KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 294,759
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.26 K | 8.2% | 0 | 120.3 K | -120.3 K |
| ETFs | 270.1 K | 91.6% | 127 K | 0 | 127 K |
| Debt | 427 | 0.1% | 0 | 396 | -396 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
294,759
Holdings
82
QoQ value change ($000)
6,322
(2.2%)
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.