Portfolio (Quarterly) Guide ↗

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

· CIK 0002035883

13F Portfolio $352M AUM 85 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 32 Added 22 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,530	$260K	0.09%	SOLD
2	PG	PROCTER & GAMBLE CO	Consumer Defensive	1,409	$204K	0.07%	SOLD

Sector Allocation

Technology 44.0%

Financial Services 36.9%

Consumer Cyclical 5.6%

Communication Services 4.0%

Energy 3.1%

Healthcare 2.5%

Industrials 2.5%

Utilities 1.5%