Keudell/Morrison Wealth Management
All 13F Filings
- Location
- Salem, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 529,232
- 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 | 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):
178
(0.0% of total reported value)
· QoQ Δ:
+178
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 234.8 K | 44.4% | 30.42 K | 0 | 30.42 K |
| ETFs | 292.2 K | 55.2% | 9.597 K | 0 | 9.597 K |
| Debt | 1.686 K | 0.3% | 0 | 59 | -59 |
| Other | 327 | 0.1% | 70 | 0 | 70 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
529,232
Holdings
260
QoQ value change ($000)
40,214
(8.2%)
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.