Keeler & Nadler Financial Planning & Wealth Management - Q12026 Holdings

Keeler & Nadler Financial Planning & Wealth Management holds 82 stocks with a total portfolio value of $ 294.76M as of Q12026. In Q12026, Keeler & Nadler Financial Planning & Wealth Management added 7 new positions, increased stakes in 40 stocks, reduced 23 holdings, and fully exited 4 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 9.20% of the total portfolio.