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Kelleher Financial Advisors
Kelleher Financial Advisors, LLC (KFA) is a New York-based registered investment adviser founded in 1995. The firm draws on over 40 years of financial services experience and serves a diverse range of clients including high-net-worth individuals, families, business owners, pension plan participants, and mission-driven organizations. KFA emphasizes a history rooted in family values and offers tailored financial, retirement, investment, and wealth management services. As of 2025, the firm employs approximately 14 professionals.
Investment Strategy
Kelleher Financial Advisors employs a comprehensive wealth management approach, focusing on long-term financial planning and investment management. The firm serves high-net-worth individuals, professionals, business owners, and organizations, with an emphasis on asset preservation, tax efficiency, intergenerational wealth transfer, and retirement planning. KFA constructs individualized portfolios based on client-specific goals, balancing risk management and growth through diversified strategies, and provides guidance on benefit elections for pension plan participants and mission-driven entities. Their investment decisions integrate expertise gained over several decades to align with client objectives and evolving market dynamics.
Latest 13F Filing Activity
Kelleher Financial Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $288M. The fund increased holdings in Berkshire Hathaway Inc. Del, Ishares TR, Microsoft Corp. among other positions. Kelleher Financial Advisors reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Brown & Brown Inc. among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.22% | $46.7M | 75,274 | $361.95 | $620.90 | +$5.6M |
| BERKSHIRE HATHAWAY INC DEL | 14.42% | $41.5M | 57 | $569132.23 | $728800.00 | +$7.2M | |
M MSFT | MICROSOFT CORP | 6.81% | $19.6M | 39,461 | $228.07 | $497.41 | +$5.4M |
A AAPL | APPLE INC | 4.39% | $12.7M | 61,692 | $82.08 | $205.17 | -$850.7K |
A AMZN | AMAZON COM INC | 4.10% | $11.8M | 53,861 | $122.94 | $219.39 | +$1.8M |
Industry Allocation
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