Institutional
Mullaney, Keating & Wright, Inc.
CIK 0002135840
$206.8M
Reported AUM
74
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for Mullaney, Keating & Wright, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $62.3M | 30.13% | — | HELD |
| 2 | IWB | ISHARES TR | $408.30 | 0.62% | 20.01% | 69.99% | $21.3M | 10.30% | — | HELD |
| 3 | IWR | ISHARES TR | $109.68 | -0.29% | 19.84% | 43.08% | $10.6M | 5.11% | — | HELD |
| 4 | ACWI | ISHARES TR | $156.43 | 0.49% | 22.98% | 62.51% | $9.7M | 4.68% | — | HELD |
| 5 | IWD | ISHARES TR | $251.78 | 0.43% | 32.19% | 69.23% | $8.3M | 4.02% | — | HELD |
| 6 | IWS | ISHARES TR | $167.05 | -0.33% | 27.70% | 53.82% | $6.6M | 3.17% | — | HELD |
| 7 | IWN | ISHARES TR | $221.24 | -0.25% | 42.50% | 47.74% | $6.5M | 3.15% | — | HELD |
| 8 | EFA | ISHARES TR | $105.63 | -0.57% | 25.88% | 54.22% | $6.1M | 2.95% | — | HELD |
| 9 | VTIP | VANGUARD MALVERN FDS | $49.66 | 0.00% | 3.09% | 16.27% | $5.8M | 2.79% | — | HELD |
| 10 | SHW | SHERWIN WILLIAMS CO | $340.90 | -1.14% | 1.35% | 18.55% | $5.3M | 2.58% | — | HELD |
| 11 | ICSH | ISHARES TR | $50.56 | 0.00% | 3.94% | 20.38% | $4.8M | 2.32% | — | HELD |
| 12 | MINT | PIMCO ETF TR | $100.79 | 0.01% | 4.45% | 19.31% | $4.4M | 2.15% | — | HELD |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $4.1M | 2.00% | — | HELD |
| 14 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $3.7M | 1.78% | — | HELD |
| 15 | IJR | ISHARES TR | $145.46 | -0.03% | 35.90% | 40.20% | $3.5M | 1.68% | — | HELD |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | 3.90% | 19.93% | $3.4M | 1.64% | — | HELD |
| 17 | EMGF | ISHARES INC | $68.05 | 0.83% | 32.89% | 52.07% | $3.2M | 1.53% | — | HELD |
| 18 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $2.8M | 1.35% | — | HELD |
| 19 | IJH | ISHARES TR | $75.29 | -0.08% | 22.45% | 46.59% | $2.2M | 1.07% | — | HELD |
| 20 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $2.0M | 0.96% | — | HELD |
| 21 | IVE | ISHARES TR | $231.71 | -0.19% | 21.16% | 68.48% | $1.8M | 0.89% | — | HELD |
| 22 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | 1.60% | -0.87% | $1.3M | 0.62% | — | HELD |
| 23 | COKE | COCA COLA CONS INC | $187.90 | -1.02% | 68.22% | 384.60% | $1.2M | 0.58% | — | HELD |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | 20.62% | 75.74% | $1.2M | 0.56% | — | HELD |
| 25 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $1.1M | 0.52% | — | HELD |
| 26 | SPEM | SPDR INDEX SHS FDS | $50.93 | 0.77% | 21.20% | 34.00% | $1.1M | 0.51% | — | HELD |
| 27 | VLO | VALERO ENERGY CORP | $312.98 | 0.41% | 138.09% | 446.65% | $1.0M | 0.50% | — | HELD |
| 28 | CAT | CATERPILLAR INC | $815.28 | 0.76% | 90.45% | 318.17% | $985K | 0.48% | — | HELD |
| 29 | DFIV | DIMENSIONAL ETF TRUST | $57.27 | -0.47% | 38.08% | 104.44% | $944K | 0.46% | — | HELD |
| 30 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | 45.72% | 236.23% | $941K | 0.45% | — | HELD |
| 31 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | 0.00% | — | — | $937K | 0.45% | — | HELD |
| 32 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $914K | 0.44% | — | HELD |
| 33 | IWV | ISHARES TR | $424.87 | 0.58% | — | — | $733K | 0.35% | — | HELD |
| 34 | DFAS | DIMENSIONAL ETF TRUST | $81.03 | -0.17% | — | — | $711K | 0.34% | — | HELD |
| 35 | DISV | DIMENSIONAL ETF TRUST | $42.34 | -0.52% | — | — | $705K | 0.34% | — | HELD |
| 36 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $676K | 0.33% | — | HELD |
| 37 | DFAT | DIMENSIONAL ETF TRUST | $70.73 | -0.16% | — | — | $654K | 0.32% | — | HELD |
| 38 | VGUS | VANGUARD INSTL INDEX FD | $75.68 | 0.02% | — | — | $653K | 0.32% | — | HELD |
| 39 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $621K | 0.30% | — | HELD |
| 40 | IWC | ISHARES TR | $187.92 | -0.56% | — | — | $581K | 0.28% | — | HELD |
| 41 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | — | — | $532K | 0.26% | — | HELD |
| 42 | DFUV | DIMENSIONAL ETF TRUST | $55.59 | 0.22% | — | — | $507K | 0.25% | — | HELD |
| 43 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $486K | 0.24% | — | HELD |
| 44 | ABBV | ABBVIE INC | $250.88 | -2.54% | — | — | $486K | 0.23% | — | HELD |
| 45 | SPYV | SPDR SERIES TRUST | $62.03 | -0.20% | — | — | $483K | 0.23% | — | HELD |
| 46 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $477K | 0.23% | — | HELD |
| 47 | IMCB | ISHARES TR | $96.95 | -0.26% | — | — | $455K | 0.22% | — | HELD |
| 48 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $451K | 0.22% | — | HELD |
| 49 | IEFA | ISHARES TR | $98.26 | -0.63% | — | — | $446K | 0.22% | — | HELD |
| 50 | LOW | LOWES COS INC | $207.92 | -1.03% | — | — | $441K | 0.21% | — | HELD |
| 51 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.05% | — | — | $426K | 0.21% | — | HELD |
| 52 | VONV | VANGUARD SCOTTSDALE FDS | $110.42 | 0.38% | — | — | $406K | 0.20% | — | HELD |
| 53 | IWM | ISHARES TR | $291.24 | -0.46% | — | — | $385K | 0.19% | — | HELD |
| 54 | DFLV | DIMENSIONAL ETF TRUST | $40.68 | 0.32% | — | — | $360K | 0.17% | — | HELD |
| 55 | SCZ | ISHARES TR | $83.90 | -0.56% | — | — | $345K | 0.17% | — | HELD |
| 56 | CHD | CHURCH & DWIGHT CO INC | $98.82 | 1.17% | — | — | $338K | 0.16% | — | HELD |
| 57 | IUSV | ISHARES TR | $112.29 | -0.22% | — | — | $324K | 0.16% | — | HELD |
| 58 | IJS | ISHARES TR | $135.96 | 0.09% | — | — | $303K | 0.15% | — | HELD |
| 59 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $289K | 0.14% | — | HELD |
| 60 | VCSH | VANGUARD SCOTTSDALE FDS | $78.62 | -0.06% | — | — | $287K | 0.14% | — | HELD |
| 61 | VTEI | VANGUARD MUN BD FDS | $99.19 | -0.04% | — | — | $285K | 0.14% | — | HELD |
| 62 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $280K | 0.14% | — | HELD |
| 63 | IGV | ISHARES TR | $94.61 | 1.39% | — | — | $275K | 0.13% | — | HELD |
| 64 | ROST | ROSS STORES INC | $251.07 | -0.59% | — | — | $266K | 0.13% | — | HELD |
| 65 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $266K | 0.13% | — | HELD |
| 66 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $252K | 0.12% | — | HELD |
| 67 | BAC | BANK OF AMER CORP | $61.97 | 0.39% | — | — | $247K | 0.12% | — | HELD |
| 68 | VOOG | VANGUARD ADMIRAL FDS INC | $81.29 | 1.41% | — | — | $224K | 0.11% | — | HELD |
| 69 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $214K | 0.10% | — | HELD |
| 70 | ITB | ISHARES TR | $94.34 | -1.18% | — | — | $209K | 0.10% | — | HELD |
| 71 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $207K | 0.10% | — | HELD |
| 72 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $204K | 0.10% | — | HELD |
| 73 | CI | THE CIGNA GROUP | $279.05 | -2.99% | — | — | $200K | 0.10% | — | HELD |
| 74 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $200K | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000716. 13F discloses long positions only — shorts, foreign equities, and options are excluded.