Kellett Schaffner Wealth Advisors LLC - Q12026 Holdings

Kellett Schaffner Wealth Advisors LLC holds 79 stocks with a total portfolio value of $ 184.49M as of Q12026. In Q12026, Kellett Schaffner Wealth Advisors LLC added 7 new positions, increased stakes in 41 stocks, reduced 21 holdings, and fully exited 7 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 17.78% of the total portfolio.