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 (2026-03-31)

Kearns & Associates LLC (CIK 1908695) reported $185.9M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($55.7M, 29.97%), VOO ($54.2M, 29.16%), VEA ($20.8M, 11.21%), VB ($10.2M, 5.50%), VWO ($6.2M, 3.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$55.7M29.97%173,616Trimmed
2VOOVANGUARD INDEX FDS$54.2M29.16%90,698Trimmed
3VEAVANGUARD TAX-MANAGED FDS$20.8M11.21%325,021Added
4VBVANGUARD INDEX FDS$10.2M5.50%39,066Added
5VWOVANGUARD INTL EQUITY INDEX F$6.2M3.36%115,386Added
6SPYSTATE STR SPDR S&P 500 ETF T$6.1M3.27%9,340Hold
7AAPLAPPLE INC$5.3M2.83%20,743Hold
8RPRXROYALTY PHARMA PLC$2.8M1.50%58,240Trimmed
9SCHFSCHWAB STRATEGIC TR$2.2M1.20%90,280Added
10VUGVANGUARD INDEX FDS$1.9M1.00%4,267Hold
11MSFTMICROSOFT CORP$1.6M0.86%4,305Hold
12GOOGLALPHABET INC$1.4M0.74%4,800Hold
13GOOGALPHABET INC$1.4M0.74%4,800Hold
14PJULINNOVATOR ETFS TRUST$1.2M0.64%25,755Hold
15AMZNAMAZON COM INC$970,5380.52%4,660Hold
16VVISA INC$967,1680.52%3,200Hold
17IGMISHARES TR$974,8630.52%8,226Hold
18BACBANK AMERICA CORP$950,6250.51%19,500Hold
19GSGOLDMAN SACHS GROUP INC$845,9900.46%1,000Hold
20SCHWSCHWAB CHARLES CORP$845,8200.46%9,000Hold
21SCHESCHWAB STRATEGIC TR$861,6070.46%26,148Added
22AXPAMERICAN EXPRESS CO$846,9440.46%2,800Hold
23FBNDFIDELITY MERRIMACK STR TR$831,8810.45%18,235Added
24OXYOCCIDENTAL PETE CORP$738,9200.40%11,368Trimmed
25IJRISHARES TR$721,9920.39%5,808Hold

Source: SEC Form 13F filings · as of 2026-03-31