§ 13F · FUND PROFILE
KERR FINANCIAL PLANNING Corp.
AUM · $90M (13F)Positions · 549Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 8K | $6M | 6.3% | −1% |
| 2 | TSLA | TESLA INC | 11K | $5M | 5.1% | −6% |
| 3 | NVDA | NVIDIA CORP | 23K | $5M | 5.0% | +1% |
| 4 | AAPL | APPLE INC | 14K | $4M | 4.7% | −1% |
| 5 | AMD | ADVANCED MICRO DEVICES I | 5K | $3M | 3.4% | +5% |
| 6 | AMZN | AMAZON.COM INC | 12K | $3M | 3.2% | −2% |
| 7 | ARKK | ARK INNOVATION ETF | 35K | $3M | 3.1% | −1% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | 3K | $2M | 2.7% | −2% |
| 9 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 35K | $2M | 2.2% | −7% |
| 10 | IYY | ISHARES DOW JONES U.S. ETF | 10K | $2M | 2.0% | ±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 $90 million in assets. The fund runs a broad portfolio of 549 positions.
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