Mullaney, Keating & Wright

Mullaney, Keating & Wright as of Sept. 30, 2026

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