account_balance
Investment manager · 13F filer · SEC CIK 1386935
Keel Point, LLC
Reported value$1.69Bas of Jun 30, 2026
Positions514 74 new, 20 sold out
Top 10 weight46.7%VOO alone is 23%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
22.6%Added +13%
VEAVanguard Tax-Managed FDS
5.6%Added +17%
AGGiShares Tr
3.1%Added +2%
IWBiShares Tr
3.0%
NFLXNetflix Inc
2.7%
AAPLApple Inc.
2.2%Added +5%
GLDSPDR Gold Trust
2.0%+3%
EFAiShares Tr
1.9%−22%
NVDANVIDIA Corp
1.8%+6%
SPYSPDR S&P 500 ETF Trust
1.8%
SPYMSPDR Series Trust
1.6%
IEFiShares Tr
1.6%
VOOVanguard Index FDS
22.6%Added +13%
VEAVanguard Tax-Managed FDS
5.6%
AGGiShares Tr
3.1%
IWB3.0%
NFLX2.7%AAPL2.2%GLD2.0%EFA1.9%
NVDA1.8%SPYIEF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.6% Added +13%
VEA Vanguard Tax-Managed FDS 5.6% Added +17%
AGG iShares Tr 3.1% Added +2%
IWB iShares Tr 3.0% Held
NFLX Netflix Inc 2.7% HeldAAPL Apple Inc. 2.2% Added +5%GLD SPDR Gold Trust 2.0% Added +3%EFA iShares Tr 1.9% Trimmed −22%
NVDA NVIDIA Corp 1.8% Added +6%SPY SPDR S&P 500 ETF Trust 1.8% Trimmed −48%SPYM SPDR Series Trust 1.6% Held
IEF iShares Tr 1.6% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
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