Mullaney, Keating & Wright, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 29, 2026), Mullaney, Keating & Wright, Inc. reported 72 stock positions worth $189.4 million. Its top holding was Apple (AAPL) at 30.9% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 10.6%) and iShares Russell Mid-Cap ETF (IWR, 4.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 34 and reduced 11. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +104%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).

Most Recent 13F
Q2 2026
Location
MIDDLETOWN, CT
CIK
0002135840
Portfolio Value
$189.4M (Q4 2025)
SEC Filing
0002085853-26-000619 ↗ filed May 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2024: $129.0M Q2 2024 Q3 2024: $144.1M Q3 2024 Q4 2024: $148.1M Q4 2024 Q1 2025: $148.4M Q1 2025 Q2 2025: $152.7M Q2 2025 Q3 2025: $180.1M Q3 2025 Q4 2025: $189.4M $189.4M Q4 2025 Q1 2026: $184.1M Q1 2026 Q2 2026: $206.8M Q2 2026

Holdings 72 stocks · $189.4M
AAPL Apple Inc. 30.89% 215,233 $58.5M Reduce -0.3%
IWB iShares Russell 1000 ETF 10.57% 53,612 $20.0M Reduce -0.7%
IWR iShares Russell Mid-Cap ETF 4.90% 96,378 $9.3M Reduce -0.1%
ACWI iShares MSCI Acwi ETF 4.55% 60,892 $8.6M Add +0.1%
IWD iShares Russell 1000 Value E 4.23% 38,130 $8.0M Reduce -0.3%
VTIP Vanguard Short-Term Tips 3.32% 126,981 $6.3M Add +1.3%
IWS iShares Russell Mid-Cap Valu 3.05% 40,961 $5.8M Reduce -3.0%
EFA iShares MSCI Eafe ETF 2.95% 58,102 $5.6M Add +7.6%
IWN iShares Russell 2000 Value E 2.85% 29,741 $5.4M Add +1.5%
SHW The Sherwin-Williams Co. 2.65% 15,484 $5.0M Add +0.0%
ICSH iShares Ultra Short Duration 2.30% 86,091 $4.4M Reduce -1.0%
MINT PIMCO Enhanced Short Maturit 2.13% 40,274 $4.0M Add +0.2%
VEA Vanguard Ftse Developed ETF 1.91% 57,785 $3.6M Add +0.1%
IVV iShares Core S&P 500 ETF 1.73% 4,791 $3.3M Add +103.9%
IJR iShares Core S&P Small-Cap E 1.67% 26,294 $3.2M Add +1.4%
JPST JPMorgan Ultra-Short Income 1.60% 59,766 $3.0M Add +5.0%
EMGF iShares Emerging Markets Equ 1.33% 46,102 $2.5M Add +17.6%
IJH iShares Core S&P Midcap ETF 1.31% 37,565 $2.5M Add +3.8%
VOO Vanguard S&P 500 ETF 1.24% 3,741 $2.3M Add +5.6%
IVE iShares S&P 500 Value ETF 0.97% 8,667 $1.8M Reduce -17.8%
VTI VG Morningstar TS MKT ETF-US 0.95% 5,379 $1.8M Add +0.0%
BIV Vanguard Intermediate-Term B 0.65% 15,728 $1.2M Add +418.6%
MSFT Microsoft Corp. 0.62% 2,416 $1.2M Reduce -1.1%
META Meta Platforms Inc. Class A 0.56% 1,593 $1.1M Add +0.6%
COKE Coca-Cola Consolidated Inc. 0.55% 14,821 $1.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 1,428 $974K Add +1.6%
DFIV Dimensional International Va 0.46% 17,308 $864K Add +4.6%
XOM Exxon Mobil Corp. 0.44% 6,879 $828K Add +0.0%
SPEM State Street SP PTF Em ETF 0.42% 17,120 $801K Add +6.5%
DFSV Dimensional US Small Cap Val 0.42% 24,040 $791K Add +5.0%
DISV Dimensional International SM 0.35% 17,439 $663K Add +1.1%
VLO Valero Energy Corp. 0.34% 4,000 $651K No change
IWV iShares Russell 3000 ETF 0.34% 1,649 $638K Add +8.7%
NVDA Nvidia Corp. 0.33% 3,362 $627K No change
DFAS Dimensional US Small Cap ETF 0.33% 8,877 $618K No change
HD Home Depot Inc. 0.32% 1,758 $605K No change
DFAT Dimensional US Target Value 0.32% 10,118 $602K No change
CAT Caterpillar Inc. 0.28% 925 $530K No change
LOW Lowe's Cos Inc. 0.25% 2,000 $482K No change
COST Costco Wholesale Corp. 0.24% 530 $457K No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 904 $454K No change
VCIT Vanguard Int-Term Corporate 0.23% 5,306 $444K Add +120.2%
ABBV Abbvie Inc. 0.23% 1,930 $441K No change
SPYV SS SPDR P S&P 500 Value ETF 0.23% 7,762 $441K Add +15.9%
DFUV Dimensional US Marketwide Va 0.23% 9,210 $429K No change
BSV Vanguard Short-Term Bond ETF 0.22% 5,292 $417K New
PG The Procter & Gamble Co. 0.22% 2,904 $416K No change
IEFA iShares Core MSCI Eafe ETF 0.22% 4,633 $414K Reduce -12.1%
VONV Vanguard Russell 1000 Value 0.19% 3,942 $364K Add +0.4%
SCZ iShares MSCI Eafe Small-Cap 0.18% 4,322 $335K Add +1.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.17% 6,261 $315K Add +1.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.17% 2,383 $314K No change
DFLV Dim US Large Cap Value ETF 0.16% 9,096 $311K Add +7.2%
IUSV iShares Core S&P U.S. Value 0.16% 2,925 $300K Add +0.4%
IWC iShares Micro-Cap ETF 0.16% 1,896 $299K New
CHD Church & Dwight Co. Inc. 0.15% 3,487 $292K No change
JPM JPMorgan Chase & Co. 0.15% 882 $284K No change
TSLA Tesla Inc. 0.14% 599 $269K No change
IJS iShares S&P Small-Cap 600 Va 0.14% 2,331 $265K Reduce -10.8%
IMCB iShares Morningstar Mid-Cap 0.13% 3,029 $251K Add +0.4%
RTX RTX Corp. 0.13% 1,365 $250K No change
KKR KKR & Co. Inc. 0.13% 1,958 $250K Add +0.1%
IWM iShares Russell 2000 ETF 0.13% 1,013 $249K Add +0.3%
VYM Vanguard High DVD Yield ETF 0.13% 1,714 $246K Reduce -0.9%
MCD McDonald's Corp. 0.13% 790 $241K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 4,338 $239K No change
ABT Abbott Laboratories 0.13% 1,899 $238K No change
VCSH Vanguard S/T Corp. Bond ETF 0.12% 2,950 $235K Add +1.2%
ROST Ross Stores Inc. 0.12% 1,250 $225K New
IGV iShares Expanded Tech-Softwa 0.11% 1,680 $217K No change
VOOG Vanguard S&P 500 Growth ETF 0.11% 452 $201K New
CI The Cigna Group 0.11% 727 $200K No change

Portfolio Sells Q3 2025 → Q4 2025
IWB iShares Russell 1000 ETF Reduce -0.7% 10.57% −0.38
IWR iShares Russell Mid-Cap ETF Reduce -0.1% 4.90% −0.27
IVE iShares S&P 500 Value ETF Reduce -17.8% 0.97% −0.24
IWS iShares Russell Mid-Cap Valu Reduce -3.0% 3.05% −0.22
ICSH iShares Ultra Short Duration Reduce -1.0% 2.30% −0.15
ITB iShares U.S. Home Constructi Sold out 0.00% −0.12
IWD iShares Russell 1000 Value E Reduce -0.3% 4.23% −0.09
MSFT Microsoft Corp. Reduce -1.1% 0.62% −0.09
IEFA iShares Core MSCI Eafe ETF Reduce -12.1% 0.22% −0.04
IJS iShares S&P Small-Cap 600 Va Reduce -10.8% 0.14% −0.02
VYM Vanguard High DVD Yield ETF Reduce -0.9% 0.13% −0.01
AAPL Apple Inc. Reduce -0.3% 30.89% +0.37

Portfolio Buys Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Add +103.9% 1.73% +0.86
BIV Vanguard Intermediate-Term B Add +418.6% 0.65% +0.52
BSV Vanguard Short-Term Bond ETF New 0.22% +0.22
EMGF iShares Emerging Markets Equ Add +17.6% 1.33% +0.17
IWC iShares Micro-Cap ETF New 0.16% +0.16
EFA iShares MSCI Eafe ETF Add +7.6% 2.95% +0.15
VCIT Vanguard Int-Term Corporate Add +120.2% 0.23% +0.12
ROST Ross Stores Inc. New 0.12% +0.12
VOOG Vanguard S&P 500 Growth ETF New 0.11% +0.11
VOO Vanguard S&P 500 ETF Add +5.6% 1.24% +0.03
DFIV Dimensional International Va Add +4.6% 0.46% +0.03
SPYV SS SPDR P S&P 500 Value ETF Add +15.9% 0.23% +0.03
IWV iShares Russell 3000 ETF Add +8.7% 0.34% +0.02
DFSV Dimensional US Small Cap Val Add +5.0% 0.42% +0.01
DFLV Dim US Large Cap Value ETF Add +7.2% 0.16% +0.01
DISV Dimensional International SM Add +1.1% 0.35% +0.01
XOM Exxon Mobil Corp. Add +0.0% 0.44% +0.01
SPEM State Street SP PTF Em ETF Add +6.5% 0.42% +0.01
IJH iShares Core S&P Midcap ETF Add +3.8% 1.31% −0.00
VONV Vanguard Russell 1000 Value Add +0.4% 0.19% −0.00
IUSV iShares Core S&P U.S. Value Add +0.4% 0.16% −0.00
IWM iShares Russell 2000 ETF Add +0.3% 0.13% −0.00
SCZ iShares MSCI Eafe Small-Cap Add +1.7% 0.18% −0.00
VCSH Vanguard S/T Corp. Bond ETF Add +1.2% 0.12% −0.01
JPST JPMorgan Ultra-Short Income Add +5.0% 1.60% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +1.1% 0.17% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 0.51% −0.01
IMCB iShares Morningstar Mid-Cap Add +0.4% 0.13% −0.01
KKR KKR & Co. Inc. Add +0.1% 0.13% −0.01
VEA Vanguard Ftse Developed ETF Add +0.1% 1.91% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.95% −0.03
IWN iShares Russell 2000 Value E Add +1.5% 2.85% −0.03
IJR iShares Core S&P Small-Cap E Add +1.4% 1.67% −0.04
META Meta Platforms Inc. Class A Add +0.6% 0.56% −0.09
MINT PIMCO Enhanced Short Maturit Add +0.2% 2.13% −0.11
ACWI iShares MSCI Acwi ETF Add +0.1% 4.55% −0.12
VTIP Vanguard Short-Term Tips Add +1.3% 3.32% −0.21
SHW The Sherwin-Williams Co. Add +0.0% 2.65% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 74$206.8MAAPL, IWB, IWR, ACWI, IWD
Q1 2026 68$184.1MAAPL, IWB, IWR, ACWI, IWD
Q4 2025 72$189.4MAAPL, IWB, IWR, ACWI, IWD
Q3 2025 69$180.1MAAPL, IWB, IWR, ACWI, IWD
Q2 2025 59$152.7MAAPL, IWB, IWR, IWD, VTIP
Q1 2025 59$148.4MAAPL, IWB, IWR, IWD, VTIP
Q4 2024 60$148.1MAAPL, IWB, IWR, IWD, VTIP
Q3 2024 56$144.1MAAPL, IWB, IWR, IWD, IWS
Q2 2024 53$129.0MAAPL, IWB, IWR, IWD, VTIP