Keeler & Nadler Financial Planning & Wealth Management - Q42025 Holdings

Keeler & Nadler Financial Planning & Wealth Management holds 79 stocks with a total portfolio value of $ 288.44M as of Q42025. In Q42025, Keeler & Nadler Financial Planning & Wealth Management added 3 new positions, increased stakes in 33 stocks, reduced 28 holdings, and fully exited 3 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 9.39% of the total portfolio.