Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $273 Billion
  • Q3 2025

Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $25.7B, Ishares Msci Usa Quality Facto with a value of $24.4B, Schwab Fundamental Intl Large with a value of $22B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.8B, and Schwab Strategic Tr Us Large C with a value of $18.9B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $250B to 273B.

Keeler & Nadler Financial Planning & Wealth Management is based out at Dublin, OH

Below you can find more details about Keeler & Nadler Financial Planning & Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $273 Billion
ETFs: $224 Billion
Technology: $10.9 Billion
Financial Services: $3.8 Billion
Communication Services: $1.41 Billion
Consumer Cyclical: $1.35 Billion
Industrials: $753 Million
Healthcare: $708 Million
Utilities: $488 Million
Other: $525 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.7 Billion 9.41% of portfolio
804,785
Q3 2025 Added 3.86%
$0
$24.4 Billion 8.96% of portfolio
125,676
Q3 2025 Added 5.48%
$0
$22 Billion 8.06% of portfolio
511,807
Q3 2025 Added 6.48%
$0
$19.8 Billion 7.26% of portfolio
252,792
Q3 2025 Added 5.43%
$0
$18.9 Billion 6.93% of portfolio
649,609
Q3 2025 Added 5.1%
$0
$17.7 Billion 6.48% of portfolio
36,870
Q3 2025 Reduced 1.39%
$0
$14.7 Billion 5.4% of portfolio
164,518
Q3 2025 Added 7.76%
Vanguard Malvern Fds
-
$14.3 Billion 5.24% of portfolio
-
Q3 2025 Added 50.25%
$0
$10.7 Billion 3.93% of portfolio
57,487
Q3 2025 Reduced 0.68%
$0
$7.53 Billion 2.76% of portfolio
11,308
Q3 2025 Added 0.69%
$0
$7.38 Billion 2.71% of portfolio
77,599
Q3 2025 Reduced 5.02%
$0
$6.93 Billion 2.54% of portfolio
58,360
Q3 2025 Added 7.3%
$465B
$6.51 Billion 2.39% of portfolio
34,893
Q3 2025 Reduced 3.14%
Blackrock ETF Trust
-
$6.32 Billion 2.32% of portfolio
-
Q3 2025 Added 125.37%
$0
$6.29 Billion 2.31% of portfolio
95,455
Q3 2025 Added 123.98%
$0
$4.12 Billion 1.51% of portfolio
150,822
Q3 2025 Added 6.81%
$0
$3.41 Billion 1.25% of portfolio
13,294
Q3 2025 Reduced 4.2%
$0
$2.74 Billion 1.0% of portfolio
117,719
Q3 2025 Added 0.23%
$0
$2.68 Billion 0.98% of portfolio
13,695
Q3 2025 Reduced 51.75%
$0
$2.54 Billion 0.93% of portfolio
54,941
Q3 2025 Added 0.98%
$0
$2.28 Billion 0.83% of portfolio
25,680
Q3 2025 Reduced 1.94%
Capital Grp Fixed Incm ETF T
-
$2.15 Billion 0.79% of portfolio
-
Q3 2025 Added 25.12%
$4.3T
$2.12 Billion 0.78% of portfolio
8,314
Q3 2025 Added 0.39%
$0
$2.1 Billion 0.77% of portfolio
31,120
Q3 2025 Reduced 59.16%
-
$2.01 Billion 0.74% of portfolio
-
Q3 2025 Reduced 1.95%
$0
$2.01 Billion 0.74% of portfolio
6,764
Q3 2025 Reduced 1.05%
$0
$1.83 Billion 0.67% of portfolio
71,258
Q3 2025 Reduced 3.81%
$0
$1.7 Billion 0.62% of portfolio
22,876
Q3 2025 Reduced 50.55%
$662B
$1.5 Billion 0.55% of portfolio
2,976
Q3 2025 Added 0.3%
$0
$1.49 Billion 0.55% of portfolio
14,027
Q3 2025 Added 45.09%
Capital Grp Fixed Incm ETF T
-
$1.45 Billion 0.53% of portfolio
-
Q3 2025 Reduced 57.46%
$0
$1.38 Billion 0.51% of portfolio
6,405
Q3 2025 Reduced 0.88%
$0
$1.3 Billion 0.47% of portfolio
24,529
Q3 2025 Reduced 59.18%
$3.78T
$1.18 Billion 0.43% of portfolio
2,287
Q3 2025 Reduced 7.97%
$0
$1.16 Billion 0.42% of portfolio
25,411
Q4 2023 Reduced 36.82%
$0
$1.12 Billion 0.41% of portfolio
11,900
Q3 2025 Reduced 4.22%
$0
$1.03 Billion 0.38% of portfolio
12,111
Q3 2025 Reduced 6.57%
$2.39T
$964 Million 0.35% of portfolio
4,390
Q3 2025 Added 0.53%
$0
$915 Million 0.34% of portfolio
32,812
Q3 2025 Reduced 3.56%
$139B
$794 Million 0.29% of portfolio
2,408
Q3 2025 Added 0.54%
$0
$730 Million 0.27% of portfolio
3,496
Q3 2025 Reduced 0.94%
$1.65T
$668 Million 0.24% of portfolio
2,749
Q3 2025 Added 1.89%
$533B
$643 Million 0.24% of portfolio
1,885
Q3 2025 Reduced 36.36%
$881B
$636 Million 0.23% of portfolio
2,015
Q3 2025 Added 1.15%
Richmond Mut Bancorporation
-
$611 Million 0.22% of portfolio
-
Q4 2023 Added 31.91%
T Rowe Price ETF Inc
-
$590 Million 0.22% of portfolio
-
Q3 2025 Added 89.24%
$0
$609 Million 0.22% of portfolio
2,394
Q3 2025 Reduced 2.52%
$0
$464 Million 0.17% of portfolio
13,890
Q3 2025 Reduced 4.58%
$7.32B
$402 Million 0.15% of portfolio
5,279
Q3 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $273 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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