Keel Point, LLC

Est. AUM

$1.51B

13F long equity, this entity only

Positions

471

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$296.0M	495364	19.56%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.3M	1127898	4.78%	SOLE
3	NETFLIX INC.	COM	$62.3M	648133	4.12%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$52.0M	524169	3.44%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$51.1M	78628	3.38%	SOLE
6	ISHARES TR	RUS 1000 ETF	$44.2M	123959	2.92%	SOLE
7	SPDR GOLD TR	GOLD SHS	$38.5M	89382	2.54%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$38.4M	395567	2.54%	SOLE
9	APPLE INC	COM	$30.6M	120688	2.02%	SOLE
10	ISHARES TR	7-10 YR TRSY BD	$27.7M	289749	1.83%	SOLE
11	NVIDIA CORPORATION	COM	$25.6M	146676	1.69%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$23.6M	307906	1.56%	SOLE
13	AMAZON COM INC	COM	$19.9M	95386	1.31%	SOLE
14	TESLA INC	COM	$19.1M	51355	1.26%	SOLE
15	ISHARES TR	RUS 1000 GRW ETF	$18.3M	42900	1.21%	SOLE
16	ISHARES TR	RUS 1000 VAL ETF	$17.5M	82093	1.16%	SOLE
17	VANGUARD INDEX FDS	EXTEND MKT ETF	$17.3M	84141	1.14%	SOLE
18	MICROSOFT CORP	COM	$14.8M	39970	0.98%	SOLE
19	ISHARES TR	10-20 YR TRS ETF	$14.3M	142427	0.95%	SOLE
20	ALPHABET INC	CAP STK CL A	$13.8M	48045	0.91%	SOLE
21	INTUITIVE SURGICAL INC	COM NEW	$13.3M	28762	0.88%	SOLE
22	BOOKING HOLDINGS INC	COM	$13.0M	3085	0.86%	SOLE
23	ISHARES TR	MSCI EMG MKT ETF	$12.3M	215833	0.81%	SOLE
24	VANGUARD WORLD FD	MEGA CAP INDEX	$12.1M	51151	0.80%	SOLE
25	SOUTHERN CO	COM	$11.0M	113671	0.72%	SOLE
26	ISHARES SILVER TR	ISHARES	$9.9M	145401	0.65%	SOLE
27	ISHARES TR	3 7 YR TREAS BD	$9.8M	82863	0.65%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$9.7M	14868	0.64%	SOLE
29	ISHARES TR	CORE S&P SCP ETF	$9.5M	76511	0.63%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$9.3M	13	0.62%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$8.2M	158488	0.54%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$7.8M	13524	0.52%	SOLE
33	WALMART INC	COM	$7.6M	61439	0.50%	SOLE
34	ALPHABET INC	CAP STK CL C	$7.5M	25987	0.49%	SOLE
35	HOME DEPOT INC	COM	$7.2M	21917	0.48%	SOLE
36	VISA INC	COM CL A	$6.3M	21001	0.42%	SOLE
37	META PLATFORMS INC	CL A	$6.3M	11011	0.42%	SOLE
38	JOHNSON & JOHNSON	COM	$6.2M	25357	0.41%	SOLE
39	BROADCOM INC	COM	$6.0M	19393	0.40%	SOLE
40	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.0M	81191	0.40%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$5.4M	217171	0.36%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	10929	0.35%	SOLE
43	JPMORGAN CHASE & CO	COM	$5.1M	17412	0.34%	SOLE
44	ISHARES TR	MSCI ACWI ETF	$5.1M	36550	0.33%	SOLE
45	STRYKER CORPORATION	COM	$4.9M	14917	0.32%	SOLE
46	MERCK & CO INC	COM	$4.7M	39387	0.31%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	14667	0.31%	SOLE
48	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$4.6M	7000	0.30%	SOLE
49	ISHARES TR	1 3 YR TREAS BD	$4.5M	54790	0.30%	SOLE
50	AMPHENOL CORP	CL A	$4.3M	33729	0.28%	SOLE

1–50 of 465

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.