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CIK: 0001954126
Total reported value
$302.6M
$302.6M
41 檔
51.4%
As reported in its official Q1 2026 Form 13F filing, David Kennon Inc's tracked investment portfolio stood at $302.6M with 41 total positions.
David Kennon Inc executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, ONEQ) accounted for 51.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGSH
市值: $7.0M
Top Position Liquidated / Trimmed
VCSH
前期市值: $222.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.29% | +1.41% | +1.45% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.45% | +0.28% | -2.72% | |
| 3 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 7.15% | -4.55% | +1.83% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.44% | +0.13% | +10.56% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.43% | -0.60% | -8.18% | |
| 6 | DJD | Invesco Dow Jones Industrial | ETF-Other | 4.65% | -4.65% | EXIT | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.45% | +0.24% | +0.05% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.87% | -0.04% | +1.55% | |
| 9 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 3.44% | -0.36% | -4.53% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 3.14% | -1.35% | +15.02% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.68% | — | +2.46% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.59% | +0.01% | -0.45% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.50% | -0.18% | — | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.94% | +0.02% | -12.01% | |
| 15 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.56% | -0.14% | +1.88% | |
| 16 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.39% | -0.11% | +0.95% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.38% | +0.08% | +36.71% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.22% | -0.09% | — | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.21% | -0.09% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | -0.19% | -0.68% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.03% | -0.09% | -0.90% | |
| 22 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.89% | +0.06% | +4.08% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.03% | +0.22% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | +0.03% | +4.87% | |
| 25 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.08% | -0.64% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.47% | -0.07% | -70.19% | |
| 27 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.40% | -0.05% | — | |
| 28 | PFFD | Global X US Preferred ETF | ETF-Other | 0.29% | -0.06% | -80.19% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.23% | -0.06% | -83.48% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | — | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.21% | +0.01% | -0.81% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | -29.63% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.20% | -0.04% | -85.62% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 35 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.13% | -0.04% | -25.60% | |
| 36 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.12% | +0.01% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.01% | — | |
| 38 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.10% | -0.03% | -4.90% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -14.32% | |
| 40 | BIBL | Inspire 100 ETF | ETF-Other | 0.07% | +0.01% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.02% | — |
According to official SEC Form 13F filings, David Kennon Inc reported a total U.S. public equity portfolio value of $302.6M across 41 disclosed positions in Q1 2026.
During Q1 2026, David Kennon Inc's top holdings by market value included VOO (24.3%)、VTI (11.4%)、ONEQ (7.2%). The largest single position, VOO, represented 24.3% of total portfolio value.
In Q1 2026, David Kennon Inc made 36 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 17 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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