Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $250 Billion
  • Q2 2025

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
$0
$22.6 Billion 9.06% of portfolio
774,887
Q2 2025 Added 5.22%
$0
$21.8 Billion 8.72% of portfolio
119,148
Q2 2025 Added 2.36%
$0
$19.2 Billion 7.7% of portfolio
480,682
Q2 2025 Added 3.16%
$0
$17.4 Billion 6.97% of portfolio
239,783
Q2 2025 Added 1.9%
$0
$17.1 Billion 6.84% of portfolio
618,080
Q2 2025 Added 3.14%
$0
$16.4 Billion 6.56% of portfolio
37,390
Q2 2025 Reduced 0.26%
$0
$13.8 Billion 5.51% of portfolio
152,675
Q2 2025 Added 1.97%
$0
$10.2 Billion 4.09% of portfolio
57,882
Q2 2025 Added 3.9%
Vanguard Malvern Fds
-
$9.42 Billion 3.77% of portfolio
-
Q2 2025 Added 53.51%
$0
$7.67 Billion 3.07% of portfolio
81,697
Q2 2025 Reduced 0.94%
$0
$6.94 Billion 2.78% of portfolio
11,230
Q2 2025 Added 2.62%
$0
$5.94 Billion 2.38% of portfolio
54,392
Q2 2025 Added 2.54%
$456B
$5.69 Billion 2.28% of portfolio
36,023
Q2 2025 Reduced 3.17%
$0
$4.92 Billion 1.97% of portfolio
28,382
Q2 2025 Reduced 30.08%
$0
$4.81 Billion 1.93% of portfolio
76,204
Q2 2025 Reduced 33.07%
$0
$4.29 Billion 1.72% of portfolio
19,591
Q2 2025 Added 0.24%
$0
$3.41 Billion 1.36% of portfolio
46,262
Q2 2025 Reduced 31.8%
Capital Grp Fixed Incm ETF T
-
$3.38 Billion 1.35% of portfolio
-
Q2 2025 Reduced 30.26%
$0
$3.34 Billion 1.33% of portfolio
13,877
Q2 2025 Reduced 0.5%
$0
$2.96 Billion 1.18% of portfolio
60,086
Q2 2025 Reduced 32.96%
$0
$2.6 Billion 1.04% of portfolio
117,454
Q2 2025 Reduced 0.62%
$0
$2.56 Billion 1.02% of portfolio
42,618
Q2 2025 New
Blackrock ETF Trust
-
$2.37 Billion 0.95% of portfolio
-
Q2 2025 New
$0
$2.32 Billion 0.93% of portfolio
54,408
Q2 2025 Reduced 4.05%
$0
$2.09 Billion 0.84% of portfolio
26,187
Q2 2025 Added 0.48%
-
$2 Billion 0.8% of portfolio
-
Q2 2025 Added 100.85%
$0
$1.89 Billion 0.76% of portfolio
6,836
Q2 2025 Reduced 0.73%
$0
$1.77 Billion 0.71% of portfolio
74,079
Q2 2025 Added 0.84%
$3.69T
$1.7 Billion 0.68% of portfolio
8,282
Q2 2025 Added 0.49%
Capital Grp Fixed Incm ETF T
-
$1.7 Billion 0.68% of portfolio
-
Q2 2025 Added 74.12%
$621B
$1.44 Billion 0.58% of portfolio
2,967
Q2 2025 Reduced 0.5%
$0
$1.32 Billion 0.53% of portfolio
6,462
Q2 2025 Added 5.67%
$3.95T
$1.24 Billion 0.49% of portfolio
2,485
Q2 2025 Added 9.66%
$0
$1.09 Billion 0.44% of portfolio
12,962
Q2 2025 Added 1.26%
$0
$1.1 Billion 0.44% of portfolio
12,424
Q2 2025 Added 0.26%
$0
$1.07 Billion 0.43% of portfolio
25,411
Q4 2023 Reduced 36.82%
$551B
$1.05 Billion 0.42% of portfolio
2,962
Q2 2025 Added 283.18%
$0
$1.02 Billion 0.41% of portfolio
11,551
Q2 2025 Reduced 34.25%
$0
$1.01 Billion 0.4% of portfolio
9,668
Q2 2025 Added 33.91%
$2.26T
$958 Million 0.38% of portfolio
4,367
Q2 2025 Added 2.03%
$0
$861 Million 0.34% of portfolio
34,024
Q2 2025 Added 0.56%
$0
$688 Million 0.28% of portfolio
3,529
Q2 2025 Reduced 0.56%
$127B
$660 Million 0.26% of portfolio
2,395
Q2 2025 Added 0.42%
Richmond Mut Bancorporation
-
$593 Million 0.24% of portfolio
-
Q4 2023 Added 31.91%
$0
$582 Million 0.23% of portfolio
2,456
Q2 2025 Added 19.69%
$859B
$578 Million 0.23% of portfolio
1,992
Q2 2025 Added 0.5%
$1.21T
$475 Million 0.19% of portfolio
2,698
Q2 2025 Added 0.63%
$0
$439 Million 0.18% of portfolio
14,556
Q2 2025 Reduced 1.12%
$0
$420 Million 0.17% of portfolio
8,347
Q2 2025 Added 0.74%

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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