KERR FINANCIAL PLANNING Corp
CIK: 0002095947Latest portfolio: $74.0M · Q4 2025
Holdings
508
Total Value
$74.0M
New Positions
43
Closed Positions
94
Top Holdings
View All 508 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TSLATSLA | 11,452 | $4.5M | 6.12% | +179 | |
| 2 | AAPLAAPL | 14,511 | $4.0M | 5.42% | -85 | |
| 3 | NVDANVDA | 21,298 | $3.7M | 4.98% | +334 | |
| 4 | AMZNAMZN | 12,024 | $2.7M | 3.61% | +426 | |
| 5 | IVVIVV | 3,050 | $2.1M | 2.81% | +9 | |
| 6 | JEPIJEPI | 34,675 | $2.0M | 2.73% | +10K | |
| 7 | ARKKARKK | 29,679 | $2.0M | 2.67% | +3K | |
| 8 | IYY*IYY | 9,491 | $1.6M | 2.12% | +2K | |
| 9 | PLTRPLTR | 11,525 | $1.5M | 2.03% | — | |
| 10 | GRNYGRNY | 56,315 | $1.4M | 1.83% | +22K | |
| 11 | IWYIWY | 4,428 | $1.2M | 1.56% | +266 | |
| 12 | IUSBIUSB | 23,002 | $1.1M | 1.45% | -250 | |
| 13 | AMDAMD | 4,937 | $943K | 1.27% | +97 | |
| 14 | SMHSMH | 2,323 | $886K | 1.20% | +6 | |
| 15 | MSFTMSFT | 2,189 | $871K | 1.18% | -27 | |
| 16 | SMHVANECK SEMICONDUCTOR ETF | 2,317 | $799K | 1.08% | — | |
| 17 | RMBS*RMBS | 7,950 | $786K | 1.06% | — | |
| 18 | ITOTITOT | 5,008 | $742K | 1.00% | -235 | |
| 19 | JPMJPM | 2,396 | $740K | 1.00% | +3 | |
| 20 | GOOGLGOOGL | 2,206 | $722K | 0.98% | +374 | |
| 21 | VOOVANGUARD S&P 500 ETF | 1,139 | $704K | 0.95% | — | |
| 22 | AGGAGG | 6,946 | $694K | 0.94% | +408 | |
| 23 | USMVUSMV | 6,774 | $644K | 0.87% | +860 | |
| 24 | METAMETA | 882 | $595K | 0.80% | +101 | |
| 25 | IVEIVE | 2,626 | $576K | 0.78% | +396 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.0123680149894384e+138T)
Industrials0.0% ($3.551841311008452e+60T)
Healthcare0.0% ($3.9136733419717412e+59T)
Unknown0.0% ($1.566786414273222e+58T)
Consumer Cyclical0.0% ($4.5282673291247706e+54T)
Energy0.0% ($5.212382011171075e+33T)
Communication Services0.0% ($722595518795046453248.0T)
Consumer Defensive0.0% ($500107544745413312.0T)
Basic Materials0.0% ($36282624181616144.0T)
Utilities0.0% ($37883694140271.6T)
Real Estate0.0% ($69353524231.7T)
Filing History
Fund Information
KERR FINANCIAL PLANNING Corp is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $74.0M across 508 holdings. The largest position is TSLA (TSLA), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 46 new positions and closed 100 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.