KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Filing Date
Global Rank
#7,362
/ 8,608
▲ 143
· as of Mar 2026
Top Industry
Semiconductors
29.6%
3Y Alpha vs SPY
-13.3%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
12 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.2%
SPY
+73.9%
Annualised alpha
-12.8%
Max drawdown
−33.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.2%
+1.5 pts
Top 5
67.0%
−2.0 pts
Top 10
78.6%
−3.5 pts
HHI
1,316
Diversified−49
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.2% | $12,376,074 |
| Unclassified | 27.3% | $8,628,355 |
| Financial Services | 11.8% | $3,734,524 |
| Energy | 5.2% | $1,655,914 |
| Consumer Cyclical | 5.2% | $1,633,755 |
| Communication Services | 3.6% | $1,137,364 |
| Industrials | 2.9% | $900,397 |
| Healthcare | 2.5% | $796,563 |
| Utilities | 1.6% | $503,383 |
| Consumer Defensive | 0.6% | $203,515 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +1,627 | 6,016 | $1,252,952 | |
| SPY | Spdr S&P 500 ETF Trust | +1,584 | 12,703 | $8,261,269 | |
| GOOGL | Alphabet Inc. | +294 | 3,042 | $874,757 | |
| NVDA | Nvidia Corp | +107 | 34,547 | $6,024,996 | |
| QQQ | Invesco Qqq Trust, Series 1 | +60 | 636 | $367,086 | |
| AVGO | Broadcom Inc. | +51 | 2,459 | $761,085 | |
| MSFT | Microsoft Corp | +47 | 2,334 | $863,976 | |
| TTC | Toro Co | +13 | 5,307 | $495,886 | |
| META | Meta Platforms, Inc. | +9 | 459 | $262,607 | |
| TSLA | Tesla, Inc. | +7 | 731 | $271,749 | |
| CVX | Chevron Corp | +4 | 2,078 | $429,938 | |
| PG | PROCTER & GAMBLE Co | +3 | 1,409 | $203,515 | |
| SO | Southern Co | +2 | 2,481 | $239,466 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| USAC | USA Compression Partners, LP | 16,548 | $448,781 | |
| FMNB | Farmers National Banc Corp /Oh/ | 23,713 | $312,063 | |
| KMI | Kinder Morgan, Inc. | 9,165 | $307,302 | |
| XOM | ExxonMobil Holdings Corp | 1,530 | $259,579 | |
| EPD | Enterprise Products Partners L.P. | 5,558 | $210,314 | |
| No positions match the current search. | ||||
31 positions ·
$31,569,844 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 12,703 | $8,261,269 | 26.17% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 34,547 | $6,024,996 | 19.08% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,685 | $4,234,486 | 13.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,894 | $1,386,804 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,016 | $1,252,952 | 3.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,042 | $874,757 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,334 | $863,976 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,459 | $761,085 | 2.41% | |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
Held | 43,004 | $583,564 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,981 | $582,730 | 1.85% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,883 | $569,117 | 1.80% | |
| TTC |
Toro Co
Industrials
|
Added | 5,307 | $495,886 | 1.57% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 3,615 | $491,531 | 1.56% | |
| USAC |
USA Compression Partners, LP
Energy
|
NEW | 16,548 | $448,781 | 1.42% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,078 | $429,938 | 1.36% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,097 | $404,511 | 1.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 636 | $367,086 | 1.16% | |
| FMNB |
Farmers National Banc Corp /Oh/
Financial Services
|
NEW | 23,713 | $312,063 | 0.99% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 9,165 | $307,302 | 0.97% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Held | 3,332 | $300,246 | 0.95% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 2,080 | $289,889 | 0.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,127 | $275,483 | 0.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 731 | $271,749 | 0.86% | |
| AEE |
Ameren Corp
Utilities
|
Held | 2,401 | $263,917 | 0.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 459 | $262,607 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 1,530 | $259,579 | 0.82% | |
| SO |
Southern Co
Utilities
|
Added | 2,481 | $239,466 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,063 | $231,191 | 0.73% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
NEW | 5,558 | $210,314 | 0.67% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,409 | $203,515 | 0.64% | |
| DBI |
Designer Brands Inc.
Consumer Cyclical
|
Held | 19,166 | $109,054 | 0.35% |