KERR FINANCIAL PLANNING Corp Portfolio Holdings - 13F Filings | 13F Fund Database
KERR FINANCIAL PLANNING Corp 13F Holdings
CIK 0002095947 · FRESNO, CA
As of Sep 30, 2025, KERR FINANCIAL PLANNING Corp reported
565 positions worth $67.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| TESLA INC | TSLA | Consumer Cyclical | 11,273 | $4.8M | 7.10% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 7,043 | $4.3M | 6.40% |
| NVIDIA CORP | NVDA | Technology | 20,964 | $3.9M | 5.87% |
| APPLE INC | AAPL | Technology | 14,596 | $3.9M | 5.85% |
| AMAZON.COM INC | AMZN | Equity | 11,598 | $2.7M | 4.02% |
| ARK INNOVATION ETF | ARKK | — | 27,158 | $2.1M | 3.10% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,041 | $2.1M | 3.06% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 11,525 | $2.0M | 2.97% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 24,688 |
|
.4M
2.09% |
| ISHARES DOW JONES US ETF | IYY | — | 7,459 |
.2M | 1.82% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 4,840 |
.2M | 1.76% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 4,162 |
.1M | 1.71% |
| MICROSOFT CORP | MSFT | Technology | 2,216 |
.1M | 1.68% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 23,252 |
.1M | 1.61% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | — | 34,084 | $839.8K | 1.25% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 2,317 | $799.3K | 1.19% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 5,243 | $767.7K | 1.14% |
| RAMBUS INC | RMBS | Technology | 7,950 | $741.8K | 1.10% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,393 | $725.6K | 1.08% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,139 | $704.2K | 1.05% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 6,538 | $654.6K | 0.97% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 1,058 | $570.8K | 0.85% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 5,914 | $558.0K | 0.83% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 8,975 | $556.7K | 0.83% |
| ALPHABET INC | GOOGL | Equity | 1,832 | $529.0K | 0.79% |