David Kennon Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, David Kennon Inc held in its portfolio 38 assets valued at $281,348,431 (i.e. $281.35M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($70.09M), VANGUARD INDEX FDS ($34.31M), and FIDELITY COMWLTH TR ($21.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
David Kennon Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 111761 | 70088786 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 102338 | 34310845 | TOTAL STK MKT |
| FIDELITY COMWLTH TR | 230452 | 21063333 | NASDAQ COMPSIT |
| VANGUARD BD INDEX FDS | 392286 | 19551513 | VANGUARD ULTRA |
| VANGUARD STAR FDS | 210800 | 15902755 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 47353 | 12214636 | SMALL CP ETF |
| INVESCO EXCHANGE TRADED FD T | 206047 | 11773526 | DJ INDL AVG DV |
| VANGUARD INDEX FDS | 36965 | 10727904 | MID CAP ETF |
| FIDELITY COVINGTON TRUST | 364226 | 9437099 | INT HG DIV ETF |
| VANGUARD INDEX FDS | 82207 | 7274501 | REAL ESTATE ETF |
| SPDR INDEX SHS FDS | 154536 | 7233828 | PORTFOLIO EMG MK |
| VANGUARD WORLD FD | 38406 | 7106646 | UTILITIES ETF |
| VANGUARD WORLD FD | 22537 | 6487275 | HEALTH CAR ETF |
| VANGUARD WHITEHALL FDS | 66558 | 4487974 | EM MK GOV BD ETF |
| SSGA ACTIVE ETF TR | 105601 | 4277382 | STATE STREET ULT |
| GLOBAL X FDS | 219554 | 4151768 | US PFD ETF |
| ISHARES TR | 107443 | 4017840 | BROAD USD HIGH |
| GOLDMAN SACHS ETF TR | 93136 | 3867007 | ACCESS US AGRAT |
| ISHARES TR | 89488 | 3836349 | 0-5YR HI YL CP |
| VANGUARD BD INDEX FDS | 46009 | 3407872 | TOTAL BND MRKT |
| VANGUARD WORLD FD | 11947 | 3000834 | MEGA CAP INDEX |
| INVESCO EXCH TRADED FD TR II | 58344 | 2800489 | S&P500 HDL VOL |
| BNY MELLON ETF TRUST | 19192 | 2510314 | US LRG CP CORE |
| APPLE INC | 8954 | 2434309 | COM |
| ISHARES TR | 7984 | 1679355 | RUS 1000 VAL ETF |
| SPDR SERIES TRUST | 56305 | 1651988 | STATE STREET SPD |
| WISDOMTREE TR | 25614 | 1128297 | YIELD ENHANCD US |
| ISHARES TR | 1215 | 832343 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 1604 | 662088 | MEGA GRWTH IND |
| AMAZON COM INC | 2822 | 651374 | COM |
| SPDR S&P 500 ETF TR | 722 | 492065 | TR UNIT |
| RBB FD INC | 9813 | 491337 | US TRSRY 6 MNTH |
| MICROSOFT CORP | 845 | 408575 | COM |
| GLOBAL X FDS | 10230 | 370633 | RBTCS ARTFL INTE |
| ISHARES INC | 6226 | 285587 | JP MRG EM CRP BD |
| JPMORGAN CHASE & CO. | 831 | 267765 | COM |
| ELI LILLY & CO | 224 | 240192 | COM |
| VANGUARD SCOTTSDALE FDS | 2785 | 222047 | SHRT TRM CORP BD |
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