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Keeler & Nadler Financial Planning & Wealth Management - Q4 2025 13F Filings

KE

Keeler & Nadler Financial Planning & Wealth Management

CIK: 0002035883
Address: Ohio Dublin 565 Metro Place South Suite 280
$288.44 M
Portfolio Value
79
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VCRB Vanguard Core Bond Etf
+$2.54 M
2. AAPL Apple
+$2.39 M
3. DYNF Ishares Us Equity Factor Rotation Active Etf
+$1.71 M
4. FNDF Schwab Fundamental International Equity Etf
+$1.65 M
5. IEMG Ishares Core Msci Emerging Markets Etf
+$1.52 M

Top Sells

Q4 2025
1. EMXC Ishares Msci Emerging Markets Ex China Etf
−$995,203.03
2. IYW Ishares Us Technology Etf
−$948,923.87
3. BND Vanguard Total Bond Market Etf
−$705,492.8
4. CGCB Capital Group Core Bond Etf
−$628,494.82
5. QUAL Ishares Msci Usa Quality Factor Etf
−$577,190.82

Asset Allocation

Stocks/ETFs
+5.72%
$288.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Keeler & Nadler Financial Planning & Wealth Management Q4 2025 Filing Summary

Keeler & Nadler Financial Planning & Wealth Management filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 288.44 M reflecting a +5.72% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 64.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

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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 Q4 2025 Filing

Keeler & Nadler Financial Planning & Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Keeler & Nadler Financial Planning & Wealth Management reported a managed portfolio value of 288.44 M, consisting of 79 individual positions.

This page displays the raw filing documents. To see which stocks Keeler & Nadler Financial Planning & Wealth Management bought or sold during Q4 2025, please visit Keeler & Nadler Financial Planning & Wealth Management's Portfolio Analysis page.