Keener Financial Planning LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $72.5M, Vanguard Ftse Developed Market with a value of $43.5M, Ishares Core S&P Sm Cap ETF with a value of $16.6M, American Centy ETF Tr Avantis with a value of $13.6M, and Vanguard Ftse Emerging Mkts Et with a value of $10.9M.
Examining the 13F form we can see an increase of $46.7M in the current position value, from $154M to 201M.
Keener Financial Planning LLC is based out at Keller, TX
Below you can find more details about Keener Financial Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$201 Million
ETFs: $174 Million
Technology: $5.63 Million
Financial Services: $2.14 Million
Healthcare: $1.22 Million
Communication Services: $844,000
Industrials: $734,000
Consumer Cyclical: $723,000
Consumer Defensive: $618,000
Other: $193,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
