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David Kennon

Latest statistics and disclosures from David Kennon's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VTI, VXUS, QQQM, VUSB, and represent 56.87% of David Kennon's stock portfolio.
Added to shares of these 10 stocks: BKLC, QQQM, VXUS, VGSH, VUSB, SPEM, MGC, VNQ, XLP, ULST.
Reduced shares in these 10 stocks: VO, ONEQ, VTI, FIDI, VOO, PFFD, MSFT, BND, SPHD, VB.
David Kennon was a net buyer of stock by $1.5M.
David Kennon has $302M in assets under management (AUM), dropping by -0.10%.
Central Index Key (CIK): 0001954126

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Portfolio Holdings for David Kennon

David Kennon holds 45 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	26.2	$79M		113k	700.86	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	11.8	$36M		95k	374.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.6	$20M		234k	84.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.5	$20M	+5%	64k	304.64	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.8	$18M		356k	49.55	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	4.4	$13M		47k	284.49	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	3.4	$10M	-7%	133k	78.42	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	3.1	$9.3M	-2%	334k	27.80	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.6	$7.9M		153k	51.76	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.5	$7.6M	-5%	72k	105.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$7.6M		85k	89.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.3	$7.0M		122k	57.56	View chart
Vanguard World Health Car Etf (VHT)	2.1	$6.3M		20k	316.08	View chart
Vanguard World Utilities Etf (VPU)	1.6	$4.7M		28k	171.00	View chart
Vanguard World Mrngstr Cap Etf (MGC)	1.5	$4.6M		16k	282.31	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	1.4	$4.3M		107k	40.25	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	1.2	$3.7M		95k	39.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$3.7M		19k	195.75	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.2	$3.6M		58k	61.50	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.1	$3.4M		68k	50.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$3.3M		65k	51.23	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.1	$3.2M		40k	80.60	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.0	$3.2M		19k	166.98	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	1.0	$3.0M	+204%	61k	48.86	View chart
Apple (AAPL)	1.0	$3.0M		8.9k	333.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$2.9M		42k	70.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.9	$2.7M		55k	48.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.1M		8.5k	247.92	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.5	$1.4M		51k	27.49	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$1.1M		18k	63.13	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$1.0M		24k	41.18	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.2	$690k		7.4k	92.65	View chart
Amazon (AMZN)	0.2	$676k	-3%	2.7k	249.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$655k		856.00	765.45	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$573k	-12%	33k	17.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$551k		722.00	762.61	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$497k		14k	35.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$451k		11k	41.25	View chart
Microsoft Corporation (MSFT)	0.1	$369k	-14%	720.00	512.94	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$360k		10k	35.23	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$285k	+4%	5.7k	49.98	View chart
Eli Lilly & Co. (LLY)	0.1	$259k		224.00	1155.28	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$233k		4.3k	54.06	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.1	$218k		5.0k	44.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$216k	-8%	652.00	330.83	View chart

Past Filings by David Kennon

SEC 13F filings are viewable for David Kennon going back to 2022

David Kennon 2026 Q3 filed Oct. 13, 2026
David Kennon 2026 Q2 filed July 22, 2026
David Kennon 2026 Q1 filed April 29, 2026
David Kennon 2025 Q4 filed Jan. 26, 2026
David Kennon 2025 Q3 filed Nov. 10, 2025
David Kennon 2025 Q2 filed July 17, 2025
David Kennon 2025 Q1 filed April 23, 2025
David Kennon 2024 Q4 filed Jan. 23, 2025
David Kennon 2024 Q3 filed Oct. 22, 2024
David Kennon 2024 Q2 filed July 25, 2024
David Kennon 2024 Q1 filed May 6, 2024
David Kennon 2023 Q4 filed Jan. 23, 2024
David Kennon 2023 Q3 filed Nov. 7, 2023
David Kennon 2023 Q2 filed July 31, 2023
David Kennon 2023 Q1 filed May 10, 2023
David Kennon 2022 Q4 filed Feb. 14, 2023

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