Kearns & Associates LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Kearns & Associates LLC held in its portfolio 40 assets valued at $193,572,730 (i.e. $193.57M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($58.60M), VANGUARD INDEX FDS ($57.03M), and VANGUARD TAX-MANAGED FDS ($19.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kearns & Associates LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 174771 | 58595553 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 90937 | 57029594 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 318398 | 19890368 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 39028 | 10067448 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 9340 | 6369133 | TR UNIT |
| VANGUARD INTL EQUITY INDEX F | 112346 | 6039722 | FTSE EMR MKT ETF |
| APPLE INC | 20743 | 5639192 | COM |
| ROYALTY PHARMA PLC | 70740 | 2733394 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 88010 | 2115784 | INTL EQTY ETF |
| MICROSOFT CORP | 4305 | 2081984 | COM |
| VANGUARD INDEX FDS | 4267 | 2081867 | GROWTH ETF |
| ALPHABET INC | 4800 | 1506240 | CAP STK CL C |
| ALPHABET INC | 4800 | 1502400 | CAP STK CL A |
| INNOVATOR ETFS TRUST | 25755 | 1195805 | US EQTY PWR BUF |
| VISA INC | 3200 | 1122272 | COM CL A |
| AMAZON COM INC | 4660 | 1075621 | COM |
| BANK AMERICA CORP | 19500 | 1072500 | COM |
| ISHARES TR | 8226 | 1062470 | EXPND TEC SC ETF |
| AMERICAN EXPRESS CO | 2800 | 1035860 | COM |
| SCHWAB CHARLES CORP | 9000 | 899190 | COM |
| GOLDMAN SACHS GROUP INC | 1000 | 879000 | COM |
| SCHWAB STRATEGIC TR | 25848 | 846552 | EMRG MKTEQ ETF |
| FIDELITY MERRIMACK STR TR | 18035 | 830331 | TOTAL BD ETF |
| HERBALIFE LTD | 56900 | 733441 | COM SHS |
| ISHARES TR | 5808 | 698005 | CORE S&P SCP ETF |
| WELLS FARGO CO NEW | 7000 | 652400 | COM |
| JPMORGAN CHASE & CO. | 1967 | 633807 | COM |
| THERMO FISHER SCIENTIFIC INC | 946 | 548160 | COM |
| JOHNSON CTLS INTL PLC | 4500 | 538875 | SHS |
| MARSH & MCLENNAN COS INC | 2860 | 530587 | COM |
| CAPITAL ONE FINL CORP | 2170 | 525921 | COM |
| OCCIDENTAL PETE CORP | 11518 | 473620 | COM |
| VANGUARD INDEX FDS | 5203 | 460497 | REAL ESTATE ETF |
| ISHARES TR | 604 | 414329 | CORE S&P500 ETF |
| QUALCOMM INC | 1905 | 325850 | COM |
| STRYKER CORPORATION | 910 | 319838 | COM |
| EQUINIX INC | 385 | 294972 | COM |
| SPDR GOLD TR | 685 | 271472 | GOLD SHS |
| MORGAN STANLEY | 1500 | 266295 | COM NEW |
| ISHARES TR | 549 | 212381 | RUSSELL 3000 ETF |
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