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CIK: 0002035883
Total reported value
$352.3M
$352.3M
79 檔
31.5%
In Q3 2025, Keeler & Nadler Financial Planning & Wealth Management's U.S. equity holdings reached a combined market value of $352.3M, distributed across 79 disclosed stock positions.
In Q3 2025, Keeler & Nadler Financial Planning & Wealth Management displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.41% | -0.08% | +3.86% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.96% | -1.95% | +5.48% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.06% | -0.71% | +6.48% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.26% | +0.07% | +5.43% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.93% | -0.19% | +5.10% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 6.48% | +0.11% | -1.39% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.40% | -1.33% | +7.76% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.24% | -0.44% | +50.25% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.93% | -0.15% | -0.68% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.76% | -0.07% | +0.69% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.71% | -0.39% | -5.02% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.54% | +0.09% | +7.30% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | -0.07% | -3.14% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.32% | +0.83% | +125.37% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.31% | +0.18% | +123.98% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.51% | -0.25% | +6.81% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.50% | -0.25% | -2.19% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.25% | +0.21% | -4.20% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.05% | +0.23% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.98% | -0.02% | -51.75% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.93% | — | +0.98% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.83% | -0.05% | -1.94% | |
| 23 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.79% | -0.01% | +25.12% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.07% | +0.39% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.77% | -0.07% | -59.16% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.74% | — | -1.05% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 0.74% | -0.10% | -1.95% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | -0.02% | -3.81% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.08% | -50.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.07% | +0.30% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.08% | +45.09% | |
| 32 | CGCB | Cap Group Core Bond | ETF-Other | 0.53% | -0.03% | -57.46% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.02% | -0.88% | |
| 34 | IFRA | Ishares US Infrastructure | ETF-Other | 0.47% | -0.06% | -59.18% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | -7.97% | |
| 36 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.42% | -0.01% | — | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.41% | -0.01% | -4.22% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.38% | -0.10% | -6.57% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | +0.53% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | +0.01% | -3.56% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.01% | +0.54% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | -0.02% | -0.94% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.01% | +1.89% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | -0.11% | -36.36% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.02% | +1.15% | |
| 46 | RMBI | Richmond Mutual Bancorporati | Stock-Other | 0.22% | -0.01% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | -0.02% | -2.52% | |
| 48 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.22% | +0.02% | +89.24% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.17% | -0.01% | -4.58% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.02% | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +2.5% | +50.25% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1.1% | +3.86% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | -3.14% | Trim |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +6.48% | Add |
| 5 | CGSM | Cap Group Short Muni Income | +0.4% | +25.12% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +5.43% | Add |
| 7 | CGMU | Cap Group Municipal Income | +0.3% | -1.95% | Add |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +6.81% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.2% | -1.39% | Trim |
| 10 | MUB | Ishares National Muni Bond E | +0.2% | +45.09% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | -36.36% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +0.54% | Add |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +5.48% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.30% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.89% | Add |
| 16 | MSFT | Microsoft CORP | 0% | -7.97% | Add |
| 17 | TCAF | T Rowe Prc Cap Appreciation | 0% | +89.24% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +0.71% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.69% | Add |
| 20 | VB | Vanguard Small-cap ETF | 0% | -2.52% | Add |
| 21 | TGRW | T Rowe Price Growth Stock Et | 0% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +1.15% | Add |
| 23 | MTUM | Ishares Msci USA Momentum Fa | 0% | -4.20% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.88% | Add |
| 25 | AAPL | Apple Inc | 0% | +0.39% | Add |
| 26 | SCHB | Schwab US Broad Market ETF | 0% | -3.81% | Trim |
| 27 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -1.05% | Trim |
| 28 | SCHF | Schwab Intl Equity ETF | -0.1% | +0.23% | Trim |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -1.94% | Trim |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | +0.98% | Trim |
| 31 | SCHV | Schwab US Large-cap Value | -0.2% | +5.10% | Add |
| 32 | VIGI | Vanguard Int Div App Indx Fd | -0.2% | +7.76% | Add |
| 33 | VTV | Vanguard Value ETF | -0.4% | -0.68% | Add |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -62.17% | Trim |
| 35 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -5.02% | Trim |
| 36 | IFRA | Ishares US Infrastructure | -1.4% | -59.18% | Trim |
| 37 | IYW | Ishares Ustechnology ETF | -1.6% | -51.75% | Trim |
| 38 | BND | Vanguard Total Bond Market | -1.6% | -50.55% | Trim |
| 39 | CGCB | Cap Group Core Bond | -1.7% | -57.46% | Trim |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | -2.1% | -59.16% | Trim |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 42 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 43 | XITK | Ss Spdr F Inno Tech ETF | — | EXIT | Sold out |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 45 | TSLA | Tesla Inc | — | NEW | New buy |
| 46 | GLW | Corning Inc | — | NEW | New buy |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 48 | VLUE | Ishares Msci USA Value Facto | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | JNJ | Johnson & Johnson | — | NEW | New buy |
According to official SEC Form 13F filings, Keeler & Nadler Financial Planning & Wealth Management reported a total U.S. public equity portfolio value of $352.3M across 79 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, QUAL, FNDF) accounted for 31.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $6.3M
Top Position Liquidated / Trimmed
XITK
前期市值: $368.6K
During Q3 2025, Keeler & Nadler Financial Planning & Wealth Management's top holdings by market value included SCHG (9.4%)、QUAL (9.0%)、FNDF (8.1%). The largest single position, SCHG, represented 9.4% of total portfolio value.
In Q3 2025, Keeler & Nadler Financial Planning & Wealth Management made 49 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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