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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, TSLA, NVDA, AAPL, AMD, and represent 24.37% of KERR FINANCIAL PLANNING Corp's stock portfolio.
Added to shares of these 10 stocks: SPCX, IWF, RDVY, VYM, CRDO, AMD, GLW, Point Bridge America First Etf, AVGO, SPHY.
Started 31 new stock positions in DVN, QUBT, DJIA, VSLU, GCTS, OPENW, SNDK, Niocorp Developments, GPN, CRDO.
Reduced shares in these 10 stocks: TSLA, JQUA, MBB, JEPI, BRRR, VHT, AGG, Pimco Active Bond Etf, LULU, QQQ.
Sold out of its positions in BCFN, E, MAGA, PKST, SOXQ, SYM, BRRR, BLSH, FTI.
KERR FINANCIAL PLANNING Corp was a net buyer of stock by $966k.
KERR FINANCIAL PLANNING Corp has $90M in assets under management (AUM), dropping by -36.65%.
Central Index Key (CIK): 0002095947

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Portfolio Holdings for KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING Corp holds 545 positions in its portfolio as reported in the June 2026 quarterly 13F filing

KERR FINANCIAL PLANNING Corp has 545 total positions. Only the first 250 positions are shown.

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Download the KERR FINANCIAL PLANNING Corp June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Etf (QQQ)	6.2	$5.6M		7.6k	736.34	View chart
Tesla Motors (TSLA)	5.1	$4.6M	-5%	11k	420.60	View chart
NVIDIA Corporation (NVDA)	5.0	$4.5M		23k	200.08	View chart
Apple (AAPL)	4.7	$4.2M		15k	289.34	View chart
Advanced Micro Devices (AMD)	3.4	$3.0M	+5%	5.2k	580.91	View chart
Amazon (AMZN)	3.2	$2.8M		12k	238.32	View chart
Ark Innovation Etf Etf (ARKK)	3.1	$2.8M		35k	80.82	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.6	$2.4M	-2%	3.2k	748.80	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	2.2	$2.0M	-6%	35k	56.48	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	2.0	$1.8M		9.8k	182.28	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	1.9	$1.7M	+2%	61k	27.65	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.7	$1.6M		2.4k	655.67	View chart
Marvell Technology (MRVL)	1.7	$1.5M	+6%	5.1k	297.86	View chart
Applied Materials (AMAT)	1.5	$1.3M		1.9k	722.76	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	1.5	$1.3M		4.6k	290.61	View chart
Palantir Technologies Inclass A Class A (PLTR)	1.4	$1.3M		11k	116.67	View chart
Ishares Core Universal Usd Bond Etf Etf (IUSB)	1.3	$1.2M		25k	46.15	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	1.1	$956k		5.8k	164.25	View chart
Alphabet Inc Class A Class A (GOOGL)	1.0	$911k		2.6k	357.35	View chart
Corning Incorporated (GLW)	1.0	$906k	+13%	3.5k	255.38	View chart
Micron Technology (MU)	1.0	$892k	+9%	774.00	1152.95	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Spons Ads (ARM)	1.0	$860k		2.4k	354.57	View chart
Crowdstrike Hldgs Inc Forward Split With Stock Split Shares Class A (CRWD)	0.9	$849k		1.1k	762.50	View chart
Microsoft Corporation (MSFT)	0.9	$835k		2.2k	372.88	View chart
JPMorgan Chase & Co. (JPM)	0.9	$810k		2.5k	327.22	View chart
Rambus (RMBS)	0.9	$777k	-3%	5.9k	132.74	View chart
UMB Financial Corporation (UMBF)	0.8	$746k		5.2k	142.75	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.8	$707k	+58%	8.7k	81.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$689k	+4%	1.0k	686.81	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.7	$671k		2.0k	334.68	View chart
Meta Platforms Inc Class A Class A (META)	0.7	$664k		1.2k	562.97	View chart
Ishares Msci Usa Min Volfactor Etf Etf (USMV)	0.7	$645k	-2%	6.7k	96.45	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$632k	-14%	6.4k	98.97	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.7	$593k		1.7k	342.82	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.6	$567k		2.5k	226.98	View chart
Space Ex Tech Spacex Class A Class A (SPCX)	0.6	$566k	NEW	3.3k	170.86	View chart
Alphabet Inc Class C Class C (GOOG)	0.6	$564k		1.6k	353.31	View chart
Costco Wholesale Corporation (COST)	0.6	$541k	+5%	579.00	934.68	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.6	$529k	+4%	10k	53.11	View chart
Exxon Mobil Corporation (XOM)	0.6	$508k	-2%	3.7k	136.71	View chart
Alps O'shares U.s. Quality Dividend Etf Shares Etf (OUSA)	0.5	$491k		8.4k	58.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$485k	+297%	3.9k	124.16	View chart
Dell Technologies Inc Class C Class C (DELL)	0.5	$465k		1.1k	431.30	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.5	$450k		4.7k	95.33	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$444k		595.00	746.34	View chart
Intel Corporation (INTC)	0.5	$437k	+19%	3.1k	139.60	View chart
AFLAC Incorporated (AFL)	0.5	$432k		3.7k	117.22	View chart
Ishares Future Ai & Techetf Etf (ARTY)	0.5	$423k	-2%	5.6k	76.16	View chart
Axcelis Technologies (ACLS)	0.5	$422k	+3%	2.2k	189.45	View chart
Berkshire Hathaway Class B Class B (BRK.B)	0.5	$420k		840.00	500.39	View chart
Vanguard Value Index Fund Etf Shares Etf	0.5	$417k		1.9k	217.93	View chart
Ishares Msci Usa Qualityfactor Etf Etf (QUAL)	0.5	$416k		1.9k	219.33	View chart
Sempra Energy (SRE)	0.5	$405k		4.4k	92.70	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$404k		12k	33.84	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.4	$390k	-6%	4.1k	93.90	View chart
Broadcom (AVGO)	0.4	$383k	+33%	1.0k	377.69	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.4	$370k		7.5k	49.28	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.4	$368k		6.0k	61.46	View chart
Taiwan Semiconductor Mfg (TSM)	0.4	$367k		769.00	477.57	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.4	$362k		5.8k	62.19	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.4	$360k	-39%	5.0k	72.28	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.4	$317k	-10%	495.00	640.04	View chart
Pimco Active Bond Exchange-traded Fund Etf	0.3	$313k	-24%	3.4k	92.21	View chart
Wells Fargo & Company (WFC)	0.3	$307k		3.7k	82.64	View chart
Oracle Corporation (ORCL)	0.3	$307k		2.1k	146.52	View chart
Citigroup (C)	0.3	$304k		2.2k	139.92	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$297k	-2%	1.3k	229.55	View chart
Amgen (AMGN)	0.3	$280k		773.00	361.77	View chart
Blackrock Income Trust (BKT)	0.3	$273k		284.00	959.47	View chart
AutoZone (AZO)	0.3	$272k	+25%	85.00	3195.94	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Etf (MGK)	0.3	$270k	-4%	3.1k	87.89	View chart
Neos Nasdaq-100 Etf (QQQI)	0.3	$267k	-2%	4.7k	56.79	View chart
Coinbase Global Inc Class A Class A (COIN)	0.3	$250k	-2%	1.7k	146.19	View chart
Ishares Edge Msci Intl Value Factor Etf Etf	0.3	$248k		5.9k	41.82	View chart
Energy Transfer Equity (ET)	0.3	$229k		12k	19.12	View chart
Abbvie (ABBV)	0.3	$228k		908.00	251.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$224k	-4%	2.3k	96.58	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$220k		3.4k	65.61	View chart
International Business Machines (IBM)	0.2	$214k		760.00	281.16	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$211k		3.9k	53.50	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$210k		1.1k	190.52	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)	0.2	$207k	+411%	1.3k	158.00	View chart
Caterpillar (CAT)	0.2	$205k		193.00	1059.39	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.2	$199k	-4%	5.0k	40.15	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$191k		788.00	242.30	View chart
Chevron Corporation (CVX)	0.2	$191k	-3%	1.2k	165.67	View chart
Merck & Co (MRK)	0.2	$187k		1.5k	128.46	View chart
Ishares Msci Eafe Growthetf Etf (EFG)	0.2	$184k		1.5k	124.39	View chart
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Etf (VMBS)	0.2	$181k		3.9k	46.81	View chart
Lam Research (LRCX)	0.2	$181k		419.00	432.56	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.2	$174k		3.6k	48.65	View chart
Eli Lilly & Co. (LLY)	0.2	$171k		143.00	1193.61	View chart
Johnson & Johnson (JNJ)	0.2	$168k		660.00	253.76	View chart
Qualcomm (QCOM)	0.2	$166k		896.00	184.73	View chart
Baron Technology Etf Etf (BCTK)	0.2	$160k		4.9k	32.48	View chart
Cisco Systems (CSCO)	0.2	$158k		1.3k	117.40	View chart
Credo Technology Group Holding (CRDO)	0.2	$156k	NEW	575.00	271.95	View chart
Ishares Gold Trust Etf (IAU)	0.2	$151k		2.0k	75.51	View chart
General Electric (GE)	0.2	$150k		402.00	373.39	View chart
Flexshares High Yield Value-scored Bond Index Fund Etf (HYGV)	0.2	$150k		3.7k	40.26	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	0.2	$146k	-17%	2.8k	52.88	View chart
Raytheon Technologies Corp (RTX)	0.2	$146k	-8%	769.00	189.70	View chart
Proshares Nasdaq-100 Dorsey Wright Momentum Etf Etf (QQQA)	0.2	$145k		1.7k	85.27	View chart
Texas Instruments Incorporated (TXN)	0.2	$145k		486.00	297.90	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$144k		1.0k	137.51	View chart
UnitedHealth (UNH)	0.2	$142k		341.00	414.93	View chart
Enb Financial Corp Pa (ENBP)	0.2	$141k		5.0k	28.25	View chart
Defiance Quantum Etf Etf (QTUM)	0.2	$141k	+21%	853.00	165.22	View chart
Vanguard Energy Index Fund Etf Shares Etf (VDE)	0.2	$138k	-3%	920.00	150.13	View chart
Vanguard Large-cap Indexfund Etf Shares Etf (VV)	0.2	$137k		397.00	343.91	View chart
Vanguard Small-cap Indexfund Etf Shares Etf (VB)	0.1	$135k		444.00	303.12	View chart
ConocoPhillips (COP)	0.1	$134k	-3%	1.3k	103.92	View chart
Wal-Mart Stores (WMT)	0.1	$129k	+78%	1.1k	113.17	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$124k		2.4k	51.78	View chart
Bank of America Corporation (BAC)	0.1	$124k	-3%	2.2k	56.95	View chart
Vanguard International High Dividend Yield Index Fund Etf Shares Etf (VYMI)	0.1	$123k	-4%	1.3k	98.20	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$122k		1.4k	89.81	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$121k		1.9k	64.85	View chart
CSX Corporation (CSX)	0.1	$121k		2.5k	47.52	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$118k		3.4k	34.80	View chart
First Solar (FSLR)	0.1	$118k		500.00	235.96	View chart
Vanguard Total Bond Market Index Fund Etf Shares Etf (BND)	0.1	$116k	-14%	1.6k	73.41	View chart
American Express Company (AXP)	0.1	$115k	-3%	341.00	337.69	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.1	$115k	-6%	3.6k	31.78	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.1	$111k		2.4k	46.87	View chart
Ge Vernova (GEV)	0.1	$110k		94.00	1174.86	View chart
Vanguard Growth Index Fund Etf Shares Etf (VUG)	0.1	$110k		1.3k	86.14	View chart
Visa Inc Class A Class A (V)	0.1	$110k		320.00	343.07	View chart
First Trust Dorsey Wright Momentum & Dividend Etf Etf (DDIV)	0.1	$108k		2.4k	45.09	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$107k		733.00	146.23	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Spons Ads (BP)	0.1	$106k		2.9k	36.94	View chart
Vanguard Real Estate Index Fund Etf Shares Etf (VNQ)	0.1	$106k		1.1k	96.35	View chart
Soundhound Ai Inc Class A Class A (SOUN)	0.1	$104k	-15%	16k	6.47	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.1	$103k	+19%	2.2k	47.94	View chart
Crown Castle Intl (CCI)	0.1	$103k	-6%	1.4k	75.73	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$101k		1.9k	53.59	View chart
Jpmorgan Betabuilders Msci U.s. Reit Etf Etf (BBRE)	0.1	$99k		925.00	107.27	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$99k		1.2k	82.84	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.1	$97k		657.00	148.14	View chart
Point Bridge America First Etf Etf	0.1	$97k	NEW	1.7k	55.97	View chart
W.W. Grainger (GWW)	0.1	$95k		70.00	1350.57	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$91k	NEW	3.9k	23.44	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$90k	+20%	1.2k	74.83	View chart
Palo Alto Networks (PANW)	0.1	$89k		261.00	340.07	View chart
Pepsi (PEP)	0.1	$87k		644.00	135.29	View chart
Ryan Specialty Holdings Class A Class A (RYAN)	0.1	$83k		2.2k	37.75	View chart
Uber Technologies (UBER)	0.1	$83k	+27%	1.2k	72.16	View chart
Nextera Energy (NEE)	0.1	$83k		943.00	87.72	View chart
Shopify Inc Fclass A Class A (SHOP)	0.1	$82k		720.00	114.18	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$80k		1.8k	45.52	View chart
Proshares Bitcoin Etf Etf (BITO)	0.1	$79k		9.9k	7.98	View chart
Pimco Energy & Tactical (PDX)	0.1	$78k	+2%	4.7k	16.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$76k	-5%	149.00	507.48	View chart
Marsh & McLennan Companies (MRSH)	0.1	$76k	+26%	454.00	166.49	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$74k		202.00	365.87	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)	0.1	$70k		835.00	83.75	View chart
Cincinnati Financial Corporation (CINF)	0.1	$68k		366.00	184.92	View chart
Charles Schwab Corporation (SCHW)	0.1	$66k		719.00	92.27	View chart
Ares Capital Corporation (ARCC)	0.1	$66k		3.6k	18.53	View chart
Dominion Resources (D)	0.1	$65k	+384%	954.00	68.26	View chart
Starbucks Corporation (SBUX)	0.1	$65k		637.00	102.03	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	0.1	$63k		884.00	71.25	View chart
Netflix (NFLX)	0.1	$63k	+13%	875.00	71.40	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$62k		1.0k	62.21	View chart
Altria (MO)	0.1	$61k		850.00	71.93	View chart
At&t (T)	0.1	$61k		2.9k	20.70	View chart
Ishares U.s. Aerospace &defense Etf Etf	0.1	$59k		244.00	241.70	View chart
Ishares U.s. Small-cap Equity Factor Etf Etf (SMLF)	0.1	$59k		657.00	89.08	View chart
CarMax (KMX)	0.1	$58k	-6%	1.1k	52.89	View chart
Defiance Space And Connective Tech Etf Etf (UFOX)	0.1	$57k		602.00	94.97	View chart
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	0.1	$57k		153.00	370.05	View chart
Monster Beverage Corp (MNST)	0.1	$56k		584.00	96.12	View chart
Lululemon Athletica (LULU)	0.1	$56k	-63%	491.00	114.18	View chart
Prudential Financial (PRU)	0.1	$56k		520.00	107.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$55k		2.0k	27.70	View chart
Lowe's Companies (LOW)	0.1	$55k		251.00	220.44	View chart
Capital One Financial (COF)	0.1	$54k		271.00	200.16	View chart
Chipotle Mexican Grill (CMG)	0.1	$53k	-7%	1.6k	34.00	View chart
Calamos Cef Income & Arbitrage Etf Etf (CCEF)	0.1	$53k		1.8k	29.93	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.1	$52k		2.0k	25.95	View chart
Marathon Petroleum Corp (MPC)	0.1	$51k		199.00	255.52	View chart
Trane Technologies Plc F SHS (TT)	0.1	$50k		102.00	491.17	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$49k		301.00	163.50	View chart
First Trust Nasdaq Cleanedge Green Energy Index Fund Etf (QCLN)	0.1	$48k	-4%	784.00	61.31	View chart
Southern Company (SO)	0.1	$48k	NEW	500.00	95.71	View chart
McDonald's Corporation (MCD)	0.1	$48k	-5%	177.00	270.27	View chart
Occidental Petroleum Corporation (OXY)	0.1	$47k		965.00	48.57	View chart
Arista Networks (ANET)	0.1	$47k		275.00	169.88	View chart
International Paper Company (IP)	0.1	$46k		1.2k	38.10	View chart
Vanguard Information Technology Index Fund Etf Shares Etf (VGT)	0.1	$46k	+214%	384.00	119.52	View chart
Live Nation Entertainment (LYV)	0.1	$46k		250.00	183.11	View chart
Target Corporation (TGT)	0.1	$46k		350.00	130.61	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.1	$46k		346.00	131.97	View chart
Diamondback Energy (FANG)	0.0	$45k		256.00	175.41	View chart
State Street Health Careselect Sector Spdr Etf Etf (XLV)	0.0	$43k		272.00	158.32	View chart
Corteva (CTVA)	0.0	$43k		503.00	84.62	View chart
Community West Bancshares (CWBC)	0.0	$42k		1.6k	26.86	View chart
United Rentals (URI)	0.0	$42k		38.00	1113.18	View chart
Bristol Myers Squibb (BMY)	0.0	$42k		728.00	57.55	View chart
Home Depot (HD)	0.0	$42k		119.00	351.15	View chart
Schwab Intermediate-termu.s. Treasury Etf Etf (SCHR)	0.0	$41k		1.6k	24.66	View chart
Pfizer (PFE)	0.0	$40k		1.6k	24.08	View chart
Coinshares Bitcoin Mining Etf Etf (XAGG)	0.0	$38k	+1986%	605.00	63.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$38k		76.00	500.54	View chart
Walt Disney Company (DIS)	0.0	$38k		390.00	96.10	View chart
Deere & Company (DE)	0.0	$37k		59.00	634.34	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.0	$37k		336.00	110.32	View chart
Dollar Tree (DLTR)	0.0	$36k	-14%	300.00	120.95	View chart
S&p Global (SPGI)	0.0	$36k		88.00	407.26	View chart
Annaly Capital Management (NLY)	0.0	$35k	+3%	1.6k	22.36	View chart
Chubb (CB)	0.0	$35k		103.00	338.29	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$35k		344.00	100.35	View chart
Ford Motor Company (F)	0.0	$35k		2.5k	13.90	View chart
Synopsys (SNPS)	0.0	$34k		77.00	446.08	View chart
Sandisk Corp (SNDK)	0.0	$34k	NEW	15.00	2273.73	View chart
PG&E Corporation (PCG)	0.0	$34k	-21%	2.0k	16.81	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$34k		1.8k	18.43	View chart
Packaging Corporation of America (PKG)	0.0	$34k		142.00	236.85	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	0.0	$33k		450.00	74.25	View chart
Verizon Communications (VZ)	0.0	$33k		789.00	42.31	View chart
Colgate-Palmolive Company (CL)	0.0	$33k		359.00	91.58	View chart
Coca-Cola Company (KO)	0.0	$32k	+14%	397.00	81.20	View chart
Everus Constr Group (ECG)	0.0	$32k		192.00	165.95	View chart
Schwab U.s. Dividend Equity Etf Etf (SCHD)	0.0	$32k		1.0k	31.71	View chart
Linde Plc F SHS (LIN)	0.0	$32k		61.00	518.95	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$31k	-14%	215.00	144.39	View chart
Equinix (EQIX)	0.0	$31k		30.00	1034.60	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$31k		265.00	117.04	View chart
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Etf (VSS)	0.0	$31k		200.00	154.29	View chart
Denison Mines Corp (DNN)	0.0	$31k		10k	3.06	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	0.0	$30k	NEW	244.00	124.71	View chart
Abbott Laboratories (ABT)	0.0	$30k		331.00	90.57	View chart
Waste Connections (WCN)	0.0	$30k		179.00	166.69	View chart
Carrier Global Corporation (CARR)	0.0	$30k		404.00	73.28	View chart
Paychex (PAYX)	0.0	$30k		300.00	98.23	View chart
TJX Companies (TJX)	0.0	$29k		194.00	151.50	View chart
Devon Energy Corporation (DVN)	0.0	$29k	NEW	700.00	41.32	View chart
Duke Energy (DUK)	0.0	$28k		223.00	126.28	View chart
Intuitive Surgical (ISRG)	0.0	$28k		70.00	397.69	View chart
Analog Devices (ADI)	0.0	$27k		69.00	394.93	View chart
Vanguard Health Care Index Fund Etf Shares Etf (VHT)	0.0	$27k	-80%	91.00	298.62	View chart
Northrop Grumman Corporation (NOC)	0.0	$27k		54.00	501.24	View chart
Global X Superdividend Etf Etf (SDIV)	0.0	$27k		1.1k	24.44	View chart
Nuscale Pwr Corp Class A Class A (SMR)	0.0	$27k		2.7k	10.03	View chart
Ishares U.s. Oil & Gas Exploration & Productionetf Etf (IEO)	0.0	$27k		245.00	109.44	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Etf (DIA)	0.0	$27k		51.00	519.78	View chart
Keysight Technologies (KEYS)	0.0	$26k		75.00	350.08	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$26k	-33%	229.00	112.00	View chart
Expedia (EXPE)	0.0	$26k		100.00	255.88	View chart
Mondelez Intl Inc Class A Class A (MDLZ)	0.0	$26k		443.00	57.72	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 Q2 filed July 2, 2026
KERR FINANCIAL PLANNING Corp 2025 Q4 restated filed July 1, 2026
KERR FINANCIAL PLANNING Corp 2025 Q3 restated filed July 1, 2026
KERR FINANCIAL PLANNING Corp 2026 Q1 restated filed July 1, 2026
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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