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David Kennon Inc

Q2 2026 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    45

  • Value ($000)

    $302,631

  • Date Filed
    07/22/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$77.77M
26 %

113,227

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$35.5M
12 %

95,930

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$19.88M
7 %

232,552

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$18.44M
6 %

60,880

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$17.63M
6 %

354,232

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$14.19M
5 %

46,823

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$11.58M
4 %

143,679

F
FIDI

FIDELITY COVINGTON TRUST

INT HG DIV ETF
316092725
$9.33M
3 %

340,918

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$8.1M
3 %

84,031

S
SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
78463X509
$7.88M
3 %

152,251

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