StockDriftsStockDriftsTop 50 Keeler & Nadler Financial Planning & Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 8.5% | 584.9K | $31.4M | +3.21%(+18.19K) | $33.81(+59.57%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.49% | 874.2K | $31.4M | +1.38%(+11.92K) | $21.70(+63.81%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 7.47% | 307.9K | $27.6M | +8.04%(+22.91K) | $67.43(+34.58%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 6.36% | 706.2K | $23.5M | +0.90%(+6.33K) | $24.75(+39.64%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.98% | 245.3K | $22.1M | +7.89%(+17.94K) | $49.57(+78.57%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.92% | 315.9K | $21.9M | +33.40%(+79.09K) | $62.67(+10.13%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.7% | 286.4K | $21.1M | +15.42%(+38.27K) | $76.67(-2.76%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.98% | 584.7K | $18.4M | +47.64%(+188.67K) | $29.50(+10.50%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.12% | 179.3K | $15.2M | +34.77%(+46.26K) | $79.04(+5.59%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.8% | 65.1K | $14.1M | +6.76%(+4.12K) | $147.35(+53.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.26% | — | — | +49.26% |
| Top 20 Holdings Unweighted | +14.04% | +48.32% | — | — | +48.32% |
Keeler & Nadler Financial Planning & Wealth Management reports $369.81M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (8.5%), SCHG (8.5%) and SPYM (7.5%). The top 20 holdings account for 84.34% of reported assets. Its disclosed equity book has returned +49.26% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keeler & Nadler Financial Planning & Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035883). View Keeler & Nadler Financial Planning & Wealth Management’s 13F filings on SEC