Kearns & Associates LLC

Est. AUM

$185.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$55.7M	173616	29.96%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$54.2M	90698	29.16%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.8M	325021	11.20%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$10.2M	39066	5.50%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.2M	115386	3.36%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.1M	9340	3.27%	SOLE
7	APPLE INC	COM	$5.3M	20743	2.83%	SOLE
8	ROYALTY PHARMA PLC	SHS CLASS A	$2.8M	58240	1.50%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.2M	90280	1.20%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4267	1.00%	SOLE
11	MICROSOFT CORP	COM	$1.6M	4305	0.86%	SOLE
12	ALPHABET INC	CAP STK CL A	$1.4M	4800	0.74%	SOLE
13	ALPHABET INC	CAP STK CL C	$1.4M	4800	0.74%	SOLE
14	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.2M	25755	0.64%	SOLE
15	ISHARES TR	EXPND TEC SC ETF	$975K	8226	0.52%	SOLE
16	AMAZON COM INC	COM	$971K	4660	0.52%	SOLE
17	VISA INC	COM CL A	$967K	3200	0.52%	SOLE
18	BANK AMERICA CORP	COM	$951K	19500	0.51%	SOLE
19	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$862K	26148	0.46%	SOLE
20	AMERICAN EXPRESS CO	COM	$847K	2800	0.46%	SOLE
21	GOLDMAN SACHS GROUP INC	COM	$846K	1000	0.46%	SOLE
22	SCHWAB CHARLES CORP	COM	$846K	9000	0.46%	SOLE
23	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$832K	18235	0.45%	SOLE
24	OCCIDENTAL PETE CORP	COM	$739K	11368	0.40%	SOLE
25	ISHARES TR	CORE S&P SCP ETF	$722K	5808	0.39%	SOLE
26	JPMORGAN CHASE & CO	COM	$579K	1967	0.31%	SOLE
27	JOHNSON CONTROLS INTERNATION	SHS	$488K	3725	0.26%	SOLE
28	THERMO FISHER SCIENTIFIC INC	COM	$465K	946	0.25%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$462K	5212	0.25%	SOLE
30	WELLS FARGO & CO	COM	$418K	5250	0.22%	SOLE
31	CAPITAL ONE FINL CORP	COM	$396K	2170	0.21%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$395K	604	0.21%	SOLE
33	MARSH & MCLENNAN COS INC	COM	$372K	2145	0.20%	SOLE
34	EQUINIX INC	COM	$331K	338	0.18%	SOLE
35	SPDR GOLD TR	GOLD SHS	$295K	685	0.16%	SOLE
36	MORGAN STANLEY	COM NEW	$247K	1500	0.13%	SOLE
37	QUALCOMM INC	COM	$245K	1905	0.13%	SOLE
38	STRYKER CORPORATION	COM	$237K	720	0.13%	SOLE
39	BAKER HUGHES COMPANY	CL A	$229K	3750	0.12%	SOLE
40	ISHARES TR	RUSSELL 3000 ETF	$204K	549	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.