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.
KERR FINANCIAL PLANNING Corp (CIK 2095947) reported $81.4M across 514 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($5.0M, 6.19%), NVDA ($4.7M, 5.76%), TSLA ($4.3M, 5.32%), AAPL ($3.9M, 4.84%), AMZN ($3.1M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $5.0M | 6.19% | 7,692 | New |
| 2 | NVDA | NVIDIA CORP | $4.7M | 5.76% | 22,272 | Added |
| 3 | TSLA | TESLA INC | $4.3M | 5.32% | 11,510 | Added |
| 4 | AAPL | APPLE INC | $3.9M | 4.84% | 14,601 | Added |
| 5 | AMZN | AMAZON.COM INC | $3.1M | 3.85% | 12,127 | Added |
| 6 | ARKK | ARK INNOVATION ETF | $2.6M | 3.22% | 34,782 | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $2.3M | 2.84% | 3,246 | Added |
| 8 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.2M | 2.65% | 37,728 | Added |
| 9 | IYY | ISHARES DOW JONES U.S. ETF | $1.7M | 2.08% | 9,794 | Added |
| 10 | AMD | ADVANCED MICRO DEVIC | $1.6M | 1.95% | 4,925 | Trimmed |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.6M | 1.91% | 59,186 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $1.5M | 1.87% | 10,745 | Trimmed |
| 13 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1.3M | 1.57% | 4,606 | Added |
| 14 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $1.2M | 1.45% | 25,552 | Added |
| 15 | SMH | VANECK SEMICONDUCTOR ETF | $1.1M | 1.41% | 2,349 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $956,798 | 1.18% | 2,237 | Added |
| 17 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $915,559 | 1.13% | 5,893 | Added |
| 18 | GOOGL | ALPHABET INC CLASS CLASS A | $901,317 | 1.11% | 2,584 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $778,963 | 0.96% | 2,492 | Added |
| 20 | META | META PLATFORMS INC CLASS CLASS A | $782,848 | 0.96% | 1,170 | Added |
| 21 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $737,175 | 0.91% | 7,422 | Added |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $729,736 | 0.90% | 4,804 | Trimmed |
| 23 | AMAT | APPLIED MATLS INC | $707,792 | 0.87% | 1,861 | Hold |
| 24 | RMBS | RAMBUS INC DEL | $661,113 | 0.81% | 6,050 | Trimmed |
| 25 | UMBF | UMB FINL CORP | $654,787 | 0.80% | 5,224 | Added |
Source: SEC Form 13F filings · as of 2026-03-31