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CIK: 0002035883
Total reported value
$352.3M
$352.3M
82 檔
31.5%
During the Q1 2026 filing period, Keeler & Nadler Financial Planning & Wealth Management (CIK: 0002035883) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $352.3M across 82 reported positions.
In Q1 2026, Keeler & Nadler Financial Planning & Wealth Management displayed an active expansion posture, initiating 7 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 9.20% | -0.71% | +1.08% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.36% | -0.08% | +1.80% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 7.11% | -0.19% | +1.03% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | +0.07% | +1.70% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.93% | -1.95% | -25.74% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.88% | -0.44% | +4.22% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 5.45% | +0.11% | +1.60% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.92% | -0.15% | +1.99% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.62% | -1.33% | -25.67% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.99% | +0.18% | +6.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | -0.07% | +14.25% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.74% | +1.83% | +393.32% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.69% | +0.83% | +8.30% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.67% | +0.09% | +1.53% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.35% | -0.39% | -0.91% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.12% | +1.11% | +240.64% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | -0.07% | +0.31% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.74% | -0.25% | +4.25% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.07% | -2.48% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.36% | -0.25% | -2.58% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.20% | +2.30% | +1073.33% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.04% | +0.21% | -0.92% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.01% | -0.05% | -0.55% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.91% | — | +0.59% | |
| 25 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.87% | -0.01% | +14.50% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | -0.05% | +0.21% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.08% | +8.24% | |
| 28 | CGMU | Cap Group Municipal Income | ETF-Other | 0.70% | -0.10% | +0.72% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.69% | — | +0.03% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | -0.02% | -2.03% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.02% | +0.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.07% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | -0.02% | -18.15% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +37.07% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | — | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.35% | -0.01% | -0.23% | |
| 37 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.35% | -0.01% | -0.50% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.01% | +0.65% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.33% | -0.10% | — | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.31% | -0.07% | -33.58% | |
| 41 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.31% | +0.02% | +26.36% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.01% | +10.70% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | +2.06% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | -0.08% | -15.06% | |
| 45 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.28% | +0.04% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.01% | +2.12% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | -0.02% | -0.34% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | -0.02% | -0.50% | |
| 49 | RMBI | Richmond Mutual Bancorporati | Stock-Other | 0.20% | -0.01% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | -2.22% |
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 82 disclosed positions in Q1 2026.
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 FNDF, SCHG, SCHV) accounted for 31.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $1.1M
Top Position Liquidated / Trimmed
MBCN
前期市值: $313.1K
During Q1 2026, Keeler & Nadler Financial Planning & Wealth Management's top holdings by market value included FNDF (9.2%)、SCHG (8.4%)、SCHV (7.1%). The largest single position, FNDF, represented 9.2% of total portfolio value.
In Q1 2026, Keeler & Nadler Financial Planning & Wealth Management made 74 total portfolio adjustments, initiating 7 new buys, adding to 40 positions, trimming 23 holdings, and fully liquidating 4 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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