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KERR FINANCIAL PLANNING Corp

Q1 2026 13F Holdings

  • Location
    fresno, CA
  • Num holdings

    528

  • Value ($000)

    $81,381

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0002095947
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

ETF
46090E103
$5.04M
6 %

7,692

N
NVDA

NVIDIA CORP

COM
67066G104
$4.69M
6 %

22,272

T
TSLA

TESLA INC

COM
88160R101
$4.33M
5 %

11,510

A
AAPL

APPLE INC

COM
037833100
$3.94M
5 %

14,601

A
AMZN

AMAZON.COM INC

COM
023135106
$3.13M
4 %

12,127

A
ARKK

ARK INNOVATION ETF

ETF
00214Q104
$2.62M
3 %

34,782

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$2.31M
3 %

3,246

J
JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

ETF
46641Q332
$2.15M
3 %

37,728

I
IYY*

ISHARES DOW JONES U.S. ETF

ETF
464287846
$1.69M
2 %

9,794

A
AMD

ADVANCED MICRO DEVIC

COM
007903107
$1.58M
2 %

4,925

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