Mullaney, Keating & Wright, Inc. holds a focused book of 74 reported positions worth $206.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Vanguard Ultra SHRT Treasury and trimmed Apple Inc. Their largest long position is Apple Inc at 30% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +32.6%, a 30.0-point gap that is the cost of the ~14-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Mullaney, Keating & Wright, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mullaney, Keating & Wright, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 74 | $4.4B |
| Swiss Re Ltd | 24 / 74 | $1.0B |
| Richard Young Associates, Ltd. | 14 / 74 | $134.0M |
| Emerald Advisors, LLC | 29 / 74 | $639.8M |
| Kearns & Associates LLC | 12 / 74 | $170.0M |
| Planning Project LLC | 9 / 74 | $387.5M |
| AdviceOne Advisory Services, LLC | 15 / 74 | $135.1M |
| Axos Invest Inc. | 7 / 74 | $104.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Mullaney, Keating & Wright, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $62.3M | 215.3K | 30.1% | ▼−0.1% Reduced · −197 sh | |
| 2 | Ishares TR RUS 1000 ETF | $21.3M | 52.0K | 10.3% | ▲+0.1% Added · +80 sh | |
| 3 | Ishares TR RUS MID CAP ETF | $10.6M | 95.8K | 5.1% | ▲+0.1% Added · +92 sh | |
| 4 | Ishares TR MSCI ACWI ETF | $9.7M | 61.7K | 4.7% | ▲+0.1% Added · +34 sh | |
| 5 | Ishares TR RUS 1000 VAL ETF | $8.3M | 34.3K | 4.0% | ▼−7.0% Reduced · −3K sh | |
| 6 | Ishares TR RUS MDCP VAL ETF | $6.6M | 39.8K | 3.2% | ▼−1.2% Reduced · −495 sh | |
| 7 | Ishares TR RUS 2000 VAL ETF | $6.5M | 29.5K | 3.2% | ▼−0.1% Reduced · −35 sh | |
| 8 | Ishares TR MSCI EAFE ETF | $6.1M | 58.7K | 2.9% | ▲+0.4% Added · +238 sh | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $5.8M | 114.8K | 2.8% | ▼−6.4% Reduced · −8K sh | |
| 10 | Sherwin Williams Co COM | $5.3M | 15.5K | 2.6% | ▲~0% Added · +1 sh | |
| 11 | Ishares TR ULTRA SHORT DUR | $4.8M | 95.0K | 2.3% | ▲+1.5% Added · +1K sh | |
| 12 | Pimco ETF TR ENHAN SHRT MA AC | $4.4M | 44.1K | 2.2% | ▲+3.3% Added · +1K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.1M | 57.9K | 2.0% | ▲~0% Added · +13 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $3.7M | 4.9K | 1.8% | ▲+2.5% Added · +120 sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $3.5M | 23.5K | 1.7% | ▼−0.4% Reduced · −102 sh | |
| 16 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.4M | 66.9K | 1.6% | ▲+3.5% Added · +2K sh | |
| 17 | Ishares Inc EMNG MKTS EQT | $3.2M | 46.2K | 1.5% | ▲+0.8% Added · +376 sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.1K | 1.4% | ▲+7.1% Added · +269 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.2M | 28.6K | 1.1% | ▲+3.6% Added · +986 sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.3K | 1.0% | ▼−0.6% Reduced · −32 sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $1.8M | 8.1K | 0.9% | ▼−1.8% Reduced · −152 sh | |
| 22 | Vanguard BD Index FDS INTERMED TERM | $1.3M | 16.8K | 0.6% | ▼−1.1% Reduced · −197 sh | |
| 23 | Coca Cola Cons Inc COM | $1.2M | 14.8K | 0.6% | ▲+0.1% Added · +10 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.5K | 0.6% | ▲+3.8% Added · +57 sh | |
| 25 | Microsoft Corp COM | $1.1M | 2.9K | 0.5% | ▲+17% Added · +422 sh | |
| 26 | SPDR Index SHS FDS ST PORT MARK ETF | $1.1M | 20.4K | 0.5% | ▲+17% Added · +3K sh | |
| 27 | Valero Energy Corp COM | $1.0M | 4.0K | 0.5% | —Held | |
| 28 | Caterpillar Inc COM | $985K | 925 | 0.5% | —Held | |
| 29 | Dimensional ETF Trust INTERNATNAL VAL | $944K | 17.5K | 0.5% | ▲+0.9% Added · +154 sh | |
| 30 | Exxon Mobil Corp COM | $941K | 6.9K | 0.5% | —Held | |
| 31 | Dimensional ETF Trust US SMALL CAP ETF | $937K | 24.2K | 0.5% | ▲+0.2% Added · +57 sh | |
| 32 | Meta Platforms Inc CL A | $914K | 1.6K | 0.4% | —Held | |
| 33 | Ishares TR RUSSELL 3000 ETF | $733K | 1.7K | 0.4% | ▼−1.2% Reduced · −21 sh | |
| 34 | Dimensional ETF Trust US SMALL CAP ETF | $711K | 8.6K | 0.3% | ▼−2.7% Reduced · −243 sh | |
| 35 | Dimensional ETF Trust INTL SMALL CAP V | $705K | 17.6K | 0.3% | ▲+0.6% Added · +113 sh | |
| 36 | Nvidia Corporation COM | $676K | 3.4K | 0.3% | ▲+0.4% Added · +13 sh | |
| 37 | Dimensional ETF Trust US TARGETED VLU | $654K | 9.4K | 0.3% | —Held | |
| 38 | Vanguard Instl Index FD ULTR SHOR TR ETF | $653K | 8.6K | 0.3% | ▲New New position | |
| 39 | Home Depot Inc COM | $621K | 1.8K | 0.3% | ▲+0.1% Added · +2 sh | |
| 40 | Ishares TR MICRO-CAP ETF | $581K | 2.9K | 0.3% | ▲+7.3% Added · +198 sh | |
| 41 | Vanguard Scottsdale FDS INT-TERM CORP | $532K | 6.4K | 0.3% | ▲+0.6% Added · +37 sh | |
| 42 | Dimensional ETF Trust US MKTWIDE VALUE | $507K | 9.2K | 0.2% | —Held | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $486K | 972 | 0.2% | —Held | |
| 44 | Abbvie Inc COM | $486K | 1.9K | 0.2% | —Held | |
| 45 | SPDR Series Trust ST STR P500VAL | $483K | 7.9K | 0.2% | ▲+14% Added · +993 sh | |
| 46 | Costco Wholesale Corporation COM | $477K | 510 | 0.2% | ▼−3.8% Reduced · −20 sh | |
| 47 | Ishares TR MRGSTR MD CP ETF | $455K | 4.7K | 0.2% | ▲+24% Added · +899 sh | |
| 48 | Procter & Gamble Co COM | $451K | 3.1K | 0.2% | —Held | |
| 49 | Ishares TR CORE MSCI EAFE | $446K | 4.6K | 0.2% | ▼−0.4% Reduced · −18 sh | |
| 50 | Lowes Cos Inc COM | $441K | 2.0K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2135840/holdings"
Use Arkolith to show Mullaney, Keating & Wright, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 74 | $206.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 29, 2026 | 59d | 68 | $184.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 29, 2026 | 149d | 72 | $189.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 29, 2026 | 241d | 69 | $180.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | May 29, 2026 | 333d | 59 | $152.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 29, 2026 | 424d | 59 | $148.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 29, 2026 | 514d | 60 | $148.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | May 29, 2026 | 606d | 56 | $144.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | May 29, 2026 | 698d | 53 | $129.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.