David Kennon Inc

Q3 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    36

  • Value ($000)

    $277,824

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001954126
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$70.06M
25 %

114,406

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$33.87M
12 %

103,195

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$25.44M
9 %

508,769

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$21.18M
8 %

237,588

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$15.89M
6 %

216,357

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$12.16M
4 %

47,836

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.97M
4 %

37,348

F
FIDI

FIDELITY COVINGTON TRUST

INT HG DIV ETF
316092725
$8.94M
3 %

365,550

U
ULST

SSGA ACTIVE ETF TR

ULT SHT TRM BD
78467V707
$8.21M
3 %

201,742

---

VANGUARD WORLD FD

UTILITIES ETF
92204A876
$7.48M
3 %

39,504

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 36