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.

Portfolio value $250 Billion
ETFs: $211 Billion
Technology: $9.29 Billion
Financial Services: $4.17 Billion
Consumer Cyclical: $1.23 Billion
Communication Services: $1.1 Billion
Industrials: $678 Million
Utilities: $460 Million
Healthcare: $444 Million
Other: $506 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $250 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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