Keudell/Morrison Wealth Management
All 13F Filings
- Location
- Salem, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 562,478
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 257 | 562,478 | 13F-HR | Keudell/Morrison Wealth Management |
| Q2 2026 | 7/15/2026 | 260 | 529,232 | 13F-HR | Keudell/Morrison Wealth Management |
| Q1 2026 | 4/20/2026 | 245 | 489,018 | 13F-HR | Keudell/Morrison Wealth Management |
| Q4 2025 | 2/6/2026 | 232 | 475,919 | 13F-HR | Keudell/Morrison Wealth Management |
| Q2 2025 | 7/22/2025 | 228 | 450,665 | 13F-HR | Keudell/Morrison Wealth Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
-171
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 234.9 K | 41.8% | 70 | 0 | 70 |
| ETFs | 326.3 K | 58.0% | 34.07 K | 0 | 34.07 K |
| Debt | 977 | 0.2% | 0 | 709 | -709 |
| Other | 315 | 0.1% | 0 | 12 | -12 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
562,478
Holdings
257
QoQ value change ($000)
33,246
(6.3%)
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.