13F Insight
DOSSIER · 13F-HR · Q1 2026

KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING's holding co. based in Chicago, IL — $81M in tracked AUM across 528 positions as of Q1 2026.

KF
KERR FINANCIAL PLANNING·Chicago, IL·Holding Co.
CIK 0002095947 · last filed Mar 31, 2026
Total AUM
$81M
▲ 1.1%
vs prior
Holdings
528
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

KERR FINANCIAL PLANNING Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$5M8K6.2%
02
NVDA
NVIDIA CORP
$5M22K5.8%
03
TSLA
TESLA INC
$4M12K5.3%
04
AAPL
APPLE INC
$4M15K4.8%
05
AMZN
AMAZON.COM INC
$3M12K3.9%
06
ARKK
ARK INNOVATION ETF
$3M35K3.2%
07
IVV
ISHARES CORE S&P 500 ETF
$2M3K2.8%
08
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
$2M38K2.6%
09
IYY
ISHARES DOW JONES U.S. ETF
$2M10K2.1%
10
AMD
ADVANCED MICRO DEVIC
$2M5K1.9%

Filing history

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