KERR FINANCIAL PLANNING Corp

Est. AUM

$89.3M

13F long equity, this entity only

Positions

541

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	ETF	$5.6M	7613	6.28%	SOLE
2	TESLA INC	COM	$4.6M	10875	5.12%	SOLE
3	NVIDIA CORP	COM	$4.5M	22570	5.06%	SOLE
4	APPLE INC	COM	$4.2M	14494	4.70%	SOLE
5	ADVANCED MICRO DEVICES I	COM	$3.0M	5188	3.38%	SOLE
6	AMAZON.COM INC	COM	$2.8M	11944	3.19%	SOLE
7	ARK INNOVATION ETF	ETF	$2.8M	34529	3.13%	SOLE
8	ISHARES CORE S&P 500 ETF	ETF	$2.4M	3176	2.66%	SOLE
9	JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$2.0M	35263	2.23%	SOLE
10	ISHARES DOW JONES U.S. ETF	ETF	$1.8M	9769	2.00%	SOLE
11	FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	ETF	$1.7M	60910	1.89%	SOLE
12	VANECK SEMICONDUCTOR ETF	ETF	$1.6M	2364	1.74%	SOLE
13	MARVELL TECHNOLOGY INC	COM	$1.5M	5106	1.70%	SOLE
14	APPLIED MATLS INC	COM	$1.3M	1861	1.51%	SOLE
15	ISHARES RUSSELL TOP 200 GROWTH ETF	ETF	$1.3M	4571	1.49%	SOLE
16	PALANTIR TECHNOLOGIES INCLASS A	CLASS A	$1.3M	10744	1.40%	SOLE
17	ISHARES CORE UNIVERSAL USD BOND ETF	ETF	$1.2M	25052	1.30%	SOLE
18	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$956K	5818	1.07%	SOLE
19	ALPHABET INC CLASS A	CLASS A	$911K	2550	1.02%	SOLE
20	CORNING INC	COM	$906K	3548	1.01%	SOLE
21	MICRON TECHNOLOGY INC	COM	$892K	774	1.00%	SOLE
22	ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	SPONS ADS	$860K	2425	0.96%	SOLE
23	CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES	CLASS A	$849K	1114	0.95%	SOLE
24	MICROSOFT CORP	COM	$835K	2239	0.94%	SOLE
25	JPMORGAN CHASE & CO	COM	$810K	2476	0.91%	SOLE
26	RAMBUS INC DEL	COM	$777K	5850	0.87%	SOLE
27	UMB FINL CORP	COM	$746K	5224	0.84%	SOLE
28	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$707K	8716	0.79%	SOLE
29	VANGUARD S&P 500 ETF	ETF	$689K	1003	0.77%	SOLE
30	VERTIV HLDGS CO CLASS A	COM	$671K	2006	0.75%	SOLE
31	META PLATFORMS INC CLASS A	CLASS A	$664K	1180	0.74%	SOLE
32	ISHARES MSCI USA MIN VOLFACTOR ETF	ETF	$645K	6686	0.72%	SOLE
33	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$631K	6381	0.71%	SOLE
34	ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$593K	1729	0.66%	SOLE
35	ISHARES S&P 500 VALUE ETF	ETF	$567K	2499	0.64%	SOLE
36	SPACE EX TECH SPACEX CLASS A	CLASS A	$566K	3315	0.63%	SOLE
37	ALPHABET INC CLASS C	CLASS C	$564K	1596	0.63%	SOLE
38	COSTCO WHSL CORP NEW	COM	$541K	579	0.61%	SOLE
39	STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$529K	9954	0.59%	SOLE
40	EXXON MOBIL CORP	COM	$507K	3712	0.57%	SOLE
41	ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES	ETF	$491K	8420	0.55%	SOLE
42	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$485K	3907	0.54%	SOLE
43	DELL TECHNOLOGIES INC CLASS C	CLASS C	$465K	1078	0.52%	SOLE
44	STATE STREET SPDR S&P 500 ETF TRUST	ETF	$444K	595	0.50%	SOLE
45	INTEL CORP	COM	$437K	3127	0.49%	SOLE
46	AFLAC INC	COM	$431K	3681	0.48%	SOLE
47	ISHARES FUTURE AI & TECHETF	ETF	$423K	5557	0.47%	SOLE
48	AXCELIS TECHNOLOGIES INC	COM	$422K	2225	0.47%	SOLE
49	BERKSHIRE HATHAWAY CLASS B	CLASS B	$420K	840	0.47%	SOLE
50	VANGUARD VALUE INDEX FUND ETF SHARES	ETF	$417K	1914	0.47%	SOLE

1–50 of 541

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