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KERR FINANCIAL PLANNING Corp

Q2 2026 13F filing

Updated 73 days ago

549 disclosed positions worth $89.6M

Portfolio value
$89.6M
Total holdings
549
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-07-02

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Value
$5.6M
Shares
7.6K
% Port
6.25%
T

TESLA INC

Value
$4.6M
Shares
10.9K
% Port
5.10%
N

NVIDIA CORP

Value
$4.5M
Shares
22.6K
% Port
5.04%
A

APPLE INC

Value
$4.2M
Shares
14.5K
% Port
4.68%
A
5.AMD

ADVANCED MICRO DEVICES I

Value
$3M
Shares
5.2K
% Port
3.36%
A

AMAZON.COM INC

Value
$2.8M
Shares
11.9K
% Port
3.18%
A
7.ASH

ARK INNOVATION ETF

Value
$2.8M
Shares
34.5K
% Port
3.11%
E

ISHARES CORE S&P 500 ETF

Value
$2.4M
Shares
3.2K
% Port
2.65%
J

JPMORGAN EQUITY PREMIUM INCOME ETF

Value
$2M
Shares
35.3K
% Port
2.22%
E
10.ETHA

ISHARES DOW JONES U.S. ETF

Value
$1.8M
Shares
9.8K
% Port
1.99%
?
11.N/A

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

Value
$1.7M
Shares
60.9K
% Port
1.88%
H
12.HODL

VANECK SEMICONDUCTOR ETF

Value
$1.6M
Shares
2.4K
% Port
1.73%
M
13.MRVL

MARVELL TECHNOLOGY INC

Value
$1.5M
Shares
5.1K
% Port
1.70%
A
14.AMAT

APPLIED MATLS INC

Value
$1.3M
Shares
1.9K
% Port
1.50%
E
15.ETHA

ISHARES RUSSELL TOP 200 GROWTH ETF

Value
$1.3M
Shares
4.6K
% Port
1.48%
P
16.PLTR

PALANTIR TECHNOLOGIES INCLASS A

Value
$1.3M
Shares
10.7K
% Port
1.40%
E
17.ETHA

ISHARES CORE UNIVERSAL USD BOND ETF

Value
$1.2M
Shares
25.1K
% Port
1.29%
E
18.ETHA

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

Value
$956K
Shares
5.8K
% Port
1.07%
G

ALPHABET INC CLASS A

Value
$911K
Shares
2.5K
% Port
1.02%
G
20.GLW

CORNING INC

Value
$906K
Shares
3.5K
% Port
1.01%
M
21.MU

MICRON TECHNOLOGY INC

Value
$892K
Shares
774
% Port
1.00%
A
22.ARM

ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

Value
$860K
Shares
2.4K
% Port
0.96%
C
23.CRWD

CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES

Value
$849K
Shares
1.1K
% Port
0.95%
M
24.MSFT

MICROSOFT CORP

Value
$835K
Shares
2.2K
% Port
0.93%
J

JPMORGAN CHASE & CO

Value
$810K
Shares
2.5K
% Port
0.90%
R
26.RMBS

RAMBUS INC DEL

Value
$777K
Shares
5.8K
% Port
0.87%
U

UMB FINL CORP

Value
$746K
Shares
5.2K
% Port
0.83%
F
28.FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

Value
$707K
Shares
8.7K
% Port
0.79%
V
29.VGES

VANGUARD S&P 500 ETF

Value
$689K
Shares
1.0K
% Port
0.77%
V
30.VRT

VERTIV HLDGS CO CLASS A

Value
$671K
Shares
2.0K
% Port
0.75%
M
31.META

META PLATFORMS INC CLASS A

Value
$664K
Shares
1.2K
% Port
0.74%
E
32.ETHA

ISHARES MSCI USA MIN VOLFACTOR ETF

Value
$645K
Shares
6.7K
% Port
0.72%
E
33.ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

Value
$631K
Shares
6.4K
% Port
0.70%
E
34.ETHA

ISHARES MSCI USA MOMENTUM FACTOR ETF

Value
$593K
Shares
1.7K
% Port
0.66%
E
35.ETHA

ISHARES S&P 500 VALUE ETF

Value
$567K
Shares
2.5K
% Port
0.63%
S
36.SPCX

SPACE EX TECH SPACEX CLASS A

Value
$566K
Shares
3.3K
% Port
0.63%
G

ALPHABET INC CLASS C

Value
$564K
Shares
1.6K
% Port
0.63%
C
38.COST

COSTCO WHSL CORP NEW

Value
$541K
Shares
579
% Port
0.60%
S

STATE STREET ENERGY SELECT SECTOR SPDR ETF

Value
$529K
Shares
10.0K
% Port
0.59%
X
40.XOM

EXXON MOBIL CORP

Value
$507K
Shares
3.7K
% Port
0.57%
?
41.N/A

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES

Value
$491K
Shares
8.4K
% Port
0.55%
E
42.ETHA

ISHARES RUSSELL 1000 GROWTH ETF

Value
$485K
Shares
3.9K
% Port
0.54%
D
43.DELL

DELL TECHNOLOGIES INC CLASS C

Value
$465K
Shares
1.1K
% Port
0.52%
S
44.SPY

STATE STREET SPDR S&P 500 ETF TRUST

Value
$444K
Shares
595
% Port
0.50%
I
45.INTC

INTEL CORP

Value
$437K
Shares
3.1K
% Port
0.49%
A
46.AFL

AFLAC INC

Value
$431K
Shares
3.7K
% Port
0.48%
E
47.ETHA

ISHARES FUTURE AI & TECHETF

Value
$423K
Shares
5.6K
% Port
0.47%
A
48.ACLS

AXCELIS TECHNOLOGIES INC

Value
$422K
Shares
2.2K
% Port
0.47%
B

BERKSHIRE HATHAWAY CLASS B

Value
$420K
Shares
840
% Port
0.47%
?
50.N/A

VANGUARD VALUE INDEX FUND ETF SHARES

Value
$417K
Shares
1.9K
% Port
0.47%