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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 55.88% of Mullaney, Keating & Wright's stock portfolio.
Added to shares of these 10 stocks: VGUS, XOM, SPCX, VOO, MINT, PSX, CVX, IJH, IMCB, SPEM.
Started 4 new stock positions in CVX, PSX, XOM, SPCX.
Reduced shares in these 10 stocks: , Dimensional Etf Trust, ACWI, IWB, IWS, IGV, VEA, MCD, ITB, PEP.
Sold out of its positions in CI, CSCO, Dimensional Etf Trust, Exxon Mobil Corporation, IGV, ITB, MCD, PEP.
Mullaney, Keating & Wright was a net buyer of stock by $205k.
Mullaney, Keating & Wright has $216M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0002135840

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Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 70 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	33.2	$72M		215k	333.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	9.9	$21M		51k	416.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	4.7	$10M		95k	106.71	View chart
Ishares Tr Msci Acwi Etf (ACWI)	4.2	$9.2M	-6%	58k	158.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.9	$8.5M		34k	247.93	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.8	$6.1M	-4%	38k	160.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.8	$6.1M		29k	209.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.8	$6.0M	-2%	58k	103.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.6	$5.6M		115k	49.22	View chart
Sherwin-Williams Company (SHW)	2.3	$5.0M		16k	323.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.3	$4.9M		97k	50.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.2	$4.7M	+5%	47k	100.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$3.9M	-5%	55k	70.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$3.6M	-3%	4.8k	765.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$3.4M		67k	50.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$3.2M		24k	136.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.1M	+9%	4.5k	700.80	View chart
Ishares Emng Mkts Eqt (EMGF)	1.4	$3.0M	-3%	45k	66.79	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	1.3	$2.8M	+334%	38k	75.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$2.2M	+6%	30k	71.95	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.9	$2.0M		5.3k	374.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$1.8M	-4%	7.7k	228.27	View chart
Valero Energy Corporation (VLO)	0.7	$1.6M		4.0k	387.61	View chart
Microsoft Corporation (MSFT)	0.7	$1.5M		2.9k	512.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$1.3M	+4%	18k	72.86	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.6	$1.3M		15k	86.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.2M		1.5k	762.42	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$1.2M	+11%	23k	51.76	View chart
Meta Platforms Cl A (META)	0.5	$1.2M		1.6k	725.23	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$1.1M	NEW	6.9k	162.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$950k	-2%	17k	55.86	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$796k	NEW	5.3k	150.86	View chart
NVIDIA Corporation (NVDA)	0.4	$783k		3.4k	228.38	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$762k		18k	43.29	View chart
Caterpillar (CAT)	0.3	$750k		925.00	810.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$742k		1.7k	431.62	View chart
Dimensional Etf Trust Us Small Cap Etf	0.3	$668k		8.6k	77.42	View chart
Dimensional Etf Trust Us Targeted Vlu	0.3	$622k		9.4k	66.44	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$583k	+8%	3.2k	184.80	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$569k	+27%	6.0k	94.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$507k		9.2k	55.00	View chart
Abbvie (ABBV)	0.2	$505k		1.9k	261.59	View chart
Home Depot (HD)	0.2	$501k		1.8k	284.49	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$487k		8.0k	61.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$484k		972.00	497.95	View chart
Costco Wholesale Corporation (COST)	0.2	$464k		510.00	910.34	View chart
Procter & Gamble Company (PG)	0.2	$447k		3.1k	145.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$447k		4.6k	96.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$441k	+5%	5.8k	76.40	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$417k		3.8k	108.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$412k	+15%	1.5k	277.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$408k	-19%	5.2k	78.32	View chart
Lowe's Companies (LOW)	0.2	$369k		2.0k	184.29	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$366k		9.1k	40.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$354k		4.2k	84.41	View chart
Church & Dwight (CHD)	0.2	$329k		3.5k	94.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$325k		3.0k	110.28	View chart
JPMorgan Chase & Co. (JPM)	0.1	$292k		882.00	330.83	View chart
Ross Stores (ROST)	0.1	$292k		1.3k	233.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$283k		3.7k	77.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$277k	-2%	2.2k	128.09	View chart
Raytheon Technologies Corp (RTX)	0.1	$274k		1.5k	185.65	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$271k		2.8k	95.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$261k		1.7k	155.23	View chart
Bank of America Corporation (BAC)	0.1	$236k		4.3k	54.43	View chart
Phillips 66 (PSX)	0.1	$236k	NEW	924.00	255.31	View chart
Tesla Motors (TSLA)	0.1	$218k	+2%	614.00	354.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$212k	-8%	2.5k	85.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$202k	+4%	586.00	344.12	View chart
Chevron Corporation (CVX)	0.1	$201k	NEW	984.00	204.21	View chart

Past Filings by Mullaney, Keating & Wright

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

Mullaney, Keating & Wright 2026 Q3 filed Oct. 19, 2026
Mullaney, Keating & Wright 2026 Q2 filed July 14, 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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