KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 288,437
- 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 |
|---|---|---|---|---|---|
| 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 | 144.6 K | 50.1% | 8.42 K | 0 | 8.42 K |
| ETFs | 143.1 K | 49.6% | 7.82 K | 0 | 7.82 K |
| Debt | 823 | 0.3% | 0 | 632 | -632 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
288,437
Holdings
79
QoQ value change ($000)
15,608
(5.7%)
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.