KERR FINANCIAL PLANNING Corp: 13F holdings
CIK 20959472026Q2
| Positions | 545 |
|---|
| Reported value | $89.4m |
|---|
| Filed | 2026-07-02 |
|---|
Change since last quarter
| Positions | 545 (+22 vs prior quarter) |
|---|
| Reported value | $89.4m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 7,613 | $5.6m | 6.3% |
| TSLA TESLA INC | 10,875 | $4.6m | 5.1% |
| NVDA NVIDIA CORP | 22,570 | $4.5m | 5.1% |
| AAPL APPLE INC | 14,494 | $4.2m | 4.7% |
| AMD ADVANCED MICRO DEVICES I | 5,188 | $3.0m | 3.4% |
| AMZN AMAZON.COM INC | 11,944 | $2.8m | 3.2% |
| ARKK ARK INNOVATION ETF | 34,529 | $2.8m | 3.1% |
| IVV ISHARES CORE S&P 500 ETF | 3,176 | $2.4m | 2.7% |
| JEPI JPMORGAN EQUITY PREMIUM INCOME ETF | 35,263 | $2.0m | 2.2% |
| CINF ISHARES DOW JONES U.S. ETF | 9,769 | $1.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095947")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples