KERR FINANCIAL PLANNING
KERR FINANCIAL PLANNING reported 545 stocks worth $89.6M in its 13F filing for Q2 2026, filed Jul 2, 2026. Its largest holdings are QQQ (6.3%), TSLA (5.1%) and NVDA (5.0%). Compared with Q1 2026, the fund opened new positions in SPCX and CRDO, added to NVDA, AMD and GRNY, trimmed QQQ, TSLA and AAPL and sold out of BRRR, FTI and PKST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $5.6M | 6.3% | 7,613 | −79 (−1%) | 3 of 4 | |
| 2 |  TSLA Tesla Inc | $4.6M | 5.1% | 11K | −635 (−6%) | 4 of 4 | |
| 3 |  NVDA Nvidia Corporation | $4.5M | 5.0% | 23K | +298 (+1%) | 4 of 4 | |
| 4 |  AAPL Apple Inc | $4.2M | 4.7% | 14K | −107 (−1%) | 4 of 4 | |
| 5 |  AMD Advanced Micro Devices Inc | $3M | 3.4% | 5,188 | +263 (+5%) | 4 of 4 | |
| 6 |  AMZN Amazon Com Inc | $2.8M | 3.2% | 12K | −183 (−2%) | 4 of 4 | |
| 7 |  ARKK ARK Innovation ETF | $2.8M | 3.1% | 35K | −253 (−1%) | 4 of 4 | |
| 8 |  IVV Ishares TR | $2.4M | 2.6% | 3,176 | −70 (−2%) | 4 of 4 | |
| 9 |  JEPI J P Morgan Exchange Traded F | $2M | 2.2% | 35K | −2,465 (−7%) | 4 of 4 | |
| 10 |  IYY Ishares Dow Jones U.s. ETF | $1.8M | 2.0% | 9,769 | −25 (−0%) | 4 of 4 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
 BRRR Coinshares Bitcoin ETF | $122K | 1,250 |
 FTI Technipfmc PLC | $26K | 353 |
 PKST Peakstone Realty Trust | $25K | 1,198 |
 SYM Symbotic Inc | $17K | 300 |
 SOXQ Invesco Phlx Semiconductor ETF | $16K | 199 |
🔒 Free account: see all 9.
Reported value
last 4 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 2, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →KERR FINANCIAL PLANNING 13F FAQ
What does KERR FINANCIAL PLANNING own?
KERR FINANCIAL PLANNING reported 545 stocks worth $89.6M in its 13F filing for Q2 2026, filed Jul 2, 2026. Its largest holdings are QQQ (6.3%), TSLA (5.1%) and NVDA (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did KERR FINANCIAL PLANNING buy and sell in Q2 2026?
Compared with Q1 2026: 31 new positions, 134 added to, 100 trimmed and 9 sold out. New positions include SPCX and CRDO. It sold all of BRRR, FTI and PKST.
When will KERR 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 KERR FINANCIAL PLANNING's portfolio worth?
The Q2 2026 filing reports $89.6M 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.