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CIK: 0001954126
Total reported value
$302.6M
$302.6M
36 檔
52.5%
According to the latest 13F quarterly dataset, David Kennon Inc managed an equity portfolio of $302.6M at the end of Q2 2025, spanning 36 distinct U.S. exchange-listed positions.
In Q2 2025, David Kennon Inc adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.67% | +1.41% | +36.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.00% | +0.28% | -1.58% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 9.82% | -0.60% | +1.14% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 7.20% | -4.55% | +3.48% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.70% | +0.13% | -17.78% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.30% | +0.24% | +0.01% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.96% | -0.04% | -0.16% | |
| 8 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 3.27% | -0.36% | -1.98% | |
| 9 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 3.20% | -0.14% | +0.92% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 2.64% | -1.35% | -0.18% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.64% | — | +0.76% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.57% | +0.01% | -0.40% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 2.03% | +0.02% | +5.04% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.63% | -0.07% | +0.06% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 1.62% | -0.06% | -45.50% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.55% | -0.06% | -22.70% | |
| 17 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.49% | -0.11% | -56.73% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.48% | -0.04% | -22.10% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.37% | -0.19% | -4.30% | |
| 20 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.11% | -0.09% | -2.77% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.00% | +0.08% | +0.69% | |
| 22 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.83% | +0.06% | +2.96% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.03% | -0.46% | |
| 24 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.64% | -0.08% | -1.56% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | +0.03% | +3.82% | |
| 26 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.42% | -0.05% | -1.19% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | -1.86% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 29 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.24% | -0.04% | -3.28% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 32 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.14% | -0.03% | -88.65% | |
| 33 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.12% | +0.01% | — | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.10% | — | +4.47% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | -5.49% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.08% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +7.3% | +36.62% | Add |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | +0.9% | +3.48% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -1.58% | Trim |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +2.96% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.1% | -0.16% | Trim |
| 7 | MGC | Vanguard Mega Cap ETF | +0.1% | +0.69% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | 0% | -0.40% | Trim |
| 9 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 10 | VB | Vanguard Small-cap ETF | 0% | +0.01% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 13 | FIDI | Fidelity Intl Hi Div ETF | — | -1.98% | Trim |
| 14 | IWD | Ishares Russell 1000 Value E | — | +3.82% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | — | -1.86% | Trim |
| 16 | BOTZ | Global X Robotics & Artifici | — | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | — | -5.49% | Trim |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | — | +4.47% | Add |
| 19 | XBIL | F/m US Treasury 6 Month Bill | 0% | -3.28% | Trim |
| 20 | AGGY | Wisdomtree Yield Enhanced US | 0% | -1.19% | Trim |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | -0.1% | -1.56% | Trim |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | +0.06% | Add |
| 23 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 24 | VPU | Vanguard Utilities ETF | -0.1% | -0.18% | Trim |
| 25 | AAPL | Apple Inc | -0.1% | -0.46% | Trim |
| 26 | BND | Vanguard Total Bond Market | -0.2% | -4.30% | Trim |
| 27 | VHT | Vanguard Health Care ETF | -0.2% | +5.04% | Add |
| 28 | SPHD | Invesco S&p 500 High Dividen | -0.2% | -2.77% | Trim |
| 29 | ULST | Ss Ultra Short Tm Bond ETF | -0.2% | +0.92% | Add |
| 30 | VNQ | Vanguard Real Estate ETF | -0.2% | +0.76% | Add |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.5% | -22.10% | Trim |
| 32 | VUSB | Vanguard Ultra Short Bond Et | -0.5% | +1.14% | Add |
| 33 | USHY | Ishares Broad Usd High Yield | -0.5% | -22.70% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | -0.9% | -17.78% | Trim |
| 35 | CEMB | Ishares Jp Morgan Em Corpora | -1.2% | -88.65% | Trim |
| 36 | PFFD | Global X US Preferred ETF | -1.6% | -45.50% | Trim |
| 37 | GCOR | Goldman Sachs Access US Agg | -2.2% | -56.73% | Trim |
According to official SEC Form 13F filings, David Kennon Inc reported a total U.S. public equity portfolio value of $302.6M across 36 disclosed positions in Q2 2025.
During Q2 2025, David Kennon Inc's top holdings by market value included VOO (24.7%)、VTI (12.0%)、VUSB (9.8%). The largest single position, VOO, represented 24.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VUSB) accounted for 52.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
MGK
市值: $216.7K
Top Position Liquidated / Trimmed
LLY
前期市值: $225.7K
In Q2 2025, David Kennon Inc made 33 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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