KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 85 positions worth $352.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: FNDF (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FNDF | SH | $29.9M | 8.49% | 566,686 | — | — | |
| ▸ 2 | SCHG | SH | $29.2M | 8.28% | 862,230 | — | — | |
| ▸ 3 | SPYM | SH | $25.0M | 7.11% | 284,987 | — | — | |
| ▸ 4 | SCHV | SH | $24.4M | 6.92% | 699,917 | — | — | |
| ▸ 5 | VUG | SH | $19.6M | 5.56% | 227,328 | — | — | |
| ▸ 6 | VCRB | SH | $19.2M | 5.44% | 248,157 | — | — | |
| ▸ 7 | DYNF | SH | $16.1M | 4.57% | 236,828 | — | — | |
| ▸ 8 | QUAL | SH | $14.0M | 3.98% | 63,933 | — | — | |
| ▸ 9 | VTV | SH | $13.3M | 3.77% | 60,981 | — | — | |
| ▸ 10 | BAI | SH | $12.4M | 3.52% | 235,240 | — | — |
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Frequently Asked Questions
What stocks does KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT hold as of Q2 2026?
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 85 positions worth $352.3M in its Q2 2026 13F filing. Largest positions: FNDF (8.5%), SCHG (8.3%), SPYM (7.1%), SCHV (6.9%) and VUG (5.6%).
What did KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.