Keeler & Nadler Financial Planning & Wealth Management has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists Timothy Burkett, Director of Operations, as the authorized signatory for the report.
The portfolio consists of 85 individual securities. The largest position disclosed is in NVIDIA Corporation, with 7,796,401 shares. Other significant individual stock holdings include shares of Broadcom Inc. (2,528 shares), Chevron Corporation (1,945 shares), and Apple Inc. (16,532 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The top ETF holdings include the Schwab Strategic Trust US Large Cap Growth ETF (87,415,200 shares), the Vanguard Index Funds Morningstar Total Stock Market ETF (22,100,725 shares), and the Vanguard Index Funds Morningstar Large Cap Value ETF (14,067,988 shares). Other notable ETF positions include the Schwab Strategic Trust Fundamental US Large Core ETF (18,400,332 shares) and the Vanguard Index Funds Morningstar Growth ETF (22,100,725 shares).
The filing includes a mix of large-cap technology, energy, and financial sector stocks, alongside a broad array of fixed income and diversified ETFs.
