KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 369,814
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 85 | 369,814 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Q2 2026 | 7/24/2026 | 85 | 352,271 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Q1 2026 | 5/4/2026 | 82 | 294,759 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Q4 2025 | 1/27/2026 | 79 | 288,437 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Q3 2025 | 10/29/2025 | 79 | 272,829 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Q2 2025 | 7/28/2025 | 77 | 249,903 | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.05 K | 8.7% | 2.221 K | 0 | 2.221 K |
| ETFs | 337.4 K | 91.2% | 15.35 K | 0 | 15.35 K |
| Debt | 365 | 0.1% | 0 | 24 | -24 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
369,814
Holdings
85
QoQ value change ($000)
17,543
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.