KELLEHER FINANCIAL ADVISORS

CIK: 0001507971Latest portfolio: $436.0M · Q4 2025

Holdings

727

Total Value

$436.0M

New Positions

111

Closed Positions

50

#StockSharesValue% PortfolioChangeType
1
IVViShares Trust S&P
56,866$38.9M8.93%+54K
2
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
48$36.2M8.31%-9
3
RSPInvesco S&P 500 Equal Weight ETF
120,443$23.1M5.29%+54K
4
GOOGALPHABET INC CAP STK CL C
50,117$15.7M3.61%+45K
5
MSFTMICROSOFT CORP COM
25,251$12.2M2.80%+18K
6
AAPLAPPLE INC COM
35,580$9.7M2.22%+12K
7
AAPLApple, Inc.
32,001$8.7M2.00%+8K
8
TBGVXTweedy Browne Global Value Fund
268,376$7.6M1.73%NEW
9
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
14,280$7.2M1.65%+7K
10
DFASDimensional US Small Cap ETF
99,422$6.9M1.59%+99K
11
AMBFXAMERICAN BALANCED FUND CLASS F2
184,783$6.9M1.59%+8K
12
EGFIXEdgewood Growth Fund Instl Cl
210,918$6.7M1.53%NEW
13
AMZNAMAZON COM INC COM
27,627$6.4M1.46%+4K
14
MSFTMicrosoft Corp
12,745$6.2M1.41%+6K
15
TRAIXT. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I
163,432$5.8M1.34%+14K
16
METAMETA PLATFORMS INC CL A
8,671$5.7M1.31%+8K
17
GFFFXAMERICAN GROWTH FUND OF AMERICA CLASS F2
68,192$5.5M1.25%+6K
18
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF
27,045$5.2M1.18%+478
19
CAIFXAMERICAN CAPITAL INCOME BUILDER FUND CLASS F2
65,945$5.1M1.16%+3K
20
FFICXAMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3
72,508$4.5M1.04%+4K
21
AMEFXAMERICAN INCOME FUND OF AMERICA CLASS F2
164,141$4.3M0.98%+14K
22
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF
8,277$4.0M0.93%-25
23
ICAFXAMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2
63,171$4.0M0.91%+2K
24
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1
8,113$3.9M0.89%
25
VDIGXVANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES
111,901$3.7M0.84%+15K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
T 3.5 09/30/27325K+125K
DFAS99K+99K
ET80K+73K
DODGX57K+54K
IVV57K+54K
GOOG50K+45K
BAC40K+39K
HUN29K+28K
TRAIX163K+14K
AMEFX164K+14K

Decreased Positions

NameSharesChange
GMMXX2.5M-1578757
VDIGX6K-90735
B 0 01/22/26767K-35000
CCA LONGEVITY III US II LLC555K-20913
VUG398-7904
DELIVERY HERO AG NAMEN-AKT 144 A / REG S ISIN#DE000A2E4K431K-7425
FCNTX132K-6610
AFMBX54K-3936
BRK/B4K-3474
DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS42K-3323

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
Technology0.0% ($1.2212967286996162e+167T)
Industrials0.0% ($2.3766206044424374e+140T)
Healthcare0.0% ($2.700164110088739e+120T)
Consumer Cyclical0.0% ($6.376161616041207e+86T)
Energy0.0% ($1.3191227418214209e+70T)
Communication Services0.0% ($1.5726572332072287e+63T)
Consumer Defensive0.0% ($6.005245154703902e+40T)
Basic Materials0.0% ($4.7639438031029026e+35T)
Utilities0.0% ($600232186128109797376.0T)
Real Estate0.0% ($138686.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$436.0M866
Q3 2025Nov 14, 2025$400.4B766
Q2 2025Aug 8, 2025$288.2B138
Q1 2025May 14, 2025$250.9B127

Fund Information

CIK0001507971
Most Recent FilingJan 20, 2026
Number of Filings4

KELLEHER FINANCIAL ADVISORS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $436.0M across 727 holdings. The largest position is iShares Trust S&P (IVV), representing 8.9% of the portfolio. Compared to the previous quarter, the fund opened 123 new positions and closed 51 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.