Keener Financial Planning LLC Portfolio Holdings

Keener Financial Planning LLC

  • $231 Million
  • Q4 2025

Keener Financial Planning LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $231 Million distributed in 58 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 $84.7M, Vanguard Ftse Developed Market with a value of $50.3M, Ishares Core S&P Sm Cap ETF with a value of $20M, American Centy ETF Tr Avantis with a value of $17.4M, and Vanguard Ftse Emerging Mkts Et with a value of $12.9M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $216M to 231M.

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 $231 Million
ETFs: $199 Million
Technology: $7.26 Million
Energy: $2.61 Million
Financial Services: $1.46 Million
Healthcare: $940,000
Communication Services: $730,000
Consumer Defensive: $504,000
Consumer Cyclical: $419,000
Other: $319,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $231 Million
  • Prior Value $216 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email