Kerr Financial Planning
$88M 13F equity value
546 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kerr Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7,613 | $6M | 6.3% |
| TSLA | TESLA INC | 10,875 | $5M | 5.2% |
| NVDA | NVIDIA CORP | 22,570 | $5M | 5.1% |
| AAPL | APPLE INC | 14,494 | $4M | 4.7% |
| AMD | ADVANCED MICRO DEVICES I | 5,188 | $3M | 3.4% |
| AMZN | AMAZON.COM INC | 11,944 | $3M | 3.2% |
| ARKK | ARK INNOVATION ETF | 34,529 | $3M | 3.2% |
| IVV | ISHARES CORE S&P 500 ETF | 3,176 | $2M | 2.7% |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 35,263 | $2M | 2.3% |
| IYY | ISHARES DOW JONES U.S. ETF | 9,769 | $2M | 2.0% |
Track Kerr Financial Planning's 13F portfolio: $88M in reported holdings, 546 positions. Top holdings and quarterly changes on SentiSense.
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