Kellett Schaffner Wealth Advisors LLC - Q42025 Holdings

Kellett Schaffner Wealth Advisors LLC holds 79 stocks with a total portfolio value of $ 175.07M as of Q42025. In Q42025, Kellett Schaffner Wealth Advisors LLC added 8 new positions, increased stakes in 49 stocks, reduced 14 holdings, and fully exited 5 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 21.84% of the total portfolio.