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Kerr Financial Planning - Q2 2026 13F Filings

KE

Kerr Financial Planning Corp

CIK: 0002095947
Address: California Fresno 7255 N First Street Suite 101
$89.63 M
Portfolio Value
542
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPCX Space Exploration Technologies
+$566,401
2. IWF Ishares Russell 1000 Growth Etf
+$363,043
3. RDVY First Trust Rising Dividend Achievers Etf
+$260,607.91
4. VYM Vanguard High Dividend Yield Index Etf
+$166,532
5. CRDO Credo Technology Group Holding
+$156,372

Top Sells

Q2 2026
1. BKNG Booking Holdings
−$534,888
2. TSLA Tesla
−$267,081
3. JQUA Jpmorgan Us Quality Factor Etf
−$231,296.03
4. MBB Ishares Mbs Etf
−$152,909.07
5. JEPI Jpmorgan Equity Premium Income Etf
−$139,222.27

Asset Allocation

Stocks/ETFs
+10.14%
$89.63 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$60 0.00%

Sector Allocation (Stocks)

Kerr Financial Planning Q2 2026 Filing Summary

Kerr Financial Planning Corp filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 89.63 M reflecting a +10.14% change from the prior quarter, spanning 542 assets. The top 10 holdings comprised 37.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 32 new positions and 10 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Kerr Financial Planning’s Q2 2026 Filing

Kerr Financial Planning submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Kerr Financial Planning reported a managed portfolio value of 89.63 M, consisting of 549 individual positions.

This page displays the raw filing documents. To see which stocks Kerr Financial Planning bought or sold during Q2 2026, please visit Kerr Financial Planning's Portfolio Analysis page.