Keener Financial Planning
Keener Financial Planning reported 61 stocks worth $280K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are SPTM (37.1%), VEA (21.0%) and IJR (9.3%). Compared with Q1 2026, the fund opened new positions in VBR, MRVL and EMXC, added to SPTM, VEA and IJR, trimmed SPDW, SPYV and MSFT and sold out of SCHP and DDM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPTM Spdr Series Trust | $104K | 37.1% | 1.1M | +57K (+5%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $59K | 21.0% | 824K | +22K (+3%) | 8 of 8 | |
| 3 |  IJR Ishares TR | $26K | 9.3% | 175K | +3,919 (+2%) | 8 of 8 | |
| 4 |  AVLV American Centy ETF TR | $22K | 8.0% | 245K | +14K (+6%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $16K | 5.7% | 268K | +9,737 (+4%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $8K | 2.7% | 20K | +2,229 (+12%) | 8 of 8 | |
| 7 |  SPDW Spdr Developed | $5K | 1.8% | 97K | −3,155 (−3%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $3K | 1.2% | 11K | +591 (+6%) | 8 of 8 | |
| 9 |  SPYV State Street | $3K | 1.2% | 53K | −6,725 (−11%) | 8 of 8 | |
| 10 | DIMENSIONAL ETF TRUST | $3K | 1.1% | 73K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Keener Financial Planning 13F FAQ
What does Keener Financial Planning own?
Keener Financial Planning reported 61 stocks worth $280K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are SPTM (37.1%), VEA (21.0%) and IJR (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Keener Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 29 added to, 11 trimmed and 2 sold out. New positions include VBR, MRVL and EMXC. It sold all of SCHP and DDM.
When will Keener Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Keener Financial Planning's portfolio worth?
The Q2 2026 filing reports $280K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.