KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
•CIK: 2035883•Filing: Q4 2025
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT manages $288M across a portfolio of 79 positions. The strategy exhibits a notable tilt toward growth and quality factors, evidenced by top holdings including SCHG ($27.1M) and FNDF ($24.8M). Significant allocations are also directed toward sector-specific and factor-tilted ETFs, such as QUAL ($24.4M) and SPYM ($21.4M). This concentration suggests a tactical approach emphasizing high-momentum and growth equity exposure.
Total AUM
$288.4M
QoQ Performance
+5.7%
Positions
47
Top 10 Concentration
64.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
FNDF
QUAL
SPYM
SCHV
VUG
VCRB
VIGI
SCHG9.4%
FNDF8.6%
QUAL8.5%
SPYM7.4%
SCHV7.0%
VUG6.1%
VCRB5.8%
VIGI5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
Technology5.1%
ETF2.8%
Financial1.0%
Consumer0.5%
Healthcare0.3%
Industrial0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024