13F-HR filed by Mullaney, Keating & Wright, Inc.
Mullaney, Keating & Wright, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2026-05-29, with 59 holding rows worth $148,418,567.
- Accession
- 0002085853-26-000616
- Filer
- CIK 2135840
- Filed
- 2026-05-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 59 entries on the cover page, a total value of $148,418,567 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,418,567 with VALUE read as dollars as filed, 13F file number 028-27002. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 214,163 | $47,572,048 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 53,697 | $16,470,909 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 92,418 | $7,861,992 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 38,399 | $7,225,217 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 121,201 | $6,047,913 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 16,078 | $5,614,420 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 43,314 | $5,456,226 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 24,239 | $4,619,554 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 28,540 | $4,309,009 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 48,062 | $3,928,100 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 76,307 | $3,868,766 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 35,653 | $3,587,411 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 55,438 | $2,817,914 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 26,186 | $2,738,246 | dollars as filed | |
| IJH | 464287507 | COM | 36,296 | $2,117,874 | dollars as filed | |
| iShares Emerging Markets Equity Factor ETF | 46434G889 | SHS | 37,786 | $1,651,267 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,888 | $1,484,315 | dollars as filed | |
| VTI | 922908769 | COM | 5,378 | $1,477,960 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 25,718 | $1,302,112 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,304 | $1,294,622 | dollars as filed | |
| COCA COLA CONS INC | 191098102 | COM | 14,991 | $1,073,656 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,498 | $937,725 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,878 | $817,978 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,773 | $649,787 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 15,527 | $611,125 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,045 | $584,694 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 991 | $571,173 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 19,972 | $562,225 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 8,877 | $530,401 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 4,000 | $528,280 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 10,118 | $520,976 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 530 | $501,264 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,904 | $494,844 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 12,416 | $488,825 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 16,660 | $485,138 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,516 | $481,484 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 904 | $481,453 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,362 | $472,754 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,000 | $466,460 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,930 | $404,374 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,212 | $394,315 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 3,487 | $383,884 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 9,210 | $379,545 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 6,533 | $333,656 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,904 | $322,235 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 900 | $296,820 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 2,383 | $285,317 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 2,895 | $267,162 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2,734 | $266,537 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 4,190 | $266,196 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 2,878 | $260,987 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,899 | $251,900 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 790 | $246,773 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 7,865 | $240,448 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 727 | $239,183 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 1,946 | $224,936 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,729 | $223,015 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 883 | $216,600 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,391 | $208,567 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000616 | this filing | 2026-05-29 | acceptance time not in the bulk data set |