Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 77 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 $22.6B, Ishares Msci Usa Quality Facto with a value of $21.8B, Schwab Fundamental Intl Large with a value of $19.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $17.4B, and Schwab Strategic Tr Us Large C with a value of $17.1B.
Examining the 13F form we can see an increase of $28.1B in the current position value, from $222B to 250B.
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.