Kelly Morrison
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/12/2026 — 126 assets, about $40.4M at the middle of each value range.
- Callanish Capital Partners LP37.1%
- LINIX · BlackRock LifePath Index 2030 Port Insti Shs (LINIX)5.0%
- IVV · iShares Core S&P 500 ETF (IVV)3.9%
- IEFA · iShares Core MSCI EAFE ETF (IEFA)3.7%
- VOO · Vanguard S&P 500 ETF (VOO)2.8%
- Other 121 assets47.4%
By type: Hedge Fund 37% · Mutual Fund 20% · Exchange Traded Fund 18% · Stock 17% · Bank Deposit 3% · Real Property 2%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Callanish Capital Partners LPin Investment Fund | Hedge Fund | $5,000,001 - $25,000,000 | 37.1% | Joint |
LINIXBlackRock LifePath Index 2030 Port Insti Shs (LINIX)in Deferred Compensation Program, Retirement Account 1 (401k) | Mutual Fund | ≈ $2.0M | 5.0% | Spouse |
| Exchange Traded Fund | ≈ $1.6M | 3.9% | Self, Spouse | |
IEFAiShares Core MSCI EAFE ETF (IEFA)in Trust 1, Trust 2, Trust 7 | Exchange Traded Fund | ≈ $1.5M | 3.7% | Self, Spouse |
VOOVanguard S&P 500 ETF (VOO)in Trust 2, Trust 7, Trust 8 | Exchange Traded Fund | ≈ $1.1M | 2.8% | Spouse |
| Stock | ≈ $1.1M | 2.7% | Self, Spouse | |
FZFXXFidelity Treasury Money Market Fund (FZFXX)in Brokerage Account 1 | Mutual Fund | Spouse/DC Over $1,000,000 | 2.5% | Spouse |
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)in Trust 1, Trust 2, Trust 8 | Mutual Fund | ≈ $782.5K | 1.9% | Self, Spouse |
SMDAWells Fargo Secured Market Deposit Account (SMDA)in Trust 1, Trust 2, Trust 8 | Bank Deposit | ≈ $782.5K | 1.9% | Self, Spouse |
Rental Property 1 | Real Property | $500,001 - $1,000,000 | 1.9% | Self |
VIEIXVanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX)in Retirement Account 2 (401k) | Mutual Fund | $500,001 - $1,000,000 | 1.9% | Spouse |
| Stock | ≈ $525.0K | 1.3% | Self, Spouse | |
| Stock | ≈ $500.0K | 1.2% | Self, Spouse | |
| Stock | ≈ $457.5K | 1.1% | Self, Spouse | |
IVEiShares S&P 500 Value ETF (IVE)in Retirement Account 3 (IRA), Trust 1, Trust 2 | Exchange Traded Fund | ≈ $433.0K | 1.1% | Self, Spouse |
The 15 largest of 126. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 2 names across 9 purchases, $145.5K at the disclosed midpoints.
- META · Meta Platforms61.2%
- AVGO · Broadcom38.8%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
METAMeta Platforms | $89.0K | 61.2% | 2025-04-11 | Self |
AVGOBroadcom | $56.5K | 38.8% | 2025-04-11 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
125 rows. Sort any column; Source opens the filed PDF.