Mullaney, Keating & Wright

Mullaney, Keating & Wright as of Dec. 31, 2025

Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 30.9 $59M 215k 271.86
Ishares Tr Rus 1000 Etf (IWB) 10.6 $20M 54k 373.44
Ishares Tr Rus Mid Cap Etf (IWR) 4.9 $9.3M 96k 96.27
Ishares Tr Msci Acwi Etf (ACWI) 4.5 $8.6M 61k 141.49
Ishares Tr Rus 1000 Val Etf (IWD) 4.2 $8.0M 38k 210.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.3 $6.3M 127k 49.46
Ishares Tr Rus Mdcp Val Etf (IWS) 3.1 $5.8M 41k 141.05
Ishares Tr Msci Eafe Etf (EFA) 2.9 $5.6M 58k 96.03
Ishares Tr Rus 2000 Val Etf (IWN) 2.8 $5.4M 30k 181.21
Sherwin-Williams Company (SHW) 2.6 $5.0M 16k 324.02
Ishares Tr Ultra Short Dur (ICSH) 2.3 $4.4M 86k 50.58
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.1 $4.0M 40k 100.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $3.6M 58k 62.47
Ishares Tr Core S&p500 Etf (IVV) 1.7 $3.3M 4.8k 684.96
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.2M 26k 120.18
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $3.0M 60k 50.59
Ishares Emng Mkts Eqt (EMGF) 1.3 $2.5M 46k 54.71
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.5M 38k 66.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.3M 3.7k 627.06
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $1.8M 8.7k 212.07
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.8M 5.4k 335.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.2M 16k 77.88
Microsoft Corporation (MSFT) 0.6 $1.2M 2.4k 483.64
Meta Platforms Cl A (META) 0.6 $1.1M 1.6k 660.09
Coca-Cola Bottling Co. Consolidated (COKE) 0.5 $1.0M 15k 69.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $974k 1.4k 681.86
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $864k 17k 49.90
Exxon Mobil Corporation (XOM) 0.4 $828k 6.9k 120.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $801k 17k 46.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $791k 24k 32.89
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $663k 17k 38.00
Valero Energy Corporation (VLO) 0.3 $651k 4.0k 162.79
Ishares Tr Russell 3000 Etf (IWV) 0.3 $638k 1.6k 386.87
NVIDIA Corporation (NVDA) 0.3 $627k 3.4k 186.50
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $619k 8.9k 69.67
Home Depot (HD) 0.3 $605k 1.8k 344.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $602k 10k 59.54
Caterpillar (CAT) 0.3 $530k 925.00 572.87
Lowe's Companies (LOW) 0.3 $482k 2.0k 241.16
Costco Wholesale Corporation (COST) 0.2 $457k 530.00 862.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $454k 904.00 502.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $444k 5.3k 83.74
Abbvie (ABBV) 0.2 $441k 1.9k 228.49
Spdr Series Trust State Street Spd (SPYV) 0.2 $441k 7.8k 56.81
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $429k 9.2k 46.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $417k 5.3k 78.81
Procter & Gamble Company (PG) 0.2 $416k 2.9k 143.30
Ishares Tr Core Msci Eafe (IEFA) 0.2 $414k 4.6k 89.46
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $364k 3.9k 92.30
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $335k 4.3k 77.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $315k 6.3k 50.29
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $314k 2.4k 131.59
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $311k 9.1k 34.21
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $300k 2.9k 102.55
Ishares Tr Micro-cap Etf (IWC) 0.2 $299k 1.9k 157.70
Church & Dwight (CHD) 0.2 $292k 3.5k 83.85
JPMorgan Chase & Co. (JPM) 0.2 $284k 882.00 322.22
Tesla Motors (TSLA) 0.1 $269k 599.00 449.72
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $265k 2.3k 113.74
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $251k 3.0k 82.74
Raytheon Technologies Corp (RTX) 0.1 $250k 1.4k 183.40
Kkr & Co (KKR) 0.1 $250k 2.0k 127.49
Ishares Tr Russell 2000 Etf (IWM) 0.1 $250k 1.0k 246.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $246k 1.7k 143.55
McDonald's Corporation (MCD) 0.1 $241k 790.00 305.63
Bank of America Corporation (BAC) 0.1 $239k 4.3k 55.00
Abbott Laboratories (ABT) 0.1 $238k 1.9k 125.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $235k 3.0k 79.73
Ross Stores (ROST) 0.1 $225k 1.3k 180.14
Ishares Tr Expanded Tech (IGV) 0.1 $217k 1.7k 129.16
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $201k 452.00 444.11
Cigna Corp (CI) 0.1 $200k 727.00 275.23