KERR FINANCIAL PLANNING Corp Q3 2025 Filing

Filed November 25, 2025

Portfolio Value

$71.0B

Holdings

562

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (562 positions)

StockValue
BBREJPMORGAN BETABUILDERS MSCI US REIT E
$115.2M
JBNDJPMORGAN ACTIVE BOND ETF
$114.6M
BITOPROSHARES BITCOIN ETF
$114.4M
SPEMSPDR INDEX SHARES EMERG MARKT ETF
$113.0M
GTOINVSC TOTAL RETURN BOND ETF
$112.5M
UNHUNITEDHEALTH GROUP INC
$112.2M
ENBPENB FINL CORP
$110.0M
FDRRFIDELITY DIVIDEND RSNG RTS ETF
$109.6M
GBTCGRAYSCALE BITCOIN TRUST ETF
$109.6M
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF
$108.9M
QCLNFIRST TST NASDAQ CLEAN ED ID ETF
$108.8M
IAU*ISHARES GOLD ETF
$107.6M
CATCATERPILLAR INC
$107.6M
INTCINTEL CORP
$107.5M
VNQVANGUARD REAL ESTATE ETF
$107.2M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$105.6M
SHOPSHOPIFY INC FCLASS CLASS A
$103.8M
XETYXEATON VANCE TAX MGD DVF
$102.7M
CIBRFIRST TRUST NASDAQ CYBRSCRTY ETF
$100.7M
IWPISHARES RUSSELL MID CAP GROWTH ETF
$99.6M
CSCOCISCO SYS INC
$97.0M
SCHVSCHWAB US LARGE CAP VALUE ETF
$96.8M
SGOVISHARES HIGH YIELD SYS BND ETF
$94.9M
PEPPEPSICO INC
$94.3M
VDEVANGUARD ENERGY ETF
$90.2M
CSXCSX CORP
$87.5M
SCHWCHARLES SCHWAB CORP
$86.1M
SRLSCULLY RTY LTD F
$86.0M
IYHISHARES US HEALTHCARE ETF
$83.0M
IEMGISHARES CORE MSCI EMERGING ETF
$80.9M
NEENEXTERA ENERGY INC
$79.8M
LRCXLAM RESH CORP
$78.1M
COFCAPITAL ONE FINL CORP
$77.7M
IJRISHARES CORE S&P SMALL CAP ETF
$77.7M
TXNTEXAS INSTRS INC
$75.8M
QTUMDEFIANCE QUANTUM ETF
$74.8M
TAT&T INC
$74.7M
VUGVANGUARD GROWTH ETF
$74.1M
NFLXNETFLIX INC FORWARD SPLIT WITH STOCK SPLIT SHARES
$73.5M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$72.2M
OEFISHARES S&P 100 ETF
$68.5M
RYANRYAN SPECIALTY HOLDINGS CLASS A
$68.1M
ARCCARES CAP CORP EQUITY CLASS EQUITY
$67.9M
GWWGRAINGER W W INC
$66.8M
PANWPALO ALTO NETWORKS INC
$64.3M
LVLNST SRT SPDR S&P RGNL BNKNG ETF
$62.9M
XLFSELECT STR FINANCIAL SELECT SPDR ETF
$61.0M
VEUVANGUARD FTSE ALL WORLD EX US ETF
$60.7M
IATISHARES US REGIONAL BANKS ETF
$59.7M
VBVANGUARD SMALL CAP ETF
$59.5M
LOWLOWES COS INC
$57.5M
MCDMCDONALDS CORP
$56.8M
SMRNUSCALE PWR CORP CLASS A
$56.2M
GEVGE VERNOVA INC
$55.1M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$55.1M
PRUPRUDENTIAL FINL INC
$54.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$54.0M
CINFCINCINNATI FINL CORP
$52.9M
SBUXSTARBUCKS CORP
$52.5M
CMGCHIPOTLE MEXICAN GRILL I
$52.0M
PMTPENNYMAC MTG INVT TR REIT
$51.7M
TERTERADYNE INC
$51.1M
DGDOLLAR TREE INC
$50.8M
VPUVANGUARD UTILITIES ETF
$50.7M
VTIVANGUARD TOTAL STOCK MARKET ETF
$50.5M
PSXPHILLIPS 66
$50.4M
HTHIYISHARES US AEROSPACE DEFENSE ETF
$49.9M
OXYOCCIDENTAL PETE CORP
$49.4M
DJTTRUMP MEDIA & TECHNO
$49.3M
MOALTRIA GROUP INC
$47.8M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$47.7M
SPGIS&P GLOBAL INC
$46.7M
TMOTHERMO FISHER SCIENTIFIC
$45.6M
MNSTMONSTER BEVERAGE CORP NE
$44.8M
IPINTERNTNL PAPER CO
$44.6M
VBRVANGUARD SMALL CAP VALUEETF
$43.2M
BACBANK OF AMERICA CORP
$43.2M
HDHOME DEPOT INC
$42.7M
ABTABBOTT LABS
$42.6M
PCGPG&E CORP
$42.4M
TTTRANE TECHNOLOGIES PLC F
$42.3M
ETJEATON VANCE RISK MAN DIV
$42.2M
SCHRSCHWAB INTERMEDIATE TERMUS TRS ETF
$41.3M
PFEPFIZER INC
$41.0M
ISRGINTUITIVE SURGICAL INC
$40.9M
APHAMPHENOL CORP NEW CLASS A
$40.2M
LMTLOCKHEED MARTIN CORP
$40.1M
MPCMARATHON PETE CORP
$39.4M
IGMISHARES EXPANDED TECH SECTOR ETF
$38.5M
SIXGDEFIANCE CONNECTIVE TECNLG ETF
$38.4M
ARKTARK NEXT GENERATION INTERNET ETF
$37.8M
FANGDIAMONDBACK ENERGY INC
$37.7M
ARKQARK AUTONOMOUS TECH RBTCS ETF
$37.3M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$36.1M
TTARGET CORP EQUITY CLASS EQUITY
$36.0M
CLCOLGATE PALMOLIVE CO
$36.0M
DIAXNUVEEN DOW 30SM DYNAMIC
$35.8M
ANETARISTA NETWORKS INC
$35.5M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$35.5M
BMYBRISTOL MYERS SQUIBB CO
$35.3M
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