Q3 2026 13F · SEC CIK 2135840

Mullaney, Keating & Wright, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $216.1M
Reported positions: 70
Holdings vs S&P 500, 3 yrs: —
Assets under management: $391.0M

Mullaney, Keating & Wright, Inc. is a wealth manager that reported 70 positions worth $216.1M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Apple Inc (AAPL, 33.2%), Ishares Tr (IWB, 9.8%), Ishares Tr (IWR, 4.7%).

Mullaney, Keating & Wright, Inc. holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mullaney, Keating & Wright, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	33.2%	30.1%	215,198	-0.0%	$71.7M
IWBIshares Tr	9.8%	10.3%	51,143	-1.7%	$21.3M
IWRIshares Tr	4.7%	5.1%	95,028	-0.8%	$10.1M
ACWIIshares Tr	4.2%	4.7%	57,774	-6.3%	$9.2M
IWDIshares Tr	3.9%	4.0%	34,181	-0.3%	$8.5M
IWSIshares Tr	2.8%	3.2%	37,911	-4.8%	$6.1M
IWNIshares Tr	2.8%	3.2%	28,944	-1.8%	$6.1M
EFAIshares Tr	2.8%	2.9%	57,474	-2.1%	$6.0M
VTIPVanguard Malvern Fds	2.6%	2.8%	114,565	-0.2%	$5.6M
SHWSherwin Williams Co	2.3%	2.6%	15,486	+0.0%	$5.0M
ICSHIshares Tr	2.3%	2.3%	96,595	+1.6%	$4.9M
MINTPimco Enhanced Short Maturity Active Exc	2.2%	2.1%	46,622	+5.7%	$4.7M
VEAVanguard Ftse Developed Markets Index Fu	1.8%	2.0%	54,530	-5.8%	$3.9M
IVVIshares Tr	1.7%	1.8%	4,754	-3.5%	$3.6M
JPSTJ P Morgan Exchange Traded F	1.6%	1.6%	66,632	-0.5%	$3.4M
IJRIshares Tr	1.5%	1.7%	23,841	+1.6%	$3.2M
VOOVanguard Index Fds	1.4%	1.4%	4,450	+9.3%	$3.1M
EMGFIshares Inc	1.4%	1.5%	44,833	-3.0%	$3.0M
VGUSVanguard Instl Index Fd	1.3%	0.3%	37,491	+334.1%	$2.8M
IJHIshares Tr	1.0%	1.1%	30,407	+6.2%	$2.2M
VTIVanguard Index Fds	0.9%	1.0%	5,349	+0.0%	$2.0M
IVEIshares Tr	0.8%	0.9%	7,728	-5.0%	$1.8M
VLOValero Energy Corp	0.7%	0.5%	4,000	+0.0%	$1.6M
MSFTMicrosoft Corp	0.7%	0.5%	2,919	+1.8%	$1.5M
BIVVanguard Bd Index Fds	0.6%	0.6%	17,594	+4.7%	$1.3M
COKECoca Cola Cons Inc	0.6%	0.6%	14,831	+0.0%	$1.3M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.6%	1,547	+0.3%	$1.2M
SPEMSpdr Index Shs Fds	0.5%	0.5%	22,731	+11.3%	$1.2M
METAMeta Platforms Inc	0.5%	0.4%	1,622	+0.0%	$1.2M
XOMExxonmobil Holdings Corp	0.5%	—	6,880	—	$1.1M
DFIVDimensional ETF Trust	0.4%	0.5%	17,012	-2.7%	$950K
SPCXSpace Exploration Techn Corp	0.4%	—	5,279	—	$796K
NVDANvidia Corporation	0.4%	0.3%	3,428	+1.5%	$783K
DISVDimensional ETF Trust	0.4%	0.3%	17,604	+0.3%	$762K
CATCaterpillar Inc	0.3%	0.5%	925	+0.0%	$750K
IWVIshares Tr	0.3%	0.4%	1,719	+0.1%	$742K
DFASDimensional ETF Trust	0.3%	0.3%	8,634	+0.0%	$668K
DFATDimensional ETF Trust	0.3%	0.3%	9,358	+0.0%	$622K
IWCIshares Tr Micro-Cap ETF	0.3%	0.3%	3,152	+8.5%	$582K
JKGIshares Tr	0.3%	0.2%	6,025	+27.9%	$569K
DFUVDimensional ETF Trust	0.2%	0.2%	9,210	+0.0%	$507K
ABBVAbbvie Inc	0.2%	0.2%	1,930	+0.0%	$505K
HDHome Depot Inc	0.2%	0.3%	1,760	+0.0%	$501K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.2%	7,961	+0.2%	$487K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	972	+0.0%	$484K
COSTCostco Wholesale Corporation	0.2%	0.2%	510	+0.0%	$464K
PGProcter & Gamble Co	0.2%	0.2%	3,078	+0.0%	$447K
IEFAIshares Tr	0.2%	0.2%	4,615	+0.0%	$447K
BSVVanguard Bd Index Fds	0.2%	—	5,777	—	$441K
VONVVanguard Scottsdale Fds	0.2%	—	3,833	—	$417K

What Mullaney, Keating & Wright, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VGUS Vanguard Instl Index Fd+334.1% shares
JKG Ishares Tr+27.9% shares
SPEM Spdr Index Shs Fds+11.3% shares
VOO Vanguard Index Fds+9.3% shares
IWC Ishares Tr Micro-Cap ETF+8.5% shares
IJH Ishares Tr+6.2% shares
MINT Pimco Enhanced Short Maturity Active Exc+5.7% shares

Reduced

ACWI Ishares Tr-6.3% shares
VEA Vanguard Ftse Developed Markets Index Fu-5.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$216.1M	70
Q2 2026	$206.8M	74
Q1 2026	$184.1M	68
Q4 2025	$189.4M	72

Questions about Mullaney, Keating & Wright, Inc.'s portfolio

What stocks does Mullaney, Keating & Wright, Inc. own?

Mullaney, Keating & Wright, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 70 positions worth $216.1M. The largest are Apple Inc (AAPL) at 33.2%, Ishares Tr (IWB) at 9.8%, Ishares Tr (IWR) at 4.7%, Ishares Tr (ACWI) at 4.2% and Ishares Tr (IWD) at 3.9%.

What did Mullaney, Keating & Wright, Inc. buy last quarter?

In Q3 2026, Mullaney, Keating & Wright, Inc. added Vanguard Instl Index Fd (VGUS) (+334.1% shares), Ishares Tr (JKG) (+27.9% shares) and Spdr Index Shs Fds (SPEM) (+11.3% shares), compared with its Q2 2026 filing.

What did Mullaney, Keating & Wright, Inc. sell last quarter?

In Q3 2026, Mullaney, Keating & Wright, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Lowes Cos Inc (LOW), Ishares Tr (ACWI) (-6.3% shares) and Vanguard Ftse Developed Markets Index Fu (VEA) (-5.8% shares), compared with its Q2 2026 filing.

When is Mullaney, Keating & Wright, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mullaney, Keating & Wright, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Mullaney, Keating & Wright, Inc. manage?

Mullaney, Keating & Wright, Inc. reported $391.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $216.1M.