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Mullaney, Keating & Wright

Latest statistics and disclosures from Mullaney, Keating & Wright's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IWB, IWR, ACWI, IWD, and represent 53.75% of Mullaney, Keating & Wright's stock portfolio.
Added to shares of these 10 stocks: ICSH, VTEI, JPST, MINT, PEP, CVX, IWC, ACWI, BIV, VCIT.
Started 3 new stock positions in CVX, VTEI, PEP.
Reduced shares in these 10 stocks: IJH, IWB, IJR, VTEB, IJJ, IWD, KKR, ABT, IGV, VTIP.
Sold out of its positions in ABT, CI, IGV, IJJ, KKR, VOOG, VTEB.
Mullaney, Keating & Wright was a net seller of stock by $-1.7M.
Mullaney, Keating & Wright has $184M in assets under management (AUM), dropping by -2.82%.
Central Index Key (CIK): 0002135840

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Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	29.7	$55M		216k	253.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	10.1	$19M	-3%	52k	356.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	5.1	$9.3M		96k	97.23	View chart
Ishares Tr Msci Acwi Etf (ACWI)	4.6	$8.5M		62k	138.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$7.9M	-3%	37k	213.67	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.3	$6.1M	-3%	123k	49.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.2	$5.9M		40k	145.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.1	$5.7M		58k	97.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	3.0	$5.6M		30k	189.59	View chart
Sherwin-Williams Company (SHW)	2.7	$5.0M		16k	320.56	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.6	$4.7M	+8%	94k	50.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.3	$4.3M	+6%	43k	100.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$3.7M		58k	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.8	$3.3M	+8%	65k	50.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$3.1M		4.8k	653.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$2.9M	-10%	24k	124.31	View chart
Ishares Emng Mkts Eqt (EMGF)	1.4	$2.6M		46k	56.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.3M		3.8k	597.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.9M	-26%	28k	67.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$1.7M	-4%	8.3k	211.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.7M		5.4k	320.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$1.3M	+8%	17k	77.18	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.2M		6.9k	169.66	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.6	$1.1M		15k	76.05	View chart
Valero Energy Corporation (VLO)	0.5	$988k		4.0k	247.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$966k	+4%	1.5k	650.33	View chart
Meta Platforms Cl A (META)	0.5	$928k		1.6k	572.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$915k		17k	52.78	View chart
Microsoft Corporation (MSFT)	0.5	$905k		2.4k	370.22	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$844k		24k	35.04	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$822k	+2%	18k	46.91	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$688k		17k	39.44	View chart
Caterpillar (CAT)	0.4	$655k		925.00	708.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$645k	+5%	1.7k	370.66	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$631k		8.9k	71.13	View chart
NVIDIA Corporation (NVDA)	0.3	$587k		3.4k	174.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$584k	-7%	9.4k	62.45	View chart
Home Depot (HD)	0.3	$578k		1.8k	328.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$530k	+20%	6.4k	82.75	View chart
Costco Wholesale Corporation (COST)	0.3	$528k		530.00	996.43	View chart
Lowe's Companies (LOW)	0.3	$473k		2.0k	236.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$466k	+7%	972.00	479.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$446k		9.2k	48.46	View chart
Procter & Gamble Company (PG)	0.2	$445k	+5%	3.1k	144.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$438k	+5%	5.6k	78.42	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$432k	+42%	2.7k	159.60	View chart
Abbvie (ABBV)	0.2	$420k		1.9k	217.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$419k		4.6k	90.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$394k	-10%	7.0k	56.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$358k	-3%	3.8k	93.73	View chart
Church & Dwight (CHD)	0.2	$325k		3.5k	93.32	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$325k		9.1k	35.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$325k	-4%	4.1k	78.42	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$318k	+25%	3.8k	83.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$306k	+22%	1.2k	247.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$300k		2.9k	102.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$285k	+21%	3.6k	79.28	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$280k	NEW	2.8k	99.94	View chart
Ross Stores (ROST)	0.1	$271k		1.3k	216.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$271k		2.3k	118.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$263k		1.4k	192.90	View chart
JPMorgan Chase & Co. (JPM)	0.1	$260k		882.00	294.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$254k		1.7k	148.13	View chart
McDonald's Corporation (MCD)	0.1	$246k		790.00	310.79	View chart
Pepsi (PEP)	0.1	$237k	NEW	1.5k	155.29	View chart
Tesla Motors (TSLA)	0.1	$223k		599.00	371.75	View chart
Bank of America Corporation (BAC)	0.1	$212k		4.3k	48.75	View chart
Chevron Corporation (CVX)	0.1	$204k	NEW	984.00	206.90	View chart

Past Filings by Mullaney, Keating & Wright

SEC 13F filings are viewable for Mullaney, Keating & Wright going back to 2026

Mullaney, Keating & Wright 2024 Q2 filed May 29, 2026
Mullaney, Keating & Wright 2024 Q3 filed May 29, 2026
Mullaney, Keating & Wright 2024 Q4 filed May 29, 2026
Mullaney, Keating & Wright 2025 Q1 filed May 29, 2026
Mullaney, Keating & Wright 2025 Q2 filed May 29, 2026
Mullaney, Keating & Wright 2025 Q3 filed May 29, 2026
Mullaney, Keating & Wright 2025 Q4 filed May 29, 2026
Mullaney, Keating & Wright 2026 Q1 filed May 29, 2026

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