Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kearns & Associates LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kearns & Associates LLC (CIK 1908695) reported $214.2M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($65.3M, 30.48%), VOO ($62.0M, 28.93%), VEA ($23.4M, 10.93%), VB ($11.9M, 5.57%), VWO ($7.5M, 3.48%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$65.3M30.48%176,416Added
2VOOVANGUARD INDEX FDS$62.0M28.93%90,226Trimmed
3VEAVANGUARD TAX-MANAGED FDS$23.4M10.93%328,694Added
4VBVANGUARD INDEX FDS$11.9M5.57%39,367Added
5VWOVANGUARD INTL EQUITY INDEX F$7.5M3.48%125,038Added
6SPYSTATE STR SPDR S&P 500 ETF T$6.7M3.15%9,029Trimmed
7AAPLAPPLE INC$6.0M2.80%20,743Hold
8RPRXROYALTY PHARMA PLC$3.3M1.52%58,240Hold
9SCHFSCHWAB STRATEGIC TR$2.6M1.21%93,781Added
10VUGVANGUARD INDEX FDS$2.2M1.03%25,611Added
11GOOGLALPHABET INC$1.7M0.80%4,800Hold
12GOOGALPHABET INC$1.7M0.79%4,800Hold
13FBNDFIDELITY MERRIMACK STR TR$1.6M0.76%35,785Added
14MSFTMICROSOFT CORP$1.6M0.75%4,305Hold
15IGMISHARES TR$1.3M0.63%8,226Hold
16PJULINNOVATOR ETFS TRUST$1.3M0.59%25,755Hold
17AMZNAMAZON COM INC$1.1M0.52%4,660Hold
18BACBANK OF AMER CORP$1.1M0.52%19,500Hold
19VVISA INC$1.1M0.51%3,200Hold
20GSGOLDMAN SACHS GROUP INC$1.0M0.47%1,000Hold
21SCHESCHWAB STRATEGIC TR$966,2890.45%26,649Added
22AXPAMERICAN EXPRESS CO$947,1000.44%2,800Hold
23IJRISHARES TR$861,3840.40%5,808Hold
24SCHWSCHWAB CHARLES CORP$830,4300.39%9,000Hold
25JPMJPMORGAN CHASE & CO$643,8580.30%1,967Hold

Source: SEC Form 13F filings · as of 2026-06-30