Mullaney, Keating & Wright

Mullaney, Keating & Wright as of June 30, 2026

Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 30.1 $62M 215k 289.36
Ishares Tr Rus 1000 Etf (IWB) 10.3 $21M 52k 409.50
Ishares Tr Rus Mid Cap Etf (IWR) 5.1 $11M 96k 110.32
Ishares Tr Msci Acwi Etf (ACWI) 4.7 $9.7M 62k 156.97
Ishares Tr Rus 1000 Val Etf (IWD) 4.0 $8.3M 34k 242.43
Ishares Tr Rus Mdcp Val Etf (IWS) 3.2 $6.6M 40k 164.60
Ishares Tr Rus 2000 Val Etf (IWN) 3.2 $6.5M 30k 221.20
Ishares Tr Msci Eafe Etf (EFA) 2.9 $6.1M 59k 103.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $5.8M 115k 50.23
Sherwin-Williams Company (SHW) 2.6 $5.3M 16k 344.33
Ishares Tr Ultra Short Dur (ICSH) 2.3 $4.8M 95k 50.58
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.2 $4.4M 44k 100.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $4.1M 58k 71.25
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.7M 4.9k 748.88
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.5M 24k 148.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $3.4M 67k 50.57
Ishares Emng Mkts Eqt (EMGF) 1.5 $3.2M 46k 68.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.8M 4.1k 686.89
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $2.2M 29k 77.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.0M 5.3k 370.06
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.8M 8.1k 227.06
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.3M 17k 76.70
Coca-Cola Bottling Co. Consolidated (COKE) 0.6 $1.2M 15k 81.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.2M 1.5k 746.64
Microsoft Corporation (MSFT) 0.5 $1.1M 2.9k 372.96
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.5 $1.1M 20k 51.78
Valero Energy Corporation (VLO) 0.5 $1.0M 4.0k 260.44
Caterpillar (CAT) 0.5 $985k 925.00 1064.90
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $944k 18k 54.02
Exxon Mobil Corporation (XOM) 0.5 $941k 6.9k 136.73
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.5 $937k 24k 38.79
Meta Platforms Cl A (META) 0.4 $914k 1.6k 563.32
Ishares Tr Russell 3000 Etf (IWV) 0.4 $733k 1.7k 426.37
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $711k 8.6k 82.34
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $705k 18k 40.13
NVIDIA Corporation (NVDA) 0.3 $676k 3.4k 200.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $654k 9.4k 69.90
Vanguard Instl Index Ultr Shor Tr Etf (VGUS) 0.3 $653k 8.6k 75.66
Home Depot (HD) 0.3 $621k 1.8k 352.68
Ishares Tr Micro-cap Etf (IWC) 0.3 $581k 2.9k 200.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $532k 6.4k 82.66
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $507k 9.2k 55.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $486k 972.00 500.39
Abbvie (ABBV) 0.2 $486k 1.9k 251.64
Spdr Series Trust St Str P500val (SPYV) 0.2 $483k 7.9k 60.79
Costco Wholesale Corporation (COST) 0.2 $477k 510.00 935.47
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $455k 4.7k 96.56
Procter & Gamble Company (PG) 0.2 $451k 3.1k 146.64
Ishares Tr Core Msci Eafe (IEFA) 0.2 $446k 4.6k 96.59
Lowe's Companies (LOW) 0.2 $441k 2.0k 220.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $427k 5.5k 77.91
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $407k 3.8k 106.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $385k 1.3k 300.51
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.2 $360k 9.1k 39.54
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $345k 4.2k 82.26
Church & Dwight (CHD) 0.2 $338k 3.5k 96.88
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $324k 2.9k 110.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $303k 2.2k 136.70
JPMorgan Chase & Co. (JPM) 0.1 $289k 882.00 327.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $287k 3.6k 79.03
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $285k 2.8k 100.95
Raytheon Technologies Corp (RTX) 0.1 $280k 1.5k 189.73
Ishares Tr Expanded Tech (IGV) 0.1 $275k 1.7k 163.58
Ross Stores (ROST) 0.1 $266k 1.3k 212.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $266k 1.7k 158.06
Tesla Motors (TSLA) 0.1 $252k 599.00 420.60
Bank of America Corporation (BAC) 0.1 $247k 4.3k 56.97
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $224k 2.7k 82.62
McDonald's Corporation (MCD) 0.1 $214k 790.00 270.31
Ishares Tr Us Home Cons Etf (ITB) 0.1 $209k 2.0k 104.48
Pepsi (PEP) 0.1 $207k 1.5k 135.40
Cisco Systems (CSCO) 0.1 $204k 1.7k 117.46
Cigna Corp (CI) 0.1 $200k 727.00 275.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $200k 560.00 357.37