CORE MSCI EMKT | $3.9M | 0.2% | +7% | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $3.9M | 0.2% | -1% | 70.3 |
| 65 |  $KO | COCA COLA CO | $3.8M | 0.2% | +5% | 69.5 |
| 66 |  $FAST | FASTENAL CO | $3.8M | 0.2% | -5% | 66.9 |
| 67 |  $LIN | LINDE PLC | $3.7M | 0.2% | -8% | — |
| 68 |  $LRCX | LAM RESEARCH CORP | $3.7M | 0.2% | -15% | 79.4 |
| 69 |  $ITW | ILLINOIS TOOL WORKS INC | $3.7M | 0.2% | -3% | 63.6 |
| 70 | — | ISHARES TR - RUS TP200 GR ETF | $3.6M | 0.2% | -1% | — |
| 71 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.5M | 0.2% | -8% | 65.1 |
| 72 |  $QCOM | QUALCOMM INC/DE | $3.5M | 0.2% | -31% | 70.5 |
| 73 |  $SHW | SHERWIN WILLIAMS CO | $3.4M | 0.2% | -5% | 61.3 |
| 74 |  $AMAT | APPLIED MATERIALS INC /DE | $3.4M | 0.2% | +6% | 72.3 |
| 75 | — | ISHARES TR - ISHARES SEMICDTR | $3.3M | 0.2% | -10% | — |
| 76 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.3M | 0.2% | -8% | 58.1 |
| 77 |  $MSI | Motorola Solutions, Inc. | $3.2M | 0.2% | -5% | 71.8 |
| 78 |  $XOM.R34088 | EXXON MOBIL CORP | $3.2M | 0.2% | -0% | 57.9 |
| 79 | — | ISHARES TR - MSCI ACWI EX US | $3.2M | 0.2% | +33% | — |
| 80 | — | VANGUARD INDEX FDS - VALUE ETF | $3.1M | 0.2% | +11% | — |
| 81 |  $MELI | MERCADOLIBRE INC | $3.1M | 0.2% | -0% | 80.2 |
| 82 |  $AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.2% | +10% | 79.8 |
| 83 |  $ABBV | AbbVie Inc. | $3.0M | 0.2% | +10% | 72.6 |
| 84 |  $ICE | Intercontinental Exchange, Inc. | $3.0M | 0.2% | +5% | 73.7 |
| 85 | — | ISHARES TR - MSCI USA QLT FCT | $2.9M | 0.2% | +0% | — |
| 86 | — | ISHARES TR - CORE S&P TTL STK | $2.9M | 0.2% | +0% | — |
| 87 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $2.8M | 0.2% | +13% | — |
| 88 | — | ISHARES TR - IBOXX INV CP ETF | $2.7M | 0.2% | -0% | — |
| 89 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.7M | 0.2% | +52% | — |
| 90 |  $ROP | ROPER TECHNOLOGIES INC | $2.6M | 0.1% | -13% | 71.9 |
| 91 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.6M | 0.1% | -14% | 69.8 |
| 92 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $2.6M | 0.1% | +8% | — |
| 93 |  $CTAS | CINTAS CORP | $2.5M | 0.1% | +92% | 68.7 |
| 94 |  $RTX | RTX Corp | $2.5M | 0.1% | +14% | 73.2 |
| 95 |  $ANET | Arista Networks, Inc. | $2.5M | 0.1% | +0% | 81.9 |
| 96 | — | ISHARES TR - CORE MSCI TOTAL | $2.5M | 0.1% | +0% | — |
| 97 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.5M | 0.1% | +0% | — |
| 98 |  $DIS | Walt Disney Co | $2.5M | 0.1% | +4% | 60.1 |
| 99 |  $IVZ | Invesco Ltd. | $2.4M | 0.1% | -10% | — |
| 100 |  $BSX | BOSTON SCIENTIFIC CORP | $2.4M | 0.1% | +36% | 77.5 |
| 101 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.1% | +2% | 67.6 |
| 102 |  $SPGI | S&P Global Inc. | $2.3M | 0.1% | -14% | 76.1 |
| 103 |  $LOW | LOWES COMPANIES INC | $2.3M | 0.1% | -1% | 60.8 |
| 104 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $2.3M | 0.1% | -3% | — |
| 105 | — | ISHARES TR - EAFE GRWTH ETF | $2.2M | 0.1% | +3% | — |
| 106 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.2M | 0.1% | +396% | — |
| 107 |  $NSC | NORFOLK SOUTHERN CORP | $2.2M | 0.1% | -7% | 63.2 |
| 108 |  $ACN | Accenture plc | $2.2M | 0.1% | +6% | — |
| 109 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $2.2M | 0.1% | +12% | — |
| 110 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.2M | 0.1% | +37% | — |
| 111 |  $AZO | AUTOZONE INC | $2.1M | 0.1% | +82% | 66.2 |
| 112 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $2.0M | 0.1% | +5% | — |
| 113 | — | ISHARES TR - 20 YR TR BD ETF | $2.0M | 0.1% | +0% | — |
| 114 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.1% | +7% | 66.2 |
| 115 | — | ISHARES TR - EAFE VALUE ETF | $1.9M | 0.1% | +3% | — |
| 116 |  $PANW | Palo Alto Networks Inc | $1.8M | 0.1% | +110% | 65.5 |
| 117 |  $INTC | INTEL CORP | $1.8M | 0.1% | +48% | 45.6 |
| 118 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.8M | 0.1% | +2% | — |
| 119 | — | ISHARES TR - US TREAS BD ETF | $1.8M | 0.1% | +6% | — |
| 120 |  $KLAC | KLA CORP | $1.8M | 0.1% | +1021% | 78.6 |
| 121 |  $PLTR | Palantir Technologies Inc. | $1.8M | 0.1% | -2% | 84.6 |
| 122 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.1% | +1% | 64.6 |
| 123 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.7M | 0.1% | +2% | — |
| 124 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.7M | 0.1% | +0% | — |
| 125 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.7M | 0.1% | +14% | — |
| 126 | — | ISHARES TR - RUSSELL 2000 ETF | $1.7M | 0.1% | -6% | — |
| 127 | — | WISDOMTREE TR - EM EX ST-OWNED | $1.6M | 0.1% | NEW | — |
| 128 |  $MA | Mastercard Inc | $1.6M | 0.1% | +7% | 85.1 |
| 129 |  $GEV | GE Vernova Inc. | $1.6M | 0.1% | +7% | 81.1 |
| 130 |  $CVX | CHEVRON CORP | $1.6M | 0.1% | +13% | 62.8 |
| 131 | — | ISHARES TR - SELECT DIVID ETF | $1.6M | 0.1% | +0% | — |
| 132 | — | ISHARES TR - S&P MC 400VL ETF | $1.6M | 0.1% | +0% | — |
| 133 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | +3% | — |
| 134 | — | NORTHERN LTS FD TR IV - INSPIRE GBL HOPE | $1.5M | 0.1% | -0% | — |
| 135 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.1% | +9% | 73.8 |
| 136 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.5M | 0.1% | +0% | — |
| 137 | — | ISHARES TR - EXPND TEC SC ETF | $1.5M | 0.1% | +0% | — |
| 138 | — | ISHARES TR - EAFE SML CP ETF | $1.5M | 0.1% | -7% | — |
| 139 |  $DY | DYCOM INDUSTRIES INC | $1.5M | 0.1% | -6% | 56.3 |
| 140 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.1% | +6% | — |
| 141 |  $SFBS | ServisFirst Bancshares, Inc. | $1.5M | 0.1% | +9% | 69.1 |
| 142 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.4M | 0.1% | +12% | — |
| 143 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.1% | -6% | — |
| 144 |  $ORCL | ORACLE CORP | $1.4M | 0.1% | +3% | 66.2 |
| 145 |  $SBUX | STARBUCKS CORP | $1.4M | 0.1% | +5% | 58.2 |
| 146 |  $SNDK | Sandisk Corp | $1.4M | 0.1% | +23% | 87.7 |
| 147 |  $DOV | DOVER Corp | $1.4M | 0.1% | +0% | 58.1 |
| 148 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.4M | 0.1% | -4% | — |
| 149 |  $ASML | ASML HOLDING NV | $1.3M | 0.1% | -5% | — |
| 150 |  $PM | Philip Morris International Inc. | $1.3M | 0.1% | +3% | 75.9 |
New Positions (72)
WISDOMTREE TR - EM EX ST-OWNED$1.6M
ISHARES INC - MSCI EMRG CHN$1.1M
ISHARES TR - RUSSELL 3000 ETF$646,890
$WDC WESTERN DIGITAL CORP$543,564 ISHARES TR - 0-5 YR TIPS ETF$432,062
$FORM FORMFACTOR INC$381,913
$ASX ASE Technology Holding Co., Ltd.$342,055 SCHWAB STRATEGIC TR - GOVT MONE MA ETF$339,494
$AJG Arthur J. Gallagher & Co.$336,781
$DDOG Datadog, Inc.$334,729
$HPE Hewlett Packard Enterprise Co$334,588
$UBS UBS Group AG$327,729 FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$327,112
$BAND Bandwidth Inc.$324,666
$HONA Honeywell Aerospace Inc.$321,229Exited Positions (25)
$SPYCALL SPDR S&P 500 ETF TRUST$SPYPUT SPDR S&P 500 ETF TRUST ISHARES TR - MSCI INTL VLU FT
$AZOPUT AUTOZONE INC
$WT WisdomTree, Inc.
$CME CME GROUP INC. DIMENSIONAL ETF TRUST - US LARGE CAP VAL
$QQQPUT INVESCO QQQ TRUST, SERIES 1
$DG DOLLAR GENERAL CORP
$CCZ COMCAST CORP
$WSM WILLIAMS SONOMA INC
$PDD PDD Holdings Inc.
$ADBE ADOBE INC.
$MDT Medtronic plc
$MET METLIFE INCBrowse Top Institutional Investors
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