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Keel Point, LLC

Q1 2026 13F Holdings

  • Location
    huntsville, AL
  • Num holdings

    465

  • Value ($000)

    $1,513,448

  • Date Filed
    06/01/2026
  • Form type
    13F-HR
  • CIK
    0001386935
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$296.01M
20 %

495,364

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$72.28M
5 %

1,127,898

N
NFLX

NETFLIX INC.

COM
64110L106
$62.32M
4 %

648,133

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$52.03M
3 %

524,169

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$51.14M
3 %

78,628

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$44.2M
3 %

123,959

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$38.46M
3 %

89,382

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$38.42M
3 %

395,567

A
AAPL

APPLE INC

COM
037833100
$30.63M
2 %

120,688

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$27.65M
2 %

289,749

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