Institutions / KERR FINANCIAL PLANNING Corp
KERR FINANCIAL PLANNING Corp
CIK 2095947 · Institution · as of Dec 31, 2025
Portfolio value
$73.97M
Positions
508
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 508 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $4.53M | 6.1% |
| Apple Inc. | $4.01M | 5.4% |
| NVIDIA Corp | $3.68M | 5.0% |
| Amazon.com Inc | $2.67M | 3.6% |
| IVV | $2.08M | 2.8% |
| Jepi | $2.02M | 2.7% |
| Arkk | $1.97M | 2.7% |
| VanEck Semiconductor ETF | $1.69M | 2.3% |
| Iyy | $1.57M | 2.1% |
| Palantir Technologies Inc | $1.50M | 2.0% |
| Grny | $1.36M | 1.8% |
| Voo | $1.26M | 1.7% |
| iShares MSCI UAE ETF | $1.20M | 1.6% |
| Iwy | $1.16M | 1.6% |
| Iusb | $1.07M | 1.4% |
| Advanced Micro Devices Inc | $943.2K | 1.3% |
| Microsoft Corp | $871.8K | 1.2% |
| Spy | $813.1K | 1.1% |
| Rambus Inc | $786.6K | 1.1% |
| Xle | $759.6K | 1.0% |
| Vtv | $758.6K | 1.0% |
| iShares MSCI UAE ETF | $742.3K | 1.0% |
| JPMorgan Chase & Co | $740.6K | 1.0% |
| Alphabet Inc. | $722.9K | 1.0% |
| Agg | $695.0K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.