First seen by DFX
Sep 13, 2026
date not stated
Kelleher Financial Advisors, LLC: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (Kelleher Financial Advisors does business as Starboard Advisors, a New York RIA offering family office services as one line among planning and investment management for many families.)
First seen by DFX
Sep 12, 2026
date not stated
Kelleher Financial Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Kelleher Financial Advisors, LLC found on the SEC adviser roster (services_description)
Kelleher Financial Advisors reported $395,086,416 across 845 13(f) positions for the quarter ended 2026-03-31
Kelleher Financial Advisors reduced Dimensional Etf Tr U S Sm Cap Etf 99,592 -> 48,818 shares ($6,938,596 -> $3,111,463)
Kelleher Financial Advisors reduced Invesco S&P 500 Equal Weight ETF 120,443 -> 21,645 shares ($23,072,065 -> $3,933,833)
Kelleher Financial Advisors opened a $4,661,862 position in Brown & Brown Inc (42,048 shares)
Kelleher Financial Advisors increased Dreyfus General Money Market Fund Wealth Class 2,484,962 -> 3,901,629 shares ($2,484,962 -> $3,901,629)
Kelleher Financial Advisors exited Edgewood Growth Fund Instl Cl (was $6,654,467, 210,918 shares)
Kelleher Financial Advisors exited Tweedy Browne Global Value Fund (was $7,562,832, 268,376 shares)
Kelleher Financial Advisors exited NH Spartan 500 Index (was $2,228,943, 32,127 shares)
Kelleher Financial Advisors increased Amazon Com Inc Com 34,581 -> 55,363 shares ($7,982,048 -> $11,812,946)
Kelleher Financial Advisors increased iShares Short Treasury Bond ETF 2,487 -> 29,618 shares ($273,943 -> $3,270,298)
Kelleher Financial Advisors increased iShares Trust S&P 60,252 -> 75,319 shares ($41,269,135 -> $46,874,910)
Kelleher Financial Advisors reported $436,011,103 across 866 13(f) positions for the quarter ended 2025-12-31
Kelleher Financial Advisors increased Abbvie Inc 6,588 -> 11,903 shares ($1,525,328 -> $2,719,653)
Kelleher Financial Advisors reduced Amazon Com Inc 50,027 -> 34,581 shares ($10,984,407 -> $7,982,048)
Kelleher Financial Advisors increased Dimensional Etf Tr U S Sm Cap Etf 78,644 -> 99,592 shares ($5,383,937 -> $6,938,596)
Kelleher Financial Advisors reduced Dreyfus Government Cash Management Fund Investor Shares 2,155,172 -> 981,710 shares ($2,155,172 -> $981,710)
Kelleher Financial Advisors opened a $2,228,943 position in NH Spartan 500 Index (32,127 shares)
Kelleher Financial Advisors opened a $6,654,467 position in Edgewood Growth Fund Instl Cl (210,918 shares)
Kelleher Financial Advisors opened a $7,562,832 position in Tweedy Browne Global Value Fund (268,376 shares)
Kelleher Financial Advisors exited Brown & Brown Inc (was $3,943,682, 42,048 shares)
Kelleher Financial Advisors exited Jensen Quality Growth ETF (was $2,047,661, 75,043 shares)
Kelleher Financial Advisors increased Alphabet Inc Class A 12,564 -> 17,552 shares ($3,054,205 -> $5,493,651)
Kelleher Financial Advisors increased Invesco S&P 500 Equal Weight ETF 66,281 -> 120,443 shares ($12,573,457 -> $23,072,065)
Kelleher Financial Advisors reduced Dreyfus General Money Market Fund Wealth Class 4,063,719 -> 2,484,962 shares ($4,063,719 -> $2,484,962)
Kelleher Financial Advisors reported $400,378,126 across 766 13(f) positions for the quarter ended 2025-09-30
Kelleher Financial Advisors opened a $2,677,001 position in Sequoia Fund (12,523 shares)
Kelleher Financial Advisors reduced Ishares Tr Short Treas Bd Etf 27,356 -> 1,312 shares ($3,020,603 -> $144,963)
Kelleher Financial Advisors reduced Vanguard Index Fds Vanguard Growth Etf 11,937 -> 8,302 shares ($5,233,181 -> $3,981,722)
Kelleher Financial Advisors reduced Abbvie Inc Com 11,519 -> 6,588 shares ($2,138,189 -> $1,525,328)
Kelleher Financial Advisors reduced Alphabet Inc Class A 17,964 -> 12,564 shares ($3,165,761 -> $3,054,205)
Kelleher Financial Advisors opened a $4,124,560 position in American Income Fund of America Class F2 (150,367 shares)
Kelleher Financial Advisors opened a $4,063,719 position in Dreyfus General Money Market Fund Wealth Class (4,063,719 shares)
Kelleher Financial Advisors increased Dimensional US Small Cap ETF 48,818 -> 78,644 shares ($3,110,202 -> $5,383,937)
Kelleher Financial Advisors increased Invesco S&P 500 Equal Weight ETF 21,645 -> 66,281 shares ($3,933,833 -> $12,573,457)
Kelleher Financial Advisors increased Nvidia Corp 13,730 -> 18,199 shares ($2,169,234 -> $3,395,544)
Kelleher Financial Advisors opened a $5,721,523 position in T. Rowe Price Capital Appreciation Fund Class I (149,309 shares)
Kelleher Financial Advisors opened a $3,567,295 position in Vanguard Dividend Growth Fund Investor Shares (96,832 shares)