KELLEHER FINANCIAL ADVISORS
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 436,011
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 843 | 436,011 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q3 2025 | 11/14/2025 | 766 | 400,378 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q2 2025 | 8/8/2025 | 138 | 288,165 | 13F-HR | KELLEHER FINANCIAL ADVISORS |
| Q1 2014 | 5/13/2014 | 109 | 184,150 | 13F-HR | Wall Street Access Asset Management, LLC |
| Q4 2013 | 2/12/2014 | 106 | 193,350 | 13F-HR | Wall Street Access Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 352.4 K | 80.8% | 39.43 K | 0 | 39.43 K |
| ETFs | 81.13 K | 18.6% | 0 | 4.08 K | -4.08 K |
| Debt | 2.526 K | 0.6% | 292 | 0 | 292 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
436,011
Holdings
843
QoQ value change ($000)
35,633
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.