1y return+21.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $148 against $157 in the S&P 500.2
Keeler & Nadler Financial Planning & Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FNDFSchwab Strategic Tr | $29.9M | 8.5% | +2.2% |
| SCHGSchwab Strategic Tr | $29.2M | 8.3% | +2.0% |
| SPYMSpdr Series Trust | $25.0M | 7.1% | +5.1% |
| SCHVSchwab Strategic Tr | $24.4M | 6.9% | +1.8% |
| VUGVanguard Index Fds | $19.6M | 5.6% | +3.1% |
| VCRBVanguard Malvern Fds | $19.2M | 5.4% | +10.7% |
| DYNFBlackrock Etf Trust | $16.1M | 4.6% | +70.6% |
| QUALIshares Tr | $14.0M | 4.0% | −29.9% |
| VTVVanguard Index Fds | $13.3M | 3.8% | +3.6% |
| BAIBlackrock Etf Trust | $12.4M | 3.5% | −2.3% |
| FNDXSchwab Strategic Tr | $12.3M | 3.5% | +211.4% |
| VXUSVanguard Star Fds | $11.4M | 3.2% | +64.4% |
| IEMGIshares Inc | $11.2M | 3.2% | +6.6% |
| IJRIshares Tr | $9.7M | 2.8% | +3.5% |
| SPYState Str Spdr S&p 500 Etf T | $9.6M | 2.7% | +1.6% |
| VIGIVanguard Whitehall Fds | $8.1M | 2.3% | −28.3% |
| NVDANvidia Corporation | $6.9M | 2.0% | |
| USMVIshares Tr | $6.9M | 2.0% | −4.2% |
| SCHDSchwab Strategic Tr | $5.3M | 1.5% | |
| AAPLApple Inc | $4.8M | 1.4% | |
| MTUMIshares Tr | $4.4M | 1.2% | |
| VDCVanguard World Fd | $3.9M | 1.1% | −2.9% |
| SCHFSchwab Strategic Tr | $3.4M | 1.0% | +1.1% |
| SPSMSpdr Series Trust | $3.2M | 0.9% | |
| CGSMCapital Grp Fixed Incm Etf T | $3.0M | 0.9% | +17.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $6.9M |
| MTUMIshares Tr | December 31, 2023 | +118.5% | $4.4M |
| IYWIshares Tr | December 31, 2023 | +105.5% | $1.5M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $12.4M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $19.6M |
| SCHGSchwab Strategic Tr | December 31, 2023 | +63.2% | $29.2M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $9.6M |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $1.5M |
| FNDFSchwab Strategic Tr | December 31, 2023 | +56.4% | $29.9M |
| SCHBSchwab Strategic Tr | December 31, 2023 | +56.1% | $2.0M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $260K
- PGProcter & Gamble Co was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| March 31, 2023 | +3.9% | +7.0% |
| March 31, 2022 | −5.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Keeler & Nadler Financial Planning & Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2035883&type=13F-HR&dateb=&owner=include&count=40CIK 2035883
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2035883/000121465926008871/Filed July 24, 2026 · accession 0001214659-26-008871