Kellett Schaffner Wealth Advisors LLC - Q32026 Holdings

Kellett Schaffner Wealth Advisors LLC holds 106 stocks with a total portfolio value of $ 273.32M as of Q32026. In Q32026, Kellett Schaffner Wealth Advisors LLC added 106 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (SGOV), representing 11.14% of the total portfolio.