13F Insight
DOSSIER · 13F-HR · Q2 2026

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

$352M in tracked AUM across 85 positions as of Q2 2026.

K&
CIK 0002035883 · last filed Jun 30, 2026
Total AUM
$352M
as of Q2 2026
Holdings
85
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$30M567K8.5%02
SCHG
SCHWAB STRATEGIC TR
$29M862K8.3%03
SPYM
SPDR SERIES TRUST
$25M285K7.1%04
SCHV
SCHWAB STRATEGIC TR
$24M700K6.9%05
VUG
VANGUARD INDEX FDS
$20M227K5.6%06
VCRB
VANGUARD MALVERN FDS
$19M248K5.4%07
DYNF
BLACKROCK ETF TRUST
$16M237K4.6%08
QUAL
ISHARES TR
$14M64K4.0%09
VTV
VANGUARD INDEX FDS
$13M61K3.8%10
BAI
BLACKROCK ETF TRUST
$12M235K3.5%

Filing history

2026Q2Jun 30
$352M▲ 19.5%
85 positionsView →2026Q1Mar 31
$295M▲ 2.2%
82 positionsView →2025Q4Dec 31
$288M▲ 5.7%
79 positionsView →2025Q3Sep 30
$273M▲ 9.2%
79 positionsLocked2025Q2Jun 30
$250M▲ 12.7%
77 positionsLocked2025Q1Mar 31
$222M▲ 3.9%
71 positionsLocked2024Q4Dec 31
$213M▲ 4.0%
70 positionsLocked2024Q3Sep 30
$205M▲ 12.7%
71 positionsLocked2024Q2Jun 30
$182M▲ 9.4%
64 positionsLocked2024Q1Mar 31
$166M▲ 20.4%
64 positionsLocked2023Q4Dec 31
$138M▲ 25.3%
56 positionsLocked2022Q4Dec 31
$110M▲ 1.6%
47 positionsLocked
Showing 12 of 13