Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management reported 85 holdings worth US$352M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Keeler & Nadler Financial Planning & Wealth Management reported 85 holdings worth US$352M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$352M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 34,645 | US$6.93M | 2.0% |
| Apple Inc | 16,738 | US$4.84M | 1.4% |
| Alphabet Inc (google) Class C | 4,825 | US$1.72M | 0.49% |
| Amazon.com, Inc. | 6,212 | US$1.48M | 0.42% |
| Berkshire Hathaway Inc. | 2,796 | US$1.4M | 0.40% |
| Broadcom Inc. | 2,528 | US$955K | 0.27% |
| Corning Incorporated | 3,615 | US$923K | 0.26% |
| Microsoft Corp. | 2,454 | US$916K | 0.26% |
| Richmond Mutual Bancorporation, Inc. | 43,004 | US$683K | 0.19% |
| Jp Morgan Chase & Co. | 1,982 | US$649K | 0.18% |
| Toro Company (the) | 4,592 | US$447K | 0.13% |
| Usa Compression Partners, Lp | 16,548 | US$437K | 0.12% |
| Rtx Corporation | 2,097 | US$398K | 0.11% |
| Principal Financial Group Inc | 3,332 | US$359K | 0.10% |
| Farmers National Banc Corp. | 23,989 | US$350K | 0.10% |
| Chevron Corporation | 1,944 | US$322K | 0.09% |
| Tesla, Inc. | 731 | US$307K | 0.09% |
| Kinder Morgan, Inc. | 9,165 | US$293K | 0.08% |
| Abbvie Inc. | 1,153 | US$290K | 0.08% |
| Johnson & Johnson | 1,127 | US$286K | 0.08% |
| Meta Platforms, Inc. | 484 | US$272K | 0.08% |
| Ameren Corporation | 2,401 | US$271K | 0.08% |
| Visa Inc. | 775 | US$266K | 0.08% |
| Gilead Sciences, Inc. | 2,080 | US$263K | 0.07% |
| Micron Technology, Inc. | 218 | US$251K | 0.07% |
| Southern Company (the) | 2,481 | US$237K | 0.07% |
| Cisco Systems, Inc. | 2,018 | US$237K | 0.07% |
| Upstart Holdings, Inc. | 6,007 | US$213K | 0.06% |
| Enterprise Products Partners L.p. | 5,573 | US$205K | 0.06% |
| Designer Brands Inc. | 19,166 | US$112K | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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