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Amanda Shine

Keudell Morrison Wealth Management

Assets Managed
$489.018M
Holdings
245
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
2.76%(2Q avg: 4.18%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Keudell Morrison Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 245 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 489.018M in assets, with a quarterly growth rate of 2.76% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Amanda Shine, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -4.08%
9.61%
$46.96M
1.531M shares@ $30.69 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Decreased -7.14%
8.84%
$43.211M
1.1M shares@ $39.28 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 54.45%
5.55%
$27.135M
698,277 shares@ $38.87 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 23.64%
4.88%
$23.837M
362,872 shares@ $65.69 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 0.71%
4.37%
$21.365M
436,651 shares@ $48.93 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.79%
3.47%
$16.939M
66,743 shares@ $253.79 avg price
DEXC
Dimensional Em Ex Cce Etf
Recent Activity
Decreased -2.11%
2.81%
$13.713M
211,426 shares@ $64.87 avg price
TPYP
Tortoise North American Pipe
Recent Activity
Decreased -13.65%
2.32%
$11.308M
266,945 shares@ $42.36 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -1.91%
2.22%
$10.824M
73,085 shares@ $148.1 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 15.27%
2.04%
$9.944M
198,921 shares@ $50.0 avg price

1-10 of 245