Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
David Kennon Inc (CIK 1954126) reported $302.6M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($77.8M, 25.70%), VTI ($35.5M, 11.73%), VXUS ($19.9M, 6.57%), QQQM ($18.4M, 6.09%), VUSB ($17.6M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $77.8M | 25.70% | 113,227 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $35.5M | 11.73% | 95,930 | Trimmed |
| 3 | VXUS | VANGUARD STAR FDS | $19.9M | 6.57% | 232,552 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $18.4M | 6.09% | 60,880 | New |
| 5 | VUSB | VANGUARD BD INDEX FDS | $17.6M | 5.83% | 354,232 | Trimmed |
| 6 | VB | VANGUARD INDEX FDS | $14.2M | 4.69% | 46,823 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $11.6M | 3.83% | 143,679 | Added |
| 8 | FIDI | FIDELITY COVINGTON TRUST | $9.3M | 3.08% | 340,918 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $8.1M | 2.68% | 84,031 | Trimmed |
| 10 | SPEM | SPDR INDEX SHS FDS | $7.9M | 2.61% | 152,251 | Trimmed |
| 11 | ONEQ | FIDELITY COMWLTH TR | $7.8M | 2.59% | 76,041 | Trimmed |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $7.0M | 2.32% | 120,630 | Added |
| 13 | VHT | VANGUARD WORLD FD | $5.9M | 1.96% | 19,829 | Trimmed |
| 14 | VPU | VANGUARD WORLD FD | $5.4M | 1.79% | 27,602 | Trimmed |
| 15 | MGC | VANGUARD WORLD FD | $4.4M | 1.46% | 16,168 | Trimmed |
| 16 | ULST | SSGA ACTIVE ETF TR | $4.3M | 1.42% | 106,107 | Trimmed |
| 17 | GCOR | GOLDMAN SACHS ETF TR | $3.9M | 1.28% | 94,106 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $3.5M | 1.17% | 18,579 | New |
| 19 | XLI | SELECT SECTOR SPDR TR | $3.5M | 1.15% | 18,779 | New |
| 20 | ICSH | ISHARES TR | $3.4M | 1.13% | 67,495 | Added |
| 21 | IGSB | ISHARES TR | $3.4M | 1.12% | 64,760 | Added |
| 22 | XLP | SELECT SECTOR SPDR TR | $3.3M | 1.08% | 39,182 | New |
| 23 | BND | VANGUARD BD INDEX FDS | $3.1M | 1.02% | 42,239 | Trimmed |
| 24 | XLE | SELECT SECTOR SPDR TR | $3.1M | 1.01% | 57,428 | New |
| 25 | BKLC | BNY MELLON ETF TRUST | $2.9M | 0.95% | 20,115 | Added |
Source: SEC Form 13F filings · as of 2026-06-30