DOSSIER · 13F-HR · Q2 2026

KERR FINANCIAL PLANNING Corp

$90M in tracked AUM across 549 positions as of Q2 2026.

KF
CIK 0002095947 · last filed Jun 30, 2026
Total AUM
$90M
as of Q2 2026
Holdings
549
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

KERR FINANCIAL PLANNING Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$6M8K6.3%
02
TSLA
TESLA INC
$5M11K5.1%
03
NVDA
NVIDIA CORP
$5M23K5.0%
04
AAPL
APPLE INC
$4M14K4.7%
05
AMD
ADVANCED MICRO DEVICES I
$3M5K3.4%
06
AMZN
AMAZON.COM INC
$3M12K3.2%
07
ARKK
ARK INNOVATION ETF
$3M35K3.1%
08
IVV
ISHARES CORE S&P 500 ETF
$2M3K2.7%
09
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
$2M35K2.2%
10
IYY
ISHARES DOW JONES U.S. ETF
$2M10K2.0%

Filing history

2026Q2Jun 30
$90M 36.8%
549 positionsView →
2026Q1Mar 31
$142M 91.8%
529 positionsView →
2025Q4Dec 31
$74M 4.2%
565 positionsView →
2025Q3Sep 30
$71M
565 positionsView →