Mullaney, Keating & Wright, Inc. Top Holdings and 13F Report (2026) About Mullaney, Keating & Wright, Inc.Investment ActivityMullaney, Keating & Wright, Inc. has $184.07 million in total holdings as of March 31, 2026.Mullaney, Keating & Wright, Inc. owns shares of 68 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.38% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Mullaney, Keating & Wright, Inc. has purchased 72 new stocks and bought additional shares in 31 stocks.Mullaney, Keating & Wright, Inc. sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $54,689,080iShares Russell 1000 ETF $18,523,537iShares Russell Mid-Cap ETF $9,309,336iShares MSCI ACWI ETF $8,527,052iShares Russell 1000 Value ETF $7,879,093 Largest New Holdings this Quarter 922907738 - VANGUARD MUN BD FDS $279,639 Holding713448108 - PepsiCo $236,973 Holding166764100 - Chevron $203,590 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 7,524 shares (about $380.86K)VANGUARD MUN BD FDS 2,798 shares (about $279.64K)JPMorgan Ultra-Short Income ETF 4,892 shares (about $247.59K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 2,433 shares (about $244.69K)PepsiCo 1,526 shares (about $236.97K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 9,926 shares (about $670.31K)iShares Russell 1000 ETF 1,661 shares (about $592.24K)iShares Core S&P Small-Cap ETF 2,733 shares (about $339.74K)iShares Russell 1000 Value ETF 1,255 shares (about $268.16K)Vanguard Short-Term Inflation-Protected Securities ETF 4,259 shares (about $212.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMullaney, Keating & Wright, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$54,689,080$64,970 â–²0.1%215,48929.7%Computer and TechnologyIWBiShares Russell 1000 ETF$18,523,537$592,243 â–¼-3.1%51,95110.1%ETFIWRiShares Russell Mid-Cap ETF$9,309,336$61,449 â–¼-0.7%95,7465.1%ETFACWIiShares MSCI ACWI ETF$8,527,052$101,425 â–²1.2%61,6254.6%ManufacturingIWDiShares Russell 1000 Value ETF$7,879,093$268,156 â–¼-3.3%36,8754.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,129,978$212,738 â–¼-3.4%122,7223.3%ManufacturingIWSiShares Russell Mid-Cap Value ETF$5,875,939$93,711 â–¼-1.6%40,3183.2%ETFEFAiShares MSCI EAFE ETF$5,676,577$33,121 â–²0.6%58,4433.1%FinanceIWNiShares Russell 2000 Value ETF$5,596,080$42,468 â–¼-0.8%29,5173.0%ETFSHWSherwin-Williams$4,963,5370.0%15,4842.7%Basic MaterialsICSHiShares Ultra Short-Term Bond Active ETF$4,738,783$380,864 â–²8.7%93,6152.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,295,068$244,688 â–²6.0%42,7072.3%ETFVEAVanguard FTSE Developed Markets ETF$3,710,006$7,113 â–²0.2%57,8962.0%ETFJPSTJPMorgan Ultra-Short Income ETF$3,272,355$247,585 â–²8.2%64,6581.8%ETFIVViShares Core S&P 500 ETF$3,140,696$11,105 â–²0.4%4,8081.7%ETFIJRiShares Core S&P Small-Cap ETF$2,928,904$339,743 â–¼-10.4%23,5611.6%ETFEMGFiShares Emerging Markets Equity Factor ETF$2,603,890$14,254 â–¼-0.5%45,8511.4%ETFVOOVanguard S&P 500 ETF$2,271,161$35,851 â–²1.6%3,8011.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,866,485$670,311 â–¼-26.4%27,6391.0%ETFIVEiShares S&P 500 Value ETF$1,749,246$80,874 â–¼-4.4%8,2841.0%ETFVTIVanguard Total Stock Market ETF$1,725,864$321 â–²0.0%5,3800.9%ETFBIVVanguard Intermediate-Term Bond ETF$1,311,741$97,863 â–²8.1%16,9960.7%ETFXOMExxonMobil$1,167,1060.0%6,8790.6%EnergyCOKECoca-Cola Consolidated$1,127,1380.0%14,8210.6%Consumer StaplesVLOValero Energy$988,3200.0%4,0000.5%EnergySPYSPDR S&P 500 ETF Trust$966,392$37,719 â–²4.1%1,4860.5%FinanceMETAMeta Platforms$928,020$16,592 â–²1.8%1,6220.5%Computer and TechnologyDFIVDimensional International Value ETF$914,587$1,056 â–²0.1%17,3280.5%ETFMSFTMicrosoft$905,176$10,736 â–²1.2%2,4450.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$844,265$1,892 â–²0.2%24,0940.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$821,985$18,904 â–²2.4%17,5230.4%ETFDISVDimensional International Small Cap Value ETF$687,936$158 â–²0.0%17,4430.4%ETFCATCaterpillar$655,3260.0%9250.4%IndustrialsIWViShares Russell 3000 ETF$644,585$33,360 â–²5.5%1,7390.4%ETFDFASDimensional U.S. Small Cap ETF$631,4220.0%8,8770.3%ETFNVDANVIDIA$587,031$698 â–²0.1%3,3660.3%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$584,408$47,462 â–¼-7.5%9,3580.3%ETFHDHome Depot$578,1890.0%1,7580.3%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$529,780$90,696 â–²20.7%6,4020.3%ETFCOSTCostco Wholesale$528,1080.0%5300.3%Retail/WholesaleLOWLowe's Companies$472,5600.0%2,0000.3%Retail/WholesaleBRK.BBerkshire Hathaway$465,783$32,586 â–²7.5%9720.3%FinanceDFUVDimensional US Marketwide Value ETF$446,3170.0%9,2100.2%ETFPGProcter & Gamble$444,574$25,132 â–²6.0%3,0780.2%Consumer StaplesBSVVanguard Short-Term Bond ETF$437,953$22,976 â–²5.5%5,5850.2%ETFIWCiShares Micro-Cap ETF$431,868$129,273 â–²42.7%2,7060.2%ETFABBVAbbVie$419,7560.0%1,9300.2%MedicalIEFAiShares Core MSCI EAFE ETF$419,4070.0%4,6330.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$393,550$45,601 â–¼-10.4%6,9560.2%ETFVONVVanguard Russell 1000 Value ETF$357,486$11,997 â–¼-3.2%3,8140.2%ETFCHDChurch & Dwight$325,4070.0%3,4870.2%Consumer StaplesDFLVDimensional US Large Cap Value ETF$325,053$250 â–²0.1%9,1030.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$324,562$14,350 â–¼-4.2%4,1390.2%ETFIMCBiShares Morningstar Mid-Cap ETF$317,903$65,166 â–²25.8%3,8100.2%ETFIWMiShares Russell 2000 ETF$306,418$55,284 â–²22.0%1,2360.2%FinanceIUSViShares Core S&P U.S. Value ETF$299,929$818 â–²0.3%2,9330.2%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$285,154$51,291 â–²21.9%3,5970.2%ETFVANGUARD MUN BD FDS$279,639$279,639 â–²New Holding2,7980.2%INTERMEDIATE TRMROSTRoss Stores$270,7880.0%1,2500.1%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$270,720$5,329 â–¼-1.9%2,2860.1%ETFRTXRTX$263,3090.0%1,3650.1%AerospaceJPMJPMorgan Chase & Co.$259,4500.0%8820.1%FinanceVYMVanguard High Dividend Yield ETF$253,8930.0%1,7140.1%Financial ServicesMCDMcDonald's$245,5250.0%7900.1%Retail/WholesalePEPPepsiCo$236,973$236,973 â–²New Holding1,5260.1%Consumer StaplesTSLATesla$222,6790.0%5990.1%Auto/Tires/TrucksBACBank of America$211,528$49 â–²0.0%4,3390.1%FinanceCVXChevron$203,590$203,590 â–²New Holding9840.1%EnergyVTEBVanguard Tax-Exempt Bond ETF$0$314,869 â–¼-100.0%00.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$0$313,579 â–¼-100.0%00.0%ETFKKRKKR & Co. Inc.$0$249,625 â–¼-100.0%00.0%FinanceABTAbbott Laboratories$0$237,923 â–¼-100.0%00.0%MedicalIGViShares Expanded Tech-Software Sector ETF$0$216,989 â–¼-100.0%00.0%ETFVOOGVanguard S&P 500 Growth ETF$0$200,736 â–¼-100.0%00.0%ETFCICigna Group$0$200,093 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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