§ 13F · FUND PROFILE
KERR FINANCIAL PLANNING Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $71M (13F)Positions · 565Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 8K | $5M | 6.2% | NEW |
| 2 | NVDA | NVIDIA CORP | 22K | $5M | 5.8% | +5% |
| 3 | TSLA | TESLA INC | 12K | $4M | 5.3% | +1% |
| 4 | AAPL | APPLE INC | 15K | $4M | 4.8% | +1% |
| 5 | AMZN | AMAZON.COM INC | 12K | $3M | 3.9% | +1% |
| 6 | ARKK | ARK INNOVATION ETF | 35K | $3M | 3.2% | +17% |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 3K | $2M | 2.8% | +6% |
| 8 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 38K | $2M | 2.6% | +9% |
| 9 | IYY | ISHARES DOW JONES U.S. ETF | 10K | $2M | 2.1% | +3% |
| 10 | AMD | ADVANCED MICRO DEVIC | 5K | $2M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KERR SIGNAL
AC read
KERR FINANCIAL PLANNING Corp is a Other fund managing $71 million in assets. The fund runs a broad portfolio of 565 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed