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Keating Financial Advisory Services, Inc.

hedge fundUpdated 30 days ago

Managed by Keating Financial Advisory Services, Inc. • Latest filing Q2 2026

Portfolio value
$759.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$737M
Q1 2026$618.8M
Q2 2026$759.6M

Top holdings

2,608 positions as of Q2 2026

View filing
A

APPLE INC

Value
$137.8M
Shares
476.4K
% Port
18.15%
?
2.N/A

DIMENSIONAL ETF TRUST

Value
$55.2M
Shares
1.07M
% Port
7.27%
N

NVIDIA CORPORATION

Value
$31.9M
Shares
159.6K
% Port
4.20%
V

VANGUARD INDEX FDS

Value
$29.7M
Shares
43.2K
% Port
3.91%
I
5.IVZ

INVESCO EXCH TRADED FD TR II

Value
$18.6M
Shares
115.0K
% Port
2.45%
?
6.N/A

DIMENSIONAL ETF TRUST

Value
$16.2M
Shares
388.0K
% Port
2.13%
S
7.SPY

STATE STR SPDR S&P 500 ETF T

Value
$11.9M
Shares
15.9K
% Port
1.57%
?
8.N/A

DIMENSIONAL ETF TRUST

Value
$10.2M
Shares
241.7K
% Port
1.34%
C

DIMENSIONAL ETF TRUST

Value
$9.4M
Shares
228.6K
% Port
1.24%
Q
10.QQQ

INVESCO QQQ TR

Value
$9.1M
Shares
12.4K
% Port
1.20%
?
11.N/A

DIMENSIONAL ETF TRUST

Value
$8.5M
Shares
104.0K
% Port
1.12%
M
12.MSFT

MICROSOFT CORP

Value
$8.3M
Shares
22.3K
% Port
1.09%
N

DIMENSIONAL ETF TRUST

Value
$8.3M
Shares
242.4K
% Port
1.09%
A
14.AMZN

AMAZON COM INC

Value
$8.2M
Shares
34.5K
% Port
1.08%
S

SCHWAB STRATEGIC TR

Value
$7M
Shares
206.1K
% Port
0.92%
?
16.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$5.9M
Shares
86.0K
% Port
0.78%
G

ALPHABET INC

Value
$5.4M
Shares
15.3K
% Port
0.71%
P
18.PDI

PIMCO ETF TR

Value
$5.3M
Shares
198.1K
% Port
0.69%
N
19.NFLX

DIMENSIONAL ETF TRUST

Value
$5M
Shares
124.0K
% Port
0.66%
?
20.N/A

INVESCO EXCHANGE TRADED FD T

Value
$4.7M
Shares
27.8K
% Port
0.62%

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