KERR FINANCIAL PLANNING Corp - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, KERR FINANCIAL PLANNING Corp held in its portfolio 500 assets valued at $73,969,644 (i.e. $73.97M).

The most valuable assets in the portfolio included: TSLA ($4.53M), AAPL ($4.01M), and NVDA ($3.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in KERR FINANCIAL PLANNING Corp Portfolio
TSLA
AAPL
NVDA
AMZN
IVV
JEPI
ARKK
IYY
PLTR
GRNY
KERR FINANCIAL PLANNING Corp - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
TSLA 11452 4528029 COM
AAPL 14511 4012133 COM
NVDA 21298 3680938 COM
AMZN 12024 2673583 COM
IVV 3050 2079587 ETF
JEPI 34675 2023961 ETF
ARKK 29679 1973208 ETF
IYY 9491 1566528 ETF
PLTR 11525 1498999 CLASS A
GRNY 56315 1355192 ETF
IWY 4428 1157363 ETF
IUSB 23002 1072238 ETF
AMD 4937 943214 COM
SMH 2323 886169 ETF
MSFT 2189 871784 COM
VANECK SEMICONDUCTOR ETF 2317 799262 ETF
RMBS 7950 786573 COM
ITOT 5008 742282 ETF
JPM 2396 740627 COM
GOOGL 2206 722895 CLASS A
VANGUARD S&P 500 ETF 1139 704170 ETF
AGG 6946 694965 ETF
USMV 6774 644878 ETF
META 882 595972 CLASS A
IVE 2626 576293 ETF
AMAT 1861 559471 COM
ISHARES MSCI USA MIN VOLFCTR ETF 5914 558040 ETF
VOO 889 554887 ETF
XOM 3568 521577 COM
GOOG 1579 518238 CLASS C
XLE 9902 517931 ETF
JQUA 8182 515711 ETF
COST 505 500861 COM
OUSA 8382 497942 ETF
WFC 4782 439729 COM
IWF 982 439340 ETF
AFL 3675 433059 COM
CRWD 1103 429810 CLASS A
MTUM 1754 428758 ETF
BOND 4537 423724 ETF
BRKB 821 414026 CLASS B
SPY 604 410225 ETF
FTCS 4174 410224 ETF
SPDR S&P 500 ETF 599 402858 ETF
RDVY 5501 394119 ETF
VTV 1932 391597 ETF
QUAL 1942 387781 ETF
SRE 4351 378126 COM
MRVL 5053 373182 COM
VANGUARD VALUE ETF 1962 367001 ETF
SCHG 11924 364111 ETF
VRT 2005 355106 COM
GLW 3136 351096 COM
AMGN 913 334780 COM
CGDV 7516 334161 ETF
JEPQ 5685 324188 ETF
ARM 2675 302248 SPONS ADS
BLK 282 298327 COM
AZO 81 291956 COM
IVLU 6673 273893 ETF
ARTY 5685 272539 ETF
ORCL 1964 271024 COM
MU 709 269969 COM
AVGO 823 257609 COM
TSM 777 255004 COM
ISHARES SEMICONDUCTOR ETF 877 252771 ETF
MGK 651 251538 ETF
QQQI 4809 250560 ETF
LULU 1441 247375 COM
ENERGY SELECT SECTOR SPDR ETF 2640 241631 ETF
ET 13034 238397 COM
SOXX 720 238135 ETF
AJG 955 232440 COM
C 1923 222491 COM
VMBS 4622 218068 ETF
VANGUARD MORTGAGE BACKEDSEC ETF 4622 217303 ETF
IBM 750 216756 COM
VANGUARD HIGH DIVIDEND YIELD ETF 1527 215457 ETF
JBND 3940 213253 ETF
VYM 1332 202786 ETF
COWG 5950 202606 ETF
CVX 1122 201661 COM
IEFA 2142 201059 ETF
ABBV 903 197252 COM
FDL 3936 195638 ETF
ACLS 2425 194861 COM
COIN 1263 189829 CLASS A
GE 602 184718 COM
MRK 1450 174355 COM
IWD 785 173605 ETF
EFG 1480 172968 ETF
TECHNOLOGY SELECT SECTORSPDR ETF 582 167017 ETF
AIQ 3350 162877 ETF
JNJ 670 159433 COM
SOUN 21000 155190 CLASS A
VDE 1050 154115 ETF
HYGV 3720 151478 ETF
MAGA 2743 150684 ETF
LLY 141 143887 COM
SRL 14964 134077 COM
INTC 2711 131578 COM
XLK 964 131181 ETF
CAT 193 131109 COM
DELL 1129 130148 CLASS C
IAU 1403 127827 ETF
IVW 1046 123973 ETF
VV 397 123892 ETF
BND 1665 123535 ETF
VANGUARD LARGE CAP ETF 397 123357 ETF
AXP 343 121946 COM
QCOM 888 121377 COM
VYMI 1250 120631 ETF
ENBP 5000 120250 COM
BCTK 5117 118078 ETF
COWZ 1865 117477 ETF
FSLR 500 117342 COM
SPEM 2390 116931 ETF
XLF 2171 115798 ETF
XCEM 2762 115466 ETF
FDRR 1846 114273 ETF
SPDR INDEX SHARES EMERG MARKT ETF 2390 112999 ETF
GTO 2368 112561 ETF
CSCO 1350 111862 COM
LRCX 516 110420 COM
BITO 12164 110154 ETF
DDIV 2567 109110 ETF
VANGUARD INTERNATNL HGH DIV YLD ETF 1250 108913 ETF
BP 2826 107990 SPONS ADS
TXN 480 107376 COM
PEP 641 107336 COM
VANGUARD REAL ESTATE ETF 1196 107195 ETF
SCHV 3359 105630 ETF
COLUMBIA EM CORE EX-CHINA ETF 2762 105577 ETF
V 318 105347 CLASS A
VNQ 1138 103694 ETF
CSX 2527 100843 COM
SCHWAB US LARGE CAP VALUE ETF 3341 96845 ETF
GBTC 1890 96494 ETF
IWP 731 96004 ETF
HYDB 2014 95417 ETF
PDI 4997 92286 COM
NVO 2109 91868 ADR
VANGUARD ENERGY ETF 700 90169 ETF
UNH 336 89987 COM
BBRE 925 89438 ETF
CIBR 1350 88385 ETF
IEMG 1195 86100 ETF
IJR 664 85456 ETF
VUG 183 84133 ETF
GWW 70 84030 COM
NEE 938 83667 COM
UBER 1100 82830 COM
TER 300 81913 COM
SHOP 720 80352 CLASS A
T 2924 79553 COM
QTUM 701 77591 ETF
VANGUARD GROWTH ETF 153 74076 ETF
IAT 1200 73776 ETF
KRE 998 71880 ETF
LOW 253 70214 COM
OPEN 14000 69287 CLASS A
GEV 94 69133 COM
SCHW 665 68126 COM
OEF 202 67875 ETF
COF 303 65780 COM
ARCC 3482 65636 COM
CMG 1675 64885 COM
QCLN 1364 64862 ETF
VEU 835 64775 ETF
VB 239 64384 ETF
SELECT STR FINANCIAL SELECT SPDR ETF 1169 60971 ETF
VANGUARD FTSE ALL WORLD EX US ETF 835 60734 ETF
MCD 185 60112 COM
SBUX 618 59688 COM
VANGUARD SMALL CAP ETF 239 59525 ETF
BTC 2021 58619 ETF
VEA 884 58401 ETF
RYAN 1199 56565 CLASS A
CINF 325 56070 COM
ITA 242 55146 ETF
ISHARES 0-3 MONTH TREASURY BOND ETF 548 55096 ETF
SGOV 548 55024 ETF
MO 837 54738 COM
VANGUARD FTSE DEVELOPED MARKETS ETF 884 54008 ETF
PSX 348 53480 COM
IP 1205 53141 COM
LMT 85 52508 COM
PRU 515 51456 COM
VTI 153 51171 ETF
SCHF 2000 50890 ETF
VANGUARD UTILITIES ETF 261 50682 ETF
VANGUARD TOTAL STOCK MARKET ETF 153 50498 ETF
NFLX 620 50285 COM
MNST 584 47946 COM
VBR 211 47863 ETF
CCI 597 47785 COM
DJT 4161 46999 COM
HD 118 45665 COM
DLTR 380 45579 COM
BAC 828 45465 COM
BMY 744 44728 COM
TGT 400 44504 COM
TT 102 44409 SHS
OXY 962 43825 COM
PFE 1625 43754 COM
VANGUARD SMALL CAP VALUEETF 211 43221 ETF
VPU 231 43198 ETF
PAVE 813 43019 ETF
FANG 254 42238 COM
WMT 328 41769 COM
PCG 2560 41541 COM
TMO 75 41489 COM
PANW 262 41464 COM
SCHWAB INTERMEDIATE TERMUS TRS ETF 1645 41323 ETF
SCHR 1645 41215 ETF
DIS 389 41049 COM
SMR 2675 40219 CLASS A
ARKQ 345 40032 ETF
SPGI 88 39811 COM
UBFO 3472 39169 COM
SIXG 601 39137 ETF
MPC 198 38639 COM
DEFIANCE CONNECTIVE TECNLG ETF 602 38427 ETF
VZ 799 37724 COM
NOC 52 36709 COM
IGM 300 36690 ETF
CTVA 501 36531 COM
VANGUARD INFORMATION TECHNOLOGY ETF 48 36113 ETF
ABT 326 35551 COM
ANET 275 35548 COM
NLY 1530 35378 COM
EPR 625 35294 COM
SMLF 454 35072 ETF
CB 105 34991 COM
DNN 10000 34800 COM
ISHARES 20 PLS YEAR TREASURY BND ETF 387 34544 ETF
ISHG 450 34250 ETF
LYV 250 34186 COM
VGT 48 34143 ETF
F 2448 33734 COM
COP 320 33726 COM
DE 59 33602 COM
CL 354 33507 COM
ISRG 70 33424 COM
IWR 336 33351 ETF
ISHS US SMALLA CAP EQTY FACT ETF 453 32842 ETF
XLV 211 32824 ETF
PKG 140 32411 COM
SELECT SECTOR HEALTH CARE SPDR ETF 211 32285 ETF
SNPS 77 31841 COM
URI 37 31470 COM
KO 399 31457 COM
TLT 360 31448 ETF
ETY 2117 31342 COM
SCHD 1000 31005 ETF
QYLD 1776 30819 ETF
WCN 179 30444 COM
VSS 200 30357 ETF
TJX 194 30239 COM
ARKW 250 29607 ETF
XAGG 568 28980 ETF
PAYX 292 28665 COM
VGRD FTSE ALL WRLD EX USSML CAP ETF 200 28255 ETF
MORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF 563 28220 ETF
LIN 61 28075 SHS
ABNB 231 28005 CLASS A
SDIV 1064 27335 ETF
DUK 221 27320 COM
MLM 40 26938 COM
RTX 136 26809 COM
MRSH 141 26666 COM
UMBF 203 26649 COM
MDLZ 440 26475 CLASS A
IWM 102 26169 ETF
ZTS 204 25862 CLASS A
VHT 90 25853 ETF
BLV 369 25710 ETF
WMB 380 25654 COM
VANGUARD HEALTH CARE ETF 90 25567 ETF
CARR 400 24999 COM
PKST 1198 24874 COM SHARES
XLY 210 24803 ETF
VALE 1500 24780 SPONS ADS
DIA 50 24750 ETF
GLOBAL X SUPERDIVIDEND ETF 1008 24562 ETF
STPZ 454 24493 ETF
SPDR FUND CONSUMER DISCRE SELECT ETF 105 24466 ETF
IEO 242 24397 ETF
PIMCO 1-5 YEAR US TIPS INDEX ETF 452 24321 ETF
IXC 500 24045 ETF
AVAV 101 23963 COM
EQIX 29 23896 COM
GLD 53 23560 ETF
EXPE 100 23108 COM
IDXX 35 22639 COM
GD 63 22587 COM
BKNG 5 22487 COM
ADI 68 22109 COM
MDYG 228 21982 ETF
LEN 189 21900 CLASS A
UHS 100 21642 CLASS B
UNP 85 21395 COM
ITB 196 21264 ETF
UNM 278 21169 COM
SCHA 699 20954 ETF
GPIX 400 20780 ETF
FTI 368 20717 COM
AZN 110 20664 SPONS ADS
CMF 355 20615 ETF
MSCI 36 20610 COM
NDAQ 236 20252 COM
CLOU 1055 20115 ETF
SDHY 1204 20035 ETF
ISHARES US TECH BRKTHRGHMLTSCTR ETF 327 19992 ETF
ADBE 73 19782 COM
ODFL 97 19690 COM
A 150 19598 COM
EFV 256 19562 ETF
TLH 190 19333 ETF
AME 84 19297 COM
ACN 82 19273 CLASS A
FCX 320 18993 CLASS B
BIIB 100 18511 COM
MCO 40 18505 COM
TSCO 336 18365 COM
SCZ 220 17996 ETF
BURL 59 17922 COM
PMT 1451 17809 COM
ISHARES 10-20 YEAR TSURYBOND ETF 172 17722 ETF
FDX 48 17632 COM
FICO 13 17623 COM
GS 19 17226 COM
METC 1000 17180 CLASS A
ECG 192 17086 COM
ECL 58 16940 COM
RBA 147 16893 COM
DUOL 145 16846 CLASS A
ISHARES MSCI EAFE SMALL CAP ETF 220 16747 ETF
KEYS 75 16677 COM
VXUS 209 16619 ETF
WEC 146 16520 COM
IYH 252 16348 ETF
SPOT 40 16314 SHS
MAR 50 16215 CLASS A
ETH 885 16107 COM
FTC 100 15813 ETF
MDU 768 15694 COM
MCHP 199 15693 COM
VANGUARD TOTAL INTERNATIONAL STK ETF 210 15675 ETF
CRWV 200 15332 CLASS A
ELV 45 15284 COM
AES 975 15208 COM
GILD 100 14961 COM
KNSL 36 14909 COM
TMC 2500 14785 COM
KNF 192 14625 COM
LPLA 39 14509 COM
SBAC 80 14467 CLASS A
CME 48 14415 COM
CHRW 73 14411 COM
PGZ 1391 14257 SHS
BKR 245 14206 CLASS A
POOL 54 14179 COM
AGNC 1245 14159 COM
JCI 107 14118 SHS
FTHI 600 14079 ETF
KMX 300 13768 COM
SUN 235 13645 COM
BIV 175 13624 ETF
MCK 14 13611 COM
LHX 39 13605 COM
ICE 80 13448 COM
Q 143 13428 COM
TMFC 190 13091 ETF
DD 286 13082 COM
ETHA 900 13081 ETF
TECB 227 12973 ETF
QQA 250 12900 ETF
BA 54 12883 COM
TYL 37 12744 COM
FE 270 12700 COM
PG 78 12485 COM
FVD 254 12415 ETF
D 195 12228 COM
HYBB 258 12170 ETF
TRV 40 12027 COM
EFXT 700 11935 COM
SOXQ 199 11920 ETF
FOX 201 11848 CLASS B
HLT 38 11749 COM
NRG 81 11728 COM
HAS 120 11454 COM
PNC 47 11323 COM
MP 200 11320 CLASS A
NXE 1000 10995 COM
INVESCO PHLX SEMICONDUCTOR ETF 200 10730 ETF
MBB 112 10703 ETF
SCHX 398 10653 ETF
ARR 600 10623 COM
SCHWAB US LARGE CAP ETF 398 10552 ETF
KHC 430 10516 COM
PFG 109 10505 COM
MGA 200 10491 COM
COHR 50 10247 COM
MDT 98 10179 SHS
DGX 52 10170 COM
TRU 145 10152 COM
EFA 100 10059 ETF
AKRE 175 10021 ETF
HXL 120 9939 COM
SPYV 165 9705 ETF
U 400 9238 COM
ALB 58 9213 COM
DGRO 125 9168 ETF
BSV 113 8983 ETF
FBIN 142 8564 COM
IWO 26 8527 ETF
AM 452 8505 COM
NKE 135 8489 CLASS B
YUM 51 8345 COM
TMUS 41 8328 COM
TTWO 42 8130 COM
ST STRT SPDR PRTFL S&P 500 VL ETF IV 144 8100 ETF
HOOD 109 8022 CLASS A
APO 63 7984 CLASS A
PYPL 200 7944 COM
PHM 58 7830 COM
XPRO 500 7813 COM
REGN 10 7779 COM
PEGA 200 7710 COM
IWN 39 7606 ETF
IWS 51 7578 ETF
IQV 41 7401 COM
GOVT 318 7341 ETF
CVS 95 7288 COM
SHEL 96 7239 SPONS ADS
GLPI 156 7096 COM
BJ 72 7089 COM
PODD 29 7073 COM
MET 92 6988 COM
GEHC 84 6980 COM
CFG 104 6950 COM
ORLY 75 6939 COM
SNY 141 6723 SPONS ADS
PTC 43 6699 COM
NXPI 30 6637 COM
IR 68 6554 COM
OGIG 150 6510 ETF
DXYZ 210 6454 COM
NOW 61 6351 COM
EMB 63 6075 ETF
VEEV 33 6062 CLASS A
EXC 136 5987 COM
NIO 1214 5828 SPONS ADS
WM 25 5738 COM
KOMP 93 5642 ETF
ARKX 175 5275 ETF
UPST 150 5200 COM
CEG 21 5197 COM
CRM 27 5133 COM
IREN 116 4798 COM
ZBH 54 4775 COM
ABR 599 4630 COM
SCHH 213 4627 ETF
SERV 500 4613 COM
ESTC 78 4516 ORD SHS
VLO 22 4406 COM
MORN 24 4207 COM
E 100 4133 ADR
WST 17 3966 COM
CIFR 301 3905 COM
SPHD 76 3903 ETF
T ROWE PRICE CPTL APRCTNEQT ETF 100 3844 ETF
SCHP 141 3779 ETF
SCHWAB US TIPS ETF 140 3765 ETF
TCAF 100 3724 ETF
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 75 3624 ETF
DXCM 50 3509 COM
PACER DATA AND DIGITAL RVLTN ETF 50 3378 ETF
ARKG 120 3331 ETF
HUM 17 3292 COM
DRIV 101 3199 ETF
DX 228 3195 COM
CCL 100 3143 COM
LIT 45 3102 ETF
TRFK 50 3059 ETF
POAHY 700 2912 COM
PTY 214 2785 COM
FLOT 52 2689 ETF
MBGYY 150 2610 COM
NCLH 100 2156 SHS
NOK 300 2060 ADR
JIG 27 2058 ETF
SPYI 38 1998 ETF
BKKT 193 1957 CLASS A
SONY 90 1919 SPONS ADS
BLSH 75 1889 ORD SHS
MBC 135 1774 COM
CEPT 150 1724 CLASS A
STZ 10 1651 CLASS A