Mullaney, Keating & Wright, Inc.

Est. AUM

$206.8M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$62.3M	215292	30.13%	SOLE
2	ISHARES TR	RUS 1000 ETF	$21.3M	52031	10.30%	SOLE
3	ISHARES TR	RUS MID CAP ETF	$10.6M	95838	5.11%	SOLE
4	ISHARES TR	MSCI ACWI ETF	$9.7M	61659	4.68%	SOLE
5	ISHARES TR	RUS 1000 VAL ETF	$8.3M	34296	4.02%	SOLE
6	ISHARES TR	RUS MDCP VAL ETF	$6.6M	39823	3.17%	SOLE
7	ISHARES TR	RUS 2000 VAL ETF	$6.5M	29482	3.15%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$6.1M	58681	2.95%	SOLE
9	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.8M	114848	2.79%	SOLE
10	SHERWIN WILLIAMS CO	COM	$5.3M	15485	2.58%	SOLE
11	ISHARES TR	ULTRA SHORT DUR	$4.8M	95042	2.32%	SOLE
12	PIMCO ETF TR	ENHAN SHRT MA AC	$4.4M	44105	2.15%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	57909	2.00%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$3.7M	4928	1.78%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$3.5M	23459	1.68%	SOLE
16	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.4M	66934	1.64%	SOLE
17	ISHARES INC	EMNG MKTS EQT	$3.2M	46227	1.53%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.8M	4070	1.35%	SOLE
19	ISHARES TR	CORE S&P MCP ETF	$2.2M	28625	1.07%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	5348	0.96%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$1.8M	8132	0.89%	SOLE
22	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	16799	0.62%	SOLE
23	COCA COLA CONS INC	COM	$1.2M	14831	0.58%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1543	0.56%	SOLE
25	MICROSOFT CORP	COM	$1.1M	2867	0.52%	SOLE
26	SPDR INDEX SHS FDS	ST PORT MARK ETF	$1.1M	20423	0.51%	SOLE
27	VALERO ENERGY CORP	COM	$1.0M	4000	0.50%	SOLE
28	CATERPILLAR INC	COM	$985K	925	0.48%	SOLE
29	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$944K	17482	0.46%	SOLE
30	EXXON MOBIL CORP	COM	$941K	6879	0.46%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$937K	24151	0.45%	SOLE
32	META PLATFORMS INC	CL A	$914K	1622	0.44%	SOLE
33	ISHARES TR	RUSSELL 3000 ETF	$733K	1718	0.35%	SOLE
34	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$711K	8634	0.34%	SOLE
35	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$705K	17556	0.34%	SOLE
36	NVIDIA CORPORATION	COM	$676K	3379	0.33%	SOLE
37	DIMENSIONAL ETF TRUST	US TARGETED VLU	$654K	9358	0.32%	SOLE
38	VANGUARD INSTL INDEX FD	ULTR SHOR TR ETF	$653K	8636	0.32%	SOLE
39	HOME DEPOT INC	COM	$621K	1760	0.30%	SOLE
40	ISHARES TR	MICRO-CAP ETF	$581K	2904	0.28%	SOLE
41	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$532K	6439	0.26%	SOLE
42	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$507K	9210	0.25%	SOLE
43	ABBVIE INC	COM	$486K	1930	0.24%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$486K	972	0.24%	SOLE
45	SPDR SERIES TRUST	ST STR P500VAL	$483K	7949	0.23%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$477K	510	0.23%	SOLE
47	ISHARES TR	MRGSTR MD CP ETF	$455K	4709	0.22%	SOLE
48	PROCTER & GAMBLE CO	COM	$451K	3078	0.22%	SOLE
49	ISHARES TR	CORE MSCI EAFE	$446K	4615	0.22%	SOLE
50	LOWES COS INC	COM	$441K	2000	0.21%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.