Mullaney, Keating & Wright, Inc.
Q3 2026 13F filing
Updated 17 days ago70 disclosed positions worth $216.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $71.7M | 215.2K | 33.17% | Trimmed(-0.0%) |
| 2 | E ISHARES TR | $21.3M | 51.1K | 9.85% | Trimmed(-1.7%) |
| 3 | E ISHARES TR | $10.1M | 95.0K | 4.69% | Trimmed(-0.8%) |
| 4 | B ISHARES TR | $9.2M | 57.8K | 4.25% | Trimmed(-6.3%) |
| 5 | E ISHARES TR | $8.5M | 34.2K | 3.92% | Trimmed(-0.3%) |
| 6 | E ISHARES TR | $6.1M | 37.9K | 2.82% | Trimmed(-4.8%) |
| 7 | E ISHARES TR | $6.1M | 28.9K | 2.81% | Trimmed(-1.8%) |
| 8 | E ISHARES TR | $6M | 57.5K | 2.76% | Trimmed(-2.1%) |
| 9 | V VANGUARD MALVERN FDS | $5.6M | 114.6K | 2.61% | Trimmed(-0.3%) |
| 10 | S SHERWIN WILLIAMS CO | $5M | 15.5K | 2.32% | Added(+0.0%) |
| 11 | E ISHARES TR | $4.9M | 96.6K | 2.25% | Added(+1.6%) |
| 12 | P PIMCO ETF TR | $4.7M | 46.6K | 2.17% | Added(+5.7%) |
| 13 | V VANGUARD TAX-MANAGED FDS | $3.9M | 54.5K | 1.78% | Trimmed(-5.8%) |
| 14 | E ISHARES TR | $3.6M | 4.8K | 1.69% | Trimmed(-3.5%) |
| 15 | J J P MORGAN EXCHANGE TRADED F | $3.4M | 66.6K | 1.55% | Trimmed(-0.5%) |
| 16 | E ISHARES TR | $3.2M | 23.8K | 1.50% | Added(+1.6%) |
| 17 | V VANGUARD INDEX FDS | $3.1M | 4.5K | 1.44% | Added(+9.3%) |
| 18 | E ISHARES INC | $3M | 44.8K | 1.39% | Trimmed(-3.0%) |
| 19 | ? N/A VANGUARD INSTL INDEX FD | $2.8M | 37.5K | 1.31% | Added(+334.1%) |
| 20 | E ISHARES TR | $2.2M | 30.4K | 1.01% | Added(+6.2%) |
| 21 | V VANGUARD INDEX FDS | $2M | 5.3K | 0.93% | Added(+0.0%) |
| 22 | E ISHARES TR | $1.8M | 7.7K | 0.82% | Trimmed(-5.0%) |
| 23 | V VALERO ENERGY CORP | $1.6M | 4.0K | 0.72% | Unchanged |
| 24 | M MICROSOFT CORP | $1.5M | 2.9K | 0.69% | Added(+1.8%) |
| 25 | V VANGUARD BD INDEX FDS | $1.3M | 17.6K | 0.59% | Added(+4.7%) |
| 26 | C COCA COLA CONS INC | $1.3M | 14.8K | 0.59% | Unchanged |
| 27 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.55% | Added(+0.3%) |
| 28 | S SPDR INDEX SHS FDS | $1.2M | 22.7K | 0.54% | Added(+11.3%) |
| 29 | M META PLATFORMS INC | $1.2M | 1.6K | 0.54% | Unchanged |
| 30 | X EXXONMOBIL HOLDINGS CORP | $1.1M | 6.9K | 0.52% | — |
| 31 | M DIMENSIONAL ETF TRUST | $950K | 17.0K | 0.44% | Trimmed(-2.7%) |
| 32 | S SPACE EXPLORATION TECHN CORP | $796K | 5.3K | 0.37% | — |
| 33 | N NVIDIA CORPORATION | $783K | 3.4K | 0.36% | Added(+1.4%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $762K | 17.6K | 0.35% | Added(+0.3%) |
| 35 | C CATERPILLAR INC | $750K | 925 | 0.35% | Unchanged |
| 36 | E ISHARES TR | $742K | 1.7K | 0.34% | Added(+0.1%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $668K | 8.6K | 0.31% | Unchanged |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $622K | 9.4K | 0.29% | Unchanged |
| 39 | ? N/A ISHARES TR | $582K | 3.2K | 0.27% | Added(+8.5%) |
| 40 | E ISHARES TR | $569K | 6.0K | 0.26% | Added(+27.9%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $507K | 9.2K | 0.23% | Unchanged |
| 42 | A ABBVIE INC | $505K | 1.9K | 0.23% | Unchanged |
| 43 | H HOME DEPOT INC | $501K | 1.8K | 0.23% | Unchanged |
| 44 | S SPDR SERIES TRUST | $487K | 8.0K | 0.23% | Added(+0.1%) |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $484K | 972 | 0.22% | Unchanged |
| 46 | C COSTCO WHOLESALE CORPORATION | $464K | 510 | 0.21% | Unchanged |
| 47 | P PROCTER & GAMBLE CO | $447K | 3.1K | 0.21% | Unchanged |
| 48 | E ISHARES TR | $447K | 4.6K | 0.21% | Unchanged |
| 49 | V VANGUARD BD INDEX FDS | $441K | 5.8K | 0.20% | Added(+5.5%) |
| 50 | V VANGUARD SCOTTSDALE FDS | $417K | 3.8K | 0.19% | Added(+0.3%) |