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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001954126
Total reported value
$302.3M
$302.3M
45 檔
56.0%
During the Q2 2026 filing period, David Kennon Inc (CIK: 0001954126) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $302.3M across 45 reported positions.
In Q2 2026, David Kennon Inc adopted a defensive or profit-taking posture, trimming 25 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 | 25.70% | +0.52% | -0.14% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.73% | +0.06% | -3.65% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.57% | +0.01% | -0.22% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.09% | +0.37% | — | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 5.83% | — | -1.66% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.69% | -0.30% | -1.17% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.83% | -0.38% | +282.77% | |
| 8 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 3.08% | -0.01% | -1.96% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.68% | -0.17% | -0.24% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.61% | +0.03% | -1.04% | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.59% | -0.08% | -67.60% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.32% | — | +1.35% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 1.96% | +0.12% | -0.01% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.79% | -0.22% | -37.51% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.46% | +0.07% | -1.01% | |
| 16 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.42% | — | -1.38% | |
| 17 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.28% | -0.05% | +0.09% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.17% | +0.04% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.15% | -0.10% | — | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.13% | — | +0.57% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.12% | -0.01% | +1.09% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.08% | -0.02% | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.02% | -0.05% | -7.57% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.01% | +0.17% | — | |
| 25 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.95% | +0.04% | +0.70% | |
| 26 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.94% | -0.06% | -2.91% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.13% | -0.70% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | +0.03% | +0.61% | |
| 29 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.50% | -0.03% | -6.68% | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.40% | -0.02% | -8.50% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.35% | -0.02% | -4.63% | |
| 32 | PFFD | Global X US Preferred ETF | ETF-Other | 0.23% | -0.04% | -14.82% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.22% | +0.01% | +371.84% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | — | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.17% | -0.01% | -21.60% | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.16% | -0.01% | -13.57% | |
| 39 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.13% | -0.01% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | +0.02% | — | |
| 41 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.09% | — | -25.49% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | — | — | |
| 43 | BIBL | Inspire 100 ETF | ETF-Other | 0.08% | — | -1.35% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.01% | — | |
| 45 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.07% | — | -16.26% |
According to official SEC Form 13F filings, David Kennon Inc reported a total U.S. public equity portfolio value of $302.3M across 45 disclosed positions in Q2 2026.
During Q2 2026, David Kennon Inc's top holdings by market value included VOO (25.7%)、VTI (11.7%)、VXUS (6.6%). The largest single position, VOO, represented 25.7% 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, VXUS) accounted for 56.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
QQQM
市值: $18.4M
Top Position Liquidated / Trimmed
DJD
前期市值: $13.0M
In Q2 2026, David Kennon Inc made 39 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 25 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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