account_balance

Investment manager · 13F filer · SEC CIK 2103443

Keating Financial Advisory Services, Inc.

Reported value$775Mas of Sep 30, 2026
Positions2,605 130 new, 132 sold out
Top 10 weight46.6%AAPL alone is 20%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc 20.4% Held
DFAU Dimensional ETF Trust 8.3% Added +15%
NVDA Nvidia Corporation 4.8% Held
VOO Vanguard Index FDS 3.7% Trimmed −6%
SPMO Invesco Exch Traded Fd Tr II 2.1% Trimmed −5%
DFCF Dimensional ETF Trust 1.5% Added +23%
MSFT Microsoft Corp 1.5% Added +3%SPY State STR SPDR S&P 500 ETF T 1.5% Trimmed −4%
DFAI Dimensional ETF Trust 1.4% Added +17%
SPGI S&P Global Inc 1.4% Added +16500%
DIHP Dimensional ETF Trust 1.3% Added +19%
QQQ Invesco QQQ Tr 1.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • VCRB $1.56M
  • FDT $1.45M
  • QGRW $1.41M
  • SPTI $1.22M
arrow_upwardAdded
  • SPGI +16500%
  • FTGS +6474%
  • VTEB +178%
  • PYLD +46%
arrow_downwardTrimmed
  • RWL −27%
  • OMFL −26%
  • PWB −24%
  • XMMO −24%
remove_circleSold out
  • MUB $1.25M
  • DFUS $195K
  • IEI $91.5K
  • PDI $34.9K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast