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Keeler & Nadler Financial Planning & Wealth Management - Q2 2026 13F Filings

KE

Keeler & Nadler Financial Planning & Wealth Management

CIK: 0002035883
Address: Ohio Dublin 565 Metro Place South Suite 280
$352.27 M
Portfolio Value
85
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$16.42 M
2. FNDX Schwab Fundamental Us Large Company Etf
+$8.36 M
3. DYNF Ishares Us Equity Factor Rotation Active Etf
+$6.67 M
4. VXUS Vanguard Total International Stock Etf
+$4.45 M
5. VCRB Vanguard Core Bond Etf
+$1.85 M

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$5.98 M
2. VIGI Vanguard International Dividend Appreciation Etf
−$3.19 M
3. V Visa
−$379,932.49
4. EMXC Ishares Msci Emerging Markets Ex China Etf
−$329,510.15
5. IYW Ishares Us Technology Etf
−$325,608.23

Asset Allocation

Stocks/ETFs
+19.51%
$352.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Keeler & Nadler Financial Planning & Wealth Management Q2 2026 Filing Summary

Keeler & Nadler Financial Planning & Wealth Management filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 352.27 M reflecting a +19.51% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 57.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Keeler & Nadler Financial Planning & Wealth Management’s Q2 2026 Filing

Keeler & Nadler Financial Planning & Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Keeler & Nadler Financial Planning & Wealth Management reported a managed portfolio value of 352.27 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Keeler & Nadler Financial Planning & Wealth Management bought or sold during Q2 2026, please visit Keeler & Nadler Financial Planning & Wealth Management's Portfolio Analysis page.