KERR FINANCIAL PLANNING Corp Q3 2025 Filing
Filed November 25, 2025
Portfolio Value
$71.0M
Holdings
562
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (562 positions)
| Stock | Value |
|---|---|
TSLATESLA INC | $4.8M |
NDQINVSC QQQ TRUST SRS 1 ETF | $4.3M |
NVDANVIDIA CORP | $3.9M |
AAPLAPPLE INC | $3.9M |
AMZNAMAZON.COM INC | $2.7M |
ARKKARK INNOVATION ETF | $2.1M |
IVVISHARES CORE S&P 500 ETF | $2.1M |
PLTRPALANTIR TECHNOLOGIES INCLASS CLASS A | $2.0M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $1.4M |
IYY*ISHARES DOW JONES US ETF | $1.2M |
AMDADVANCED MICRO DEVIC | $1.2M |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $1.1M |
MSFTMICROSOFT CORP | $1.1M |
IUSBISHARES CORE UNIVERSAL USD BOND ETF | $1.1M |
GRNYFUNDSTRAT GRANNY SHT US LG CP ETF | $840K |
SMHVANECK SEMICONDUCTOR ETF | $799K |
ITOTISHARES TOTAL US STOCK MARKET ETF | $768K |
RMBS*RAMBUS INC DEL | $742K |
JPMJPMORGAN CHASE & CO | $726K |
VOOVANGUARD S&P 500 ETF | $704K |
AGGISHARES CORE US AGGREGATE BOND ETF | $655K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $571K |
USMVISHARES MSCI USA MIN VOLFCTR ETF | $558K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $557K |
GOOGLALPHABET INC CLASS A | $529K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $496K |
OUSAALPS O SHARES U S QLTY DIVID ETF | $496K |
METAMETA PLATFORMS INC CLASS A | $474K |
IVEISHARES S&P 500 VALUE ETF | $467K |
COSTCOSTCO WHSL CORP NEW | $466K |
GOOGALPHABET INC CLASS C | $454K |
AMATAPPLIED MATLS INC | $430K |
MRVLMARVELL TECHNOLOGY INC | $429K |
AFLAFLAC INC | $415K |
BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | $406K |
WFCWELLS FARGO & CO | $403K |
SPYSPDR S&P 500 ETF | $403K |
SRESEMPRA | $400K |
BBNPIMCO ACTIVE BOND ETF | $396K |
MTUMISHARES MSCI USA MOMNTUMFCT ETF | $393K |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $385K |
ARMARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $381K |
XOMEXXON MOBIL CORP | $377K |
VTVTVANGUARD VALUE ETF | $367K |
QUALISHARES MSCI USA QLTY FACT ETF | $357K |
ORCLORACLE CORP | $352K |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $346K |
AZOAUTOZONE INC | $345K |
VRTVERTIV HLDGS CO CLASS A | $343K |
CGDGCAPITAL GROUP DIVIDEND VALUE ETF | $323K |
AMGNAMGEN INC | $316K |
ARTYISHARES FUTURE AI AND TECH ETF | $310K |
GLWCORNING INC | $299K |
BLKCHFBLACKROCK INC NEW | $296K |
MGKVANGUARD MEGA CAP GROWTHETF | $294K |
COINCOINBASE GLOBAL INC CLASS A | $294K |
DDIVFT DORSEY WRIGHT MOMNT AND DIVID ETF | $271K |
SOUNSOUNDHOUND AI INC CLASS A | $258K |
SOXXISHARES SEMICONDUCTOR ETF | $253K |
AJGGALLAGHER ARTHUR J & CO | $249K |
—ISHARES MSCI INTL VALUE FACTOR ETF | $245K |
XLEENERGY SELECT SECTOR SPDR ETF | $242K |
DELLDELL TECHNOLOGIES INC CLASS C | $241K |
FDLFIRST TRUST MORNINGSTAR DIV LDRS ETF | $241K |
LULULULULEMON ATHLETICA INC | $240K |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $230K |
IBMIBM CORP | $225K |
ETENERGY TRANSFER L P LP | $218K |
VMBSVANGUARD MORTGAGE BACKEDSEC ETF | $217K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $215K |
ABBVABBVIE INC | $212K |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $209K |
COWGPACER US LRGE CAP CSH COWS ETF | $206K |
AIQGLOBAL X FUND GLB X ART INTL TGY ETF | $201K |
ACLSAXCELIS TECHNOLOGIES INC | $199K |
AQLTISHARES CORE MSCI EAFE ETF | $196K |
VVISA INC CLASS A | $193K |
TRVCCITIGROUP INC | $191K |
MUMICRON TECHNOLOGY INC | $183K |
GEGE AEROSPACE | $182K |
EFGISHARES MSCI EAFE GROWTHETF | $169K |
XLKTECHNOLOGY SELECT SECTORSPDR ETF | $167K |
IWDISHARES RUSSELL 1000 VALUE ETF | $161K |
QCOMQUALCOMM INC | $153K |
HYGVFLEXSHAR HG YLD VLU SCORBD INDX ETF | $151K |
CVXCHEVRON CORP NEW | $150K |
LLYELI LILLY AND CO | $147K |
RDVYFT RISING DIVIDEND ACHIEVERS ETF | $147K |
BNDVANGUARD TOTAL BOND MARKET ETF | $147K |
BPBP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $139K |
MAGAPOINT BRIDGE AMERICA FIRST ETF | $138K |
MRKMERCK & CO. INC. | $138K |
JNJJOHNSON & JOHNSON | $133K |
PDIPIMCO DYNAMIC INCOME CF | $129K |
FSLRFIRST SOLAR INC | $128K |
IVWISHARES S&P 500 GROWTH ETF | $127K |
VVVANGUARD LARGE CAP ETF | $123K |
AXPAMERICAN EXPRESS CO | $122K |
COWZPACER US CASH COWS 100 ETF | $121K |
OPENOPENDOOR TECHNOLOGIES IN | $116K |
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