Mullaney, Keating & Wright

Mullaney, Keating & Wright as of March 31, 2026

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