KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.1% | $15,057,816 |
| Unclassified | 28.2% | $10,111,256 |
| Financial Services | 10.9% | $3,918,844 |
| Consumer Cyclical | 5.3% | $1,899,763 |
| Communication Services | 3.8% | $1,360,108 |
| Energy | 3.5% | $1,256,806 |
| Industrials | 2.4% | $845,215 |
| Healthcare | 2.3% | $839,151 |
| Utilities | 1.4% | $508,865 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FMNB | Farmers National Banc Corp /Oh/ | +276 | 23,989 | $350,239 | |
| SPY | Spdr S&P 500 ETF Trust | +197 | 12,900 | $9,633,333 | |
| AMZN | Amazon Com Inc | +196 | 6,212 | $1,480,568 | |
| MSFT | Microsoft Corp | +120 | 2,454 | $915,391 | |
| NVDA | Nvidia Corp | +98 | 34,645 | $6,932,118 | |
| ABBV | AbbVie Inc. | +90 | 1,153 | $290,140 | |
| AVGO | Broadcom Inc. | +69 | 2,528 | $954,952 | |
| AAPL | Apple Inc. | +53 | 16,738 | $4,843,307 | |
| META | Meta Platforms, Inc. | +25 | 484 | $272,632 | |
| EPD | Enterprise Products Partners L.P. | +15 | 5,573 | $204,863 | |
| QQQ | Invesco Qqq Trust, Series 1 | +13 | 649 | $477,923 | |
| JPM | Jpmorgan Chase & Co | +1 | 1,982 | $648,768 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIGI | Vanguard International Dividend Appreciation ETF | 120,568 | $10,665,445 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 240,859 | $7,936,304 | |
| VXUS | Vanguard Total International Stock ETF | 80,940 | $6,241,283 | |
| VIG | Vanguard Dividend Appreciation ETF | 6,491 | $1,395,954 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,398 | $628,084 | |
| CGCB | Capital Group Core Bond ETF | 16,259 | $426,961 | |
| XOM | ExxonMobil Holdings Corp | 1,530 | $259,579 | |
| PG | PROCTER & GAMBLE Co | 1,409 | $203,515 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 12,900 | $9,633,333 | 26.91% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 34,645 | $6,932,118 | 19.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 16,738 | $4,843,307 | 13.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,212 | $1,480,568 | 4.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,796 | $1,399,090 | 3.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,043 | $1,087,476 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,528 | $954,952 | 2.67% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 3,615 | $923,379 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,454 | $915,391 | 2.56% | |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
Held | 43,004 | $682,903 | 1.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,982 | $648,768 | 1.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 649 | $477,923 | 1.34% | |
| TTC |
Toro Co
Industrials
|
Reduced | 4,592 | $447,352 | 1.25% | |
| USAC |
USA Compression Partners, LP
Energy
|
Held | 16,548 | $436,701 | 1.22% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,097 | $397,863 | 1.11% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Held | 3,332 | $359,122 | 1.00% | |
| FMNB |
Farmers National Banc Corp /Oh/
Financial Services
|
Added | 23,989 | $350,239 | 0.98% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,944 | $322,237 | 0.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 731 | $307,458 | 0.86% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 9,165 | $293,005 | 0.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,153 | $290,140 | 0.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,127 | $286,224 | 0.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 484 | $272,632 | 0.76% | |
| AEE |
Ameren Corp
Utilities
|
Held | 2,401 | $271,409 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 775 | $265,894 | 0.74% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 2,080 | $262,787 | 0.73% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 218 | $251,635 | 0.70% | |
| SO |
Southern Co
Utilities
|
Held | 2,481 | $237,456 | 0.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,018 | $237,034 | 0.66% | |
| UPST |
Upstart Holdings, Inc.
Financial Services
|
NEW | 6,007 | $212,828 | 0.59% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 5,573 | $204,863 | 0.57% | |
| DBI |
Designer Brands Inc.
Consumer Cyclical
|
Held | 19,166 | $111,737 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.