AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
David Kennon Inc’s 13F shows a concentrated, ETF-centric portfolio with a market value of $281.35 million as of 2025-12-31, up 264.3% from $77.23 million on 2025-09-30. The portfolio holds 38 reported positions and is composed predominantly of exchange-traded funds (ETFs): $241.90 million, or ~86.0% of assets, are listed as ETFs. “Unknown” holdings total $35.44 million (≈12.6%) and likely represent non-ETF vehicles (mutual funds or trust shares) reported on the 13F. The port...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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