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Portfolio (Quarterly) Guide ↗

KELLEHER FINANCIAL ADVISORS

· CIK 0001507971
13F Portfolio $705M AUM 1,067 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 864 New
Page 2 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BINV 2023 ETF SERIES TRUST 191,105.0 $8.0M 1.14% NEW $41.96 +8.3%
22 AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2 112,811.0 $7.7M 1.09% NEW $68.18
23 VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 31,572.0 $7.5M 1.06% NEW $236.62 +3.5%
24 SHY ISHARES TR 1-3 YR TREAS BD ETF 90,436.0 $7.4M 1.05% NEW $82.11 -0.1%
25 AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3 106,005.0 $7.2M 1.03% NEW $68.20
26 VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 20,349.0 $6.2M 0.88% NEW $303.12 +0.9%
27 JPM JPMorgan Chase & Co Financial Services 18,751.0 $6.1M 0.87% NEW $327.33 +9.1%
28 FIDELITY CONTRA FUND 228,737.0 $6.1M 0.87% NEW $26.80
29 DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS 98,224.0 $6.0M 0.85% NEW $60.77
30 AMERICAN GROWTH FUND OF AMERICA CLASS F3 66,315.0 $5.8M 0.83% NEW $88.19
31 META META PLATFORMS INC CL A Communication Services 10,159.0 $5.7M 0.81% NEW $563.30 -3.1%
32 AMERICAN INCOME FUND OF AMERICA CLASS F3 196,665.0 $5.4M 0.76% NEW $27.30
33 VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES 168,994.0 $5.3M 0.76% NEW $31.49
34 DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS 81,125.0 $5.3M 0.75% NEW $65.04
35 AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 63,774.0 $5.2M 0.74% NEW $81.91
36 EFG ISHARES TR 39,371.0 $4.9M 0.69% NEW $124.42 +0.8%
37 BNY DREYFUS MONEY MARKET INCOME FUND WEALTH CLASS 4,794,036.0 $4.8M 0.68% NEW $1.00
38 ABBV Abbvie Inc Healthcare 17,508.0 $4.4M 0.62% NEW $251.64 +5.7%
39 TSLA Tesla Motors Inc Com Usd0.001 Consumer Cyclical 10,377.0 $4.4M 0.62% NEW $420.60 -16.5%
40 BAC BANK AMER CORP COM Financial Services 75,300.0 $4.3M 0.61% NEW $56.98 +10.9%
Page 2 of 44  ·  864 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Communication Services 20.1%
Financial Services 17.4%
Healthcare 8.6%
Consumer Cyclical 8.6%
Industrials 7.0%
Energy 2.7%
Consumer Defensive 2.2%
Basic Materials 1.7%
Utilities 1.1%