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KERR FINANCIAL PLANNING Corp

Latest statistics and disclosures from KERR FINANCIAL PLANNING Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, NVDA, TSLA, AAPL, AMZN, and represent 25.97% of KERR FINANCIAL PLANNING Corp's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$5.0M), UMBF, ARKK, COWZ, MGK, NVDA, META, JEPI, IVV, ITOT.
Started 37 new stock positions in XTIA, Homology Medicines, VCIT, XLB, CPNG, CDE, JAAA, REVS, BN, Blockquarry Corp.
Reduced shares in these 10 stocks: SMH, VOO, USMV, SOXX, SPY, Vanguard Value Etf, VMBS, MAGA, VYM, RMBS.
Sold out of its positions in AMC, A, BIIB, CAPS, COHR, STZ, ETY, SPLV, IRDM, MGA. MSTR, New Gold Inc Cda, NVS, PNC, PEGA, SERV, TER, PATH, United Security Bancshares, U, UHS, VBR, ESTC.
KERR FINANCIAL PLANNING Corp was a net buyer of stock by $2.1M.
KERR FINANCIAL PLANNING Corp has $81M in assets under management (AUM), dropping by 10.02%.
Central Index Key (CIK): 0002095947

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Portfolio Holdings for KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING Corp holds 522 positions in its portfolio as reported in the March 2026 quarterly 13F filing

KERR FINANCIAL PLANNING Corp has 522 total positions. Only the first 250 positions are shown.

Sign up to view all of the KERR FINANCIAL PLANNING Corp March 31, 2026 positions
Download the KERR FINANCIAL PLANNING Corp March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Etf (QQQ)	6.2	$5.0M	NEW	7.7k	655.23	View chart
NVIDIA Corporation (NVDA)	5.8	$4.7M	+4%	22k	210.60	View chart
Tesla Motors (TSLA)	5.3	$4.3M		12k	375.94	View chart
Apple (AAPL)	4.8	$3.9M		15k	269.73	View chart
Amazon (AMZN)	3.9	$3.1M		12k	258.40	View chart
Ark Innovation Etf Etf (ARKK)	3.2	$2.6M	+17%	35k	75.42	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.8	$2.3M	+6%	3.2k	713.16	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	2.6	$2.2M	+8%	38k	57.12	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	2.1	$1.7M	+3%	9.8k	172.70	View chart
Advanced Micro Devices (AMD)	1.9	$1.6M		4.9k	321.70	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	1.9	$1.6M	+5%	59k	26.25	View chart
Palantir Technologies Inclass Class A Class A (PLTR)	1.9	$1.5M	-6%	11k	141.99	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	1.6	$1.3M	+4%	4.6k	277.88	View chart
Ishares Core Universal Usd Bond Etf Etf (IUSB)	1.5	$1.2M	+11%	26k	46.28	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.4	$1.1M	-49%	2.3k	487.83	View chart
Microsoft Corporation (MSFT)	1.2	$957k	+2%	2.2k	427.71	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	1.1	$916k	+17%	5.9k	155.36	View chart
Alphabet Inc Class Class A Class A (GOOGL)	1.1	$901k	+17%	2.6k	348.81	View chart
Meta Platforms Inc Class Class A Class A (META)	1.0	$783k	+32%	1.2k	669.10	View chart
JPMorgan Chase & Co. (JPM)	1.0	$779k	+4%	2.5k	312.59	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.9	$737k	+6%	7.4k	99.32	View chart
Marvell Technology (MRVL)	0.9	$730k	-4%	4.8k	151.90	View chart
Applied Materials (AMAT)	0.9	$708k		1.9k	380.33	View chart
Rambus (RMBS)	0.8	$661k	-23%	6.1k	109.27	View chart
UMB Financial Corporation (UMBF)	0.8	$655k	+2473%	5.2k	125.34	View chart
Ishares Msci Usa Min Volfactor Etf Etf (USMV)	0.8	$646k	-45%	6.9k	93.82	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$629k	-52%	964.00	652.68	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.7	$605k		2.0k	301.81	View chart
Exxon Mobil Corporation (XOM)	0.7	$578k	+6%	3.8k	151.40	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.7	$553k	-23%	9.6k	57.82	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.7	$552k	-4%	2.5k	220.22	View chart
Alphabet Inc Class Class C Class C (GOOG)	0.7	$551k		1.6k	346.31	View chart
Costco Wholesale Corporation (COST)	0.7	$547k	+8%	549.00	996.19	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.7	$536k		8.2k	65.50	View chart
Crowdstrike Hldgs Inc Class Class A Class A (CRWD)	0.6	$508k		1.1k	455.61	View chart
Corning Incorporated (GLW)	0.6	$485k		3.1k	155.20	View chart
Alps O'shares U.s. Quality Dividend Etf Shares Etf (OUSA)	0.6	$481k		8.4k	57.19	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Spons Ads (ARM)	0.6	$481k	-9%	2.4k	198.39	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.6	$474k		1.7k	274.48	View chart
Ishares Russell 1000 Forward Split With Stock Split Shares Etf (IWF)	0.6	$466k		983.00	474.38	View chart
AFLAC Incorporated (AFL)	0.5	$430k		3.7k	116.90	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$426k	-50%	600.00	709.30	View chart
Pimco Active Bond Exchange-traded Fund Etf	0.5	$415k		4.5k	92.48	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.5	$411k	+5%	4.4k	93.06	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$409k		5.5k	74.35	View chart
Sempra Energy (SRE)	0.5	$407k		4.4k	93.21	View chart
Berkshire Hathaway Class B Class B (BRK.B)	0.5	$397k		830.00	477.90	View chart
Vanguard Value Index Fund Etf Shares Etf	0.5	$393k	-50%	1.9k	203.52	View chart
Ishares Msci Usa Qualityfactor Etf Etf (QUAL)	0.5	$390k	-2%	1.9k	205.54	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.5	$390k		12k	32.66	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.4	$361k	+209%	5.8k	62.57	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.4	$357k	+6%	6.1k	58.84	View chart
Micron Technology (MU)	0.4	$351k		708.00	496.38	View chart
Oracle Corporation (ORCL)	0.4	$348k	+6%	2.1k	166.44	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.4	$344k		7.5k	45.75	View chart
Ishares Future Ai & Techetf Etf (ARTY)	0.4	$338k		5.7k	59.50	View chart
Coinbase Global Inc Class Class A Class A (COIN)	0.4	$337k	+39%	1.8k	191.68	View chart
Wells Fargo & Company (WFC)	0.4	$303k	-22%	3.7k	81.76	View chart
Broadcom (AVGO)	0.4	$301k	-7%	759.00	396.98	View chart
Taiwan Semiconductor Mfg (TSM)	0.4	$300k		768.00	390.20	View chart
Blackrock Income Trust (BKT)	0.4	$298k		284.00	1047.62	View chart
Axcelis Technologies (ACLS)	0.3	$284k	-11%	2.2k	131.88	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$283k	+38%	1.3k	213.59	View chart
Citigroup (C)	0.3	$278k	+12%	2.2k	128.66	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Etf (MGK)	0.3	$267k	+391%	3.2k	83.39	View chart
Amgen (AMGN)	0.3	$261k	-15%	770.00	339.06	View chart
Neos Nasdaq-100 Etf (QQQI)	0.3	$258k		4.8k	53.58	View chart
Ishares Edge Msci Intl Value Factor Etf Etf	0.3	$243k	-11%	5.9k	40.98	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.3	$242k	-65%	555.00	435.79	View chart
AutoZone (AZO)	0.3	$241k	-16%	68.00	3544.99	View chart
Energy Transfer Equity (ET)	0.3	$230k	-9%	12k	19.48	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$228k	+13%	2.4k	94.24	View chart
Chevron Corporation (CVX)	0.3	$225k	+6%	1.2k	188.80	View chart
Ishares High Yield Systematic Bond Etf Etf (SGOV)	0.3	$223k	+52%	4.7k	47.03	View chart
Dell Technologies Inc Class Class C Class C (DELL)	0.3	$221k	-4%	1.1k	204.88	View chart
Intel Corporation (INTC)	0.3	$215k	-3%	2.6k	82.47	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.3	$212k		3.9k	53.74	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYMI)	0.2	$202k	-47%	1.3k	154.37	View chart
Lululemon Athletica (LULU)	0.2	$194k	-6%	1.3k	144.43	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.2	$186k	-12%	5.2k	35.76	View chart
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Etf (VMBS)	0.2	$182k	-58%	3.9k	47.00	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$182k		3.4k	54.25	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.2	$180k	-8%	3.6k	49.86	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$179k		787.00	226.85	View chart
Abbvie (ABBV)	0.2	$178k		906.00	196.86	View chart
International Business Machines (IBM)	0.2	$176k		756.00	232.28	View chart
Ishares Msci Eafe Growthetf Etf (EFG)	0.2	$173k		1.5k	117.11	View chart
Ishares Gold Trust Etf (IAU)	0.2	$173k	+42%	2.0k	86.41	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$173k	-28%	1.1k	157.10	View chart
Eaton Vance Income Opportunities Etf Etf (XCEM)	0.2	$168k	-39%	3.3k	50.40	View chart
ConocoPhillips (COP)	0.2	$165k	+316%	1.3k	123.89	View chart
Merck & Co (MRK)	0.2	$161k		1.5k	110.62	View chart
Vanguard Energy Index Fund Etf Shares Etf (VDE)	0.2	$156k	-45%	950.00	164.61	View chart
Caterpillar (CAT)	0.2	$156k		192.00	813.34	View chart
Soundhound Ai Inc Class A Class A (SOUN)	0.2	$153k	-9%	19k	8.07	View chart
Flexshares High Yield Value-scored Bond Index Fund Etf (HYGV)	0.2	$151k		3.7k	40.50	View chart
Johnson & Johnson (JNJ)	0.2	$149k		657.00	226.57	View chart
Raytheon Technologies Corp (RTX)	0.2	$144k	+515%	837.00	172.38	View chart
Vanguard Total Bond Market Index Fund Etf Shares Etf (BND)	0.2	$137k	+11%	1.9k	73.65	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$135k		1.0k	128.56	View chart
Qualcomm (QCOM)	0.2	$134k		893.00	149.63	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Spons Ads (BP)	0.2	$133k		2.9k	46.55	View chart
Baron Technology Etf Etf (BCTK)	0.2	$131k	-3%	4.9k	26.59	View chart
Vanguard Large-cap Indexfund Etf Shares Etf (VV)	0.2	$130k	-50%	397.00	326.43	View chart
Texas Instruments Incorporated (TXN)	0.2	$129k		484.00	266.69	View chart
Enb Financial Corp Pa (ENBP)	0.2	$128k		5.0k	25.56	View chart
Vanguard Small-cap Indexfund Etf Shares Etf (VB)	0.2	$126k	-34%	450.00	280.54	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.2	$126k	NEW	3.9k	32.58	View chart
UnitedHealth (UNH)	0.2	$125k		339.00	367.88	View chart
Eli Lilly & Co. (LLY)	0.2	$124k	+2%	144.00	860.28	View chart
Crown Castle Intl (CCI)	0.2	$124k	+143%	1.5k	85.01	View chart
Vanguard International High Dividend Yield Index Fund Etf Shares Etf (BRRR)	0.2	$122k	+1685%	1.3k	97.82	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$121k	-50%	2.4k	50.54	View chart
Bank of America Corporation (BAC)	0.1	$119k	+170%	2.2k	52.89	View chart
Cisco Systems (CSCO)	0.1	$116k		1.3k	86.44	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$116k		1.9k	62.66	View chart
CSX Corporation (CSX)	0.1	$115k		2.5k	45.37	View chart
General Electric (GE)	0.1	$115k	-33%	402.00	284.91	View chart
American Express Company (AXP)	0.1	$113k	+3%	355.00	318.32	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.1	$111k		2.4k	46.97	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$108k	-49%	3.4k	31.86	View chart
Proshares Nasdaq-100 Dorsey Wright Momentum Etf Etf (QQQA)	0.1	$107k	NEW	1.7k	63.18	View chart
Vanguard Growth Index Fund Etf Shares Etf (VUG)	0.1	$105k	+280%	1.3k	82.43	View chart
First Trust Dorsey Wright Momentum & Dividend Etf Etf (DDIV)	0.1	$105k	-7%	2.4k	44.10	View chart
Lam Research (LRCX)	0.1	$104k	-18%	423.00	246.65	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$104k	-6%	1.8k	59.10	View chart
Vanguard Real Estate Index Fund Etf Shares Etf (VNQ)	0.1	$104k	-53%	1.1k	95.30	View chart
Proshares Bitcoin Etf Etf (BITO)	0.1	$103k	-18%	9.9k	10.42	View chart
Pepsi (PEP)	0.1	$101k		644.00	157.48	View chart
Ge Vernova (GEV)	0.1	$101k		94.00	1078.05	View chart
Visa Inc Class Class A Class A (V)	0.1	$100k		320.00	310.80	View chart
First Solar (FSLR)	0.1	$98k		500.00	196.72	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$98k		732.00	134.12	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$98k	-43%	1.9k	52.00	View chart
Scully Royalty (SRL)	0.1	$96k		15k	6.43	View chart
Jpmorgan Betabuilders Msci U.s. Reit Etf Etf (BBRE)	0.1	$95k		925.00	103.00	View chart
Point Bridge America First Etf Etf (MBB)	0.1	$95k	+1450%	1.7k	54.84	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$92k		1.2k	77.04	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$91k		1.4k	67.17	View chart
Nextera Energy (NEE)	0.1	$91k		941.00	96.28	View chart
Defiance Quantum Etf Etf (QTUM)	0.1	$90k		702.00	128.35	View chart
Shopify Inc Fclass Class A Class A (SHOP)	0.1	$89k		720.00	123.58	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.1	$89k		655.00	135.66	View chart
Wal-Mart Stores (WMT)	0.1	$81k	+93%	635.00	127.66	View chart
W.W. Grainger (GWW)	0.1	$80k		70.00	1140.94	View chart
Pimco Energy & Tactical (PDX)	0.1	$79k	-9%	4.5k	17.47	View chart
Lockheed Martin Corporation (LMT)	0.1	$79k	+84%	157.00	504.87	View chart
Ryan Specialty Holdings Class A Class A (RYAN)	0.1	$77k	+83%	2.2k	34.84	View chart
At&t (T)	0.1	$76k		2.9k	26.10	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.1	$75k	-14%	1.8k	41.41	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$71k		202.00	350.83	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$70k		1.0k	70.36	View chart
Netflix (NFLX)	0.1	$70k	+24%	770.00	90.80	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.1	$68k		2.0k	33.63	View chart
Ares Capital Corporation (ARCC)	0.1	$67k	+2%	3.6k	18.81	View chart
Uber Technologies (UBER)	0.1	$67k	-18%	900.00	74.60	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)	0.1	$67k	-50%	835.00	79.66	View chart
Charles Schwab Corporation (SCHW)	0.1	$65k	+7%	717.00	91.14	View chart
Starbucks Corporation (SBUX)	0.1	$62k	+2%	636.00	96.68	View chart
Cincinnati Financial Corporation (CINF)	0.1	$61k	+12%	366.00	166.73	View chart
Marsh & McLennan Companies (MRSH)	0.1	$61k	+153%	358.00	169.47	View chart
Lowe's Companies (LOW)	0.1	$60k		250.00	240.84	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	0.1	$60k	-50%	884.00	67.66	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$59k	-16%	1.0k	58.49	View chart
Altria (MO)	0.1	$57k		838.00	67.99	View chart
Occidental Petroleum Corporation (OXY)	0.1	$57k		965.00	58.75	View chart
Chipotle Mexican Grill (CMG)	0.1	$56k		1.7k	33.16	View chart
McDonald's Corporation (MCD)	0.1	$55k		187.00	292.62	View chart
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	0.1	$54k	-50%	153.00	349.90	View chart
Ishares U.s. Small-cap Equity Factor Etf Etf (SMLF)	0.1	$53k	-27%	656.00	81.20	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$52k		2.0k	26.11	View chart
Ishares U.s. Aerospace &defense Etf Etf	0.1	$52k		244.00	213.00	View chart
Capital One Financial (COF)	0.1	$52k	-10%	270.00	192.12	View chart
Calamos Cef Income & Arbitrage Etf Etf (CCEF)	0.1	$51k	NEW	1.8k	29.22	View chart
Diamondback Energy (FANG)	0.1	$51k		255.00	199.04	View chart
Prudential Financial (PRU)	0.1	$50k		518.00	97.04	View chart
Trane Technologies Plc F SHS (TT)	0.1	$49k		102.00	479.77	View chart
Vanguard Information Technology Index Fund Etf Shares Etf (VHT)	0.1	$49k	+163%	475.00	102.15	View chart
Palo Alto Networks (PANW)	0.1	$48k		261.00	183.70	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$48k	-49%	602.00	79.07	View chart
Vanguard Utilities Indexfund Etf Shares Etf (VPU)	0.1	$46k	-53%	231.00	200.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$46k		199.00	230.10	View chart
Monster Beverage Corp (MNST)	0.1	$46k		584.00	77.92	View chart
First Trust Nasdaq Cleanedge Green Energy Index Fund Etf (QCLN)	0.1	$45k	-39%	825.00	54.92	View chart
Target Corporation (TGT)	0.1	$45k	-12%	350.00	129.01	View chart
CarMax (KMX)	0.1	$45k	+291%	1.2k	38.31	View chart
Arista Networks (ANET)	0.1	$45k		275.00	163.05	View chart
Pfizer (PFE)	0.1	$44k		1.6k	26.60	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.1	$44k		346.00	126.33	View chart
PG&E Corporation (PCG)	0.1	$42k		2.6k	16.43	View chart
Bristol Myers Squibb (BMY)	0.1	$42k	-2%	725.00	58.02	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$42k		301.00	139.56	View chart
Schwab Intermediate-termu.s. Treasury Etf Etf (SCHR)	0.1	$41k	-50%	1.6k	24.85	View chart
Walt Disney Company (DIS)	0.0	$40k		390.00	101.61	View chart
Corteva (CTVA)	0.0	$40k		503.00	78.74	View chart
S&p Global (SPGI)	0.0	$39k		88.00	444.55	View chart
International Paper Company (IP)	0.0	$39k		1.2k	32.45	View chart
Live Nation Entertainment (LYV)	0.0	$39k		250.00	156.21	View chart
State Street Health Careselect Sector Spdr Etf Etf (XLV)	0.0	$39k	-35%	271.00	143.32	View chart
Home Depot (HD)	0.0	$39k		118.00	328.39	View chart
Community West Bancshares (CWBC)	0.0	$38k	NEW	1.6k	24.15	View chart
Synopsys (SNPS)	0.0	$37k		77.00	483.56	View chart
Denison Mines Corp (DNN)	0.0	$37k		10k	3.71	View chart
Verizon Communications (VZ)	0.0	$37k		785.00	46.87	View chart
United Rentals (URI)	0.0	$36k	+2%	38.00	944.42	View chart
Thermo Fisher Scientific (TMO)	0.0	$36k		76.00	467.51	View chart
Epr Properties (EPR)	0.0	$35k		625.00	55.95	View chart
Annaly Capital Management (NLY)	0.0	$35k		1.5k	22.75	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.0	$35k		336.00	102.86	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$35k	-4%	344.00	100.35	View chart
Dollar Tree (DLTR)	0.0	$34k	-7%	350.00	98.20	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$34k	-24%	614.00	55.68	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$34k		251.00	136.13	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	0.0	$34k		450.00	75.60	View chart
Chubb (CB)	0.0	$34k		103.00	328.87	View chart
Deere & Company (DE)	0.0	$33k		59.00	562.78	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$33k	+3%	1.8k	17.82	View chart
Intuitive Surgical (ISRG)	0.0	$33k		70.00	464.37	View chart
Ishares Mbs Etf Etf (MDYG)	0.0	$33k	+50%	342.00	94.96	View chart
Schwab U.s. Dividend Equity Etf Etf (SCHD)	0.0	$32k		1.0k	31.39	View chart
Equinix (EQIX)	0.0	$32k	+3%	30.00	1053.43	View chart
Nuscale Pwr Corp Class A Class A (SMR)	0.0	$31k		2.7k	11.73	View chart
Linde Plc F SHS (LIN)	0.0	$31k		61.00	512.34	View chart
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Etf (VSS)	0.0	$31k	-50%	200.00	155.62	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$31k	-15%	265.00	116.72	View chart
Abbott Laboratories (ABT)	0.0	$31k		328.00	93.71	View chart
TJX Companies (TJX)	0.0	$31k		194.00	157.87	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$31k	-20%	3.3k	9.27	View chart
Colgate-Palmolive Company (CL)	0.0	$31k		357.00	85.75	View chart
Ford Motor Company (F)	0.0	$31k		2.5k	12.36	View chart
Northrop Grumman Corporation (NOC)	0.0	$30k		53.00	572.32	View chart
Packaging Corporation of America (PKG)	0.0	$30k		142.00	209.52	View chart
Waste Connections (WCN)	0.0	$29k		179.00	162.37	View chart
Ishares U.s. Oil & Gas Exploration & Productionetf Etf (IEO)	0.0	$29k		244.00	118.01	View chart
Duke Energy (DUK)	0.0	$28k		223.00	127.25	View chart
Global X Superdividend Etf Etf (SDIV)	0.0	$28k	-47%	1.1k	25.78	View chart
Coca-Cola Company (KO)	0.0	$28k	-13%	347.00	79.75	View chart
Ishares Global Energy Etf Etf (IXC)	0.0	$28k		500.00	55.00	View chart
Airbnb Inc Class Class A Class A (ABNB)	0.0	$28k	-15%	196.00	140.09	View chart
Paychex (PAYX)	0.0	$27k		297.00	90.89	View chart
Technipfmc (FTI)	0.0	$26k	-4%	353.00	74.81	View chart
Analog Devices (ADI)	0.0	$26k		69.00	381.29	View chart
Everus Constr Group (ECG)	0.0	$26k		192.00	135.78	View chart
Mondelez Intl Inc Class Class A Class A (MDLZ)	0.0	$26k		443.00	58.33	View chart
Vale S A Fsponsored Adr 1 Adr Reps 1 Ord Spons Ads (VALE)	0.0	$25k		1.5k	16.91	View chart
Vanguard Long-term Bond Index Fund Etf Shares Etf	0.0	$25k		369.00	68.69	View chart
Peakstone Realty Cl E Reit Com Shares (PKST)	0.0	$25k		1.2k	20.98	View chart
Carrier Global Corporation (CARR)	0.0	$25k		403.00	61.89	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Etf (DIA)	0.0	$25k	+2%	51.00	488.88	View chart
Pimco 1-5 Year U.s. Tipsindex Exchange-traded Fund Etf (STPZ)	0.0	$25k	-49%	456.00	54.38	View chart

Past Filings by KERR FINANCIAL PLANNING Corp

SEC 13F filings are viewable for KERR FINANCIAL PLANNING Corp going back to 2025

KERR FINANCIAL PLANNING Corp 2026 Q1 filed April 29, 2026
KERR FINANCIAL PLANNING Corp 2025 Q4 filed Feb. 10, 2026
KERR FINANCIAL PLANNING Corp 2025 Q3 filed Nov. 25, 2025

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