Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KERR FINANCIAL PLANNING Corp (CIK 2095947) reported $89.4M across 543 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($5.6M, 6.27%), TSLA ($4.6M, 5.12%), NVDA ($4.5M, 5.05%), AAPL ($4.2M, 4.69%), AMD ($3.0M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $5.6M | 6.27% | 7,613 | Trimmed |
| 2 | TSLA | TESLA INC | $4.6M | 5.12% | 10,875 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $4.5M | 5.05% | 22,570 | Added |
| 4 | AAPL | APPLE INC | $4.2M | 4.69% | 14,494 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES I | $3.0M | 3.37% | 5,188 | Added |
| 6 | AMZN | AMAZON.COM INC | $2.8M | 3.19% | 11,944 | Trimmed |
| 7 | ARKK | ARK INNOVATION ETF | $2.8M | 3.12% | 34,529 | Trimmed |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $2.4M | 2.66% | 3,176 | Trimmed |
| 9 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.0M | 2.23% | 35,263 | Trimmed |
| 10 | IYY | ISHARES DOW JONES U.S. ETF | $1.8M | 1.99% | 9,769 | Trimmed |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.7M | 1.88% | 60,910 | Added |
| 12 | SMH | VANECK SEMICONDUCTOR ETF | $1.6M | 1.73% | 2,364 | Added |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $1.5M | 1.70% | 5,106 | Added |
| 14 | AMAT | APPLIED MATLS INC | $1.3M | 1.51% | 1,861 | Hold |
| 15 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1.3M | 1.49% | 4,571 | Trimmed |
| 16 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | $1.3M | 1.40% | 10,744 | Trimmed |
| 17 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $1.2M | 1.29% | 25,052 | Trimmed |
| 18 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $955,601 | 1.07% | 5,818 | Trimmed |
| 19 | GOOGL | ALPHABET INC CLASS A | $911,247 | 1.02% | 2,550 | Trimmed |
| 20 | GLW | CORNING INC | $906,096 | 1.01% | 3,548 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $892,382 | 1.00% | 774 | Added |
| 22 | ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $859,833 | 0.96% | 2,425 | Hold |
| 23 | CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $849,426 | 0.95% | 1,114 | Hold |
| 24 | MSFT | MICROSOFT CORP | $834,888 | 0.93% | 2,239 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $810,204 | 0.91% | 2,476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30