Amanda Shine

Keudell Morrison Wealth Management

Assets Managed

$529.232M

Holdings

254

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

8.23%(2Q avg: 5.49%)

Sustained Growth

9 quarters

Portfolio positions

This chart displays the top 10 holdings in Keudell Morrison Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Keudell Morrison Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 529.232M in assets, with a quarterly growth rate of 8.23% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Amanda Shine, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 10.45%	10.13%	$53.608M 1.691M shares@ $31.71 avg price	Increased 10.45%
FLXR Tcw Flexible Income Etf Recent Activity Decreased -8.07%	7.5%	$39.66M 1.011M shares@ $39.21 avg price	Decreased -8.07%
DFAC Dimensional Us Core Equity 2 Recent Activity Decreased -4.61%	5.59%	$29.547M 666,074 shares@ $44.36 avg price	Decreased -4.61%
VWOB Vanguard Emerg Mkts Gov Bnd Recent Activity Increased 3.4%	4.77%	$25.229M 375,202 shares@ $67.24 avg price	Increased 3.4%
AAPL Apple Inc Recent Activity Increased 0.33%	3.67%	$19.375M 66,958 shares@ $289.36 avg price	Increased 0.33%
TPYP Tortoise North American Pipe Recent Activity Increased 40.62%	2.98%	$15.739M 375,370 shares@ $41.94 avg price	Increased 40.62%
LVHI Franklin International Low V Recent Activity Increased 36.48%	2.56%	$13.525M 333,256 shares@ $40.59 avg price	Increased 36.48%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Decreased -42.7%	2.5%	$13.198M 250,158 shares@ $52.76 avg price	Decreased -42.7%
EDIV Spdr S&p Emerging Markets Di Recent Activity Increased 43.59%	2.35%	$12.42M 303,249 shares@ $40.96 avg price	Increased 43.59%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 0.58%	2.2%	$11.616M 73,504 shares@ $158.03 avg price	Increased 0.58%

1-10 of 254