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 Market Cap. of Under $50 Millions

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

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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