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KELLEHER FINANCIAL ADVISORS

KELLEHER FINANCIAL ADVISORS is a Broker-Dealer institutional filer with the SEC under CIK 1507971, reporting 862 portfolio positions, with 27 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-06

Top 10 portfolio positions

The largest reported holdings in KELLEHER FINANCIAL ADVISORS's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. ALPHABET INC (GOOG)
  3. Apple, Inc. (AAPL)
  4. BERKSHIRE HATHAWAY INC DEL (BRK.A)
  5. INVESCO EXCHANGE TRADED FD T (RSP)
  6. Microsoft Corp (MSFT)
  7. Amazon Com Inc (AMZN)
  8. Berkshire Hathaway Inc B (BRK.B)
  9. ALPHABET INC (GOOGL)
  10. AMERICAN BALANCED FUND CLASS F2 (AMBFX)
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