Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management reported 85 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FNDF (8.5%), SCHG (8.5%) and SPYM (7.5%). Compared with Q2 2026, the fund opened new positions in XOM, INTC and PG, added to FNDF, SCHG and SPYM, trimmed QUAL, NVDA and USMV and sold out of BND, SCHM and UPST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FNDF Schwab Fundamental International Equity ETF | $31.4M | 8.5% | 585K | +18K (+3%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $31.4M | 8.5% | 874K | +12K (+1%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $27.6M | 7.5% | 308K | +23K (+8%) | 8 of 8 | |
| 4 |  SCHV Schwab US Large Cap | $23.5M | 6.4% | 706K | +6,328 (+1%) | 8 of 8 | |
| 5 |  VUG Vanguard Index Fds | $22.1M | 6.0% | 245K | +18K (+8%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $21.9M | 5.9% | 316K | +79K (+33%) | 4 of 8 | |
| 7 |  VCRB Vanguard Malvern Fds | $21.1M | 5.7% | 286K | +38K (+15%) | 8 of 8 | |
| 8 |  FNDX Schwab Fundamental U.s. Large Company ETF | $18.4M | 5.0% | 585K | +189K (+48%) | 4 of 8 | |
| 9 |  VXUS Vanguard Star Fds | $15.2M | 4.1% | 179K | +46K (+35%) | 8 of 8 | |
| 10 |  VTV Vanguard Index Fds | $14.1M | 3.8% | 65K | +4,124 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Keeler & Nadler Financial Planning & Wealth Management 13F FAQ
What does Keeler & Nadler Financial Planning & Wealth Management own?
Keeler & Nadler Financial Planning & Wealth Management reported 85 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FNDF (8.5%), SCHG (8.5%) and SPYM (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Keeler & Nadler Financial Planning & Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 28 added to, 34 trimmed and 4 sold out. New positions include XOM, INTC and PG. It sold all of BND, SCHM and UPST.
When will Keeler & Nadler Financial Planning & Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Keeler & Nadler Financial Planning & Wealth Management's portfolio worth?
The Q3 2026 filing reports $370M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.