account_balance
Investment manager · 13F filer · SEC CIK 2095947
KERR Financial Planning Corp
Reported value$89.6Mas of Jun 30, 2026
Positions545 32 new, 9 sold out
Top 10 weight37.6%QQQ alone is 6%
FiledJul 22 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
6.3%
TSLATesla Inc
5.1%Trimmed −6%
NVDANvidia Corp
5.0%
AAPLApple Inc
4.7%
AMDAdvanced Micro Devices I
3.4%Added +5%
AMZNAmazon.com Inc
3.2%
ARKKArk Innovation ETF
3.1%
IVViShares Core S&P 500 ETF
2.7%Trimmed −2%
JEPIJPMorgan Equity Premium Income ETF
2.2%Trimmed −7%
IYYiShares Dow Jones U.s. ETF
2.0%
GRNYFundstrat Granny Shots US Large Cap ETF
1.9%Added +3%
SMHVaneck Semiconductor ETF
1.7%
QQQInvesco QQQ Tr
6.3%
TSLATesla Inc
5.1%Trimmed −6%
NVDA5.0%AAPL4.7%AMD3.4%AMZN3.2%ARKK3.1%
IVV2.7%
JEPI2.2%
IYY2.0%
GRNY1.9%
SMH1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 6.3% Held
TSLA Tesla Inc 5.1% Trimmed −6%NVDA Nvidia Corp 5.0% HeldAAPL Apple Inc 4.7% HeldAMD Advanced Micro Devices I 3.4% Added +5%AMZN Amazon.com Inc 3.2% HeldARKK Ark Innovation ETF 3.1% Held
IVV iShares Core S&P 500 ETF 2.7% Trimmed −2%
JEPI JPMorgan Equity Premium Income ETF 2.2% Trimmed −7%
IYY iShares Dow Jones U.s. ETF 2.0% Held
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9% Added +3%
SMH Vaneck Semiconductor ETF 1.7% Held
What changed
Biggest moves since Mar 31, 2026
arrow_upwardAdded
- VYM +412%
- IWF +297%
- RDVY +58%
- AVGO +34%
arrow_downwardTrimmed
- JQUA −39%
- Pimco Active Bond Exchange-traded Fund −24%
- AGG −14%
- SOXX −11%