KELLEHER FINANCIAL ADVISORS
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 704,847
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 1,054 | 704,847 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q1 2026 | 5/8/2026 | 845 | 395,086 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q4 2025 | 1/20/2026 | 843 | 436,011 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q3 2025 | 11/14/2025 | 766 | 400,378 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q2 2025 | 8/8/2025 | 138 | 288,165 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q1 2014 | 5/13/2014 | 109 | 184,150 | 13F-HR | Wall Street Access Asset Management, LLC |
| Q4 2013 | 2/12/2014 | 106 | 193,350 | 13F-HR | Wall Street Access Asset Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 344.9 K | 48.9% | 134.2 K | 0 | 134.2 K |
| ETFs | 355.2 K | 50.4% | 173.5 K | 0 | 173.5 K |
| Debt | 4.747 K | 0.7% | 2.093 K | 0 | 2.093 K |
| Other | 18 | 0.0% | 18 | 0 | 18 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
704,847
Holdings
1054
QoQ value change ($000)
309,761
(78.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.