DOSSIER · 13F-HR · Q1 2026

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

$295M in tracked AUM across 82 positions as of Q1 2026.

K&
CIK 0002035883 · last filed Mar 31, 2026
Total AUM
$295M
as of Q1 2026
Holdings
82
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$27M554K9.2%
02
SCHG
SCHWAB STRATEGIC TR
$25M845K8.4%
03
SCHV
SCHWAB STRATEGIC TR
$21M687K7.1%
04
SPYM
SPDR SERIES TRUST
$21M271K7.0%
05
QUAL
ISHARES TR
$17M91K5.9%
06
VCRB
VANGUARD MALVERN FDS
$17M224K5.9%
07
VUG
VANGUARD INDEX FDS
$16M37K5.4%
08
VTV
VANGUARD INDEX FDS
$12M59K3.9%
09
VIGI
VANGUARD WHITEHALL FDS
$11M121K3.6%
10
IEMG
ISHARES INC
$9M126K3.0%

Filing history

2026Q1Mar 31
$295M 2.2%
82 positionsView →
2025Q4Dec 31
$288M 5.7%
79 positionsView →
2025Q3Sep 30
$273M 9.2%
79 positionsView →
2025Q2Jun 30
$250M 12.7%
77 positionsLocked
2025Q1Mar 31
$222M 3.9%
71 positionsLocked
2024Q4Dec 31
$213M 4.0%
70 positionsLocked
2024Q3Sep 30
$205M 12.7%
71 positionsLocked
2024Q2Jun 30
$182M 9.4%
64 positionsLocked
2024Q1Mar 31
$166M 20.4%
64 positionsLocked
2023Q4Dec 31
$138M 25.3%
56 positionsLocked
2022Q4Dec 31
$110M 1.6%
47 positionsLocked
2021Q4Dec 31
$109M
50 positionsLocked