Mullaney, Keating & Wright, Inc.
CIK: 2135840SEC EDGAR →
Portfolio Value
$27.2B
Holdings
53
As of
Q1 2026
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 93,114 | $7.5B | 27.71% |
| 2 | VANGUARD MALVERN FDS | 124,825 | $6.1B | 22.24% |
| 3 | ISHARES TR | 49,281 | $3.9B | 14.17% |
| 4 | ISHARES INC | 39,011 | $1.7B | 6.10% |
| 5 | ISHARES TR | 27,343 | $1.4B | 5.07% |
| 6 | COCA COLA CONS INC | 15,091 | $960.5M | 3.53% |
| 7 | ISHARES TR | 14,082 | $824.1M | 3.02% |
| 8 | DIMENSIONAL ETF TRUST | 9,277 | $557.4M | 2.05% |
| 9 | DIMENSIONAL ETF TRUST | 10,055 | $521.6M | 1.91% |
| 10 | DIMENSIONAL ETF TRUST | 15,812 | $455.1M | 1.67% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $25.8B | 94.8% |
| Consumer Defensive | 5 | $962.0M | 3.5% |
| Unknown | 2 | $407.7M | 1.5% |
| Technology | 3 | $47.0M | 0.2% |
| Basic Materials | 1 | $4.9M | 0.0% |
| Energy | 2 | $1.4M | 0.0% |
| Consumer Cyclical | 3 | $1.2M | 0.0% |
| Healthcare | 2 | $580K | 0.0% |
| Communication Services | 1 | $543K | 0.0% |
| Industrials | 1 | $300K | 0.0% |