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CIK: 0002095947
Total reported value
$89.4M
$89.4M
562 檔
22.0%
During the Q3 2025 filing period, KERR FINANCIAL PLANNING Corp (CIK: 0002095947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $89.4M across 562 reported positions.
During Q3 2025, KERR FINANCIAL PLANNING Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 562 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 6.72% | +2.06% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.06% | +2.71% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.55% | +1.74% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.54% | +1.91% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | +0.98% | — | |
| 6 | ARKK | Ark Innovation ETF | ETF-Other | 2.93% | +1.27% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +1.02% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.81% | +0.32% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.98% | +0.71% | — | |
| 10 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.72% | +0.80% | — | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.67% | +2.25% | — | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.62% | +0.59% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | +0.25% | — | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.53% | +0.45% | — | |
| 15 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.18% | +0.78% | — | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.13% | +0.92% | — | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.08% | +0.42% | — | |
| 18 | RMBS | Rambus Inc | Stock-Tech | 1.05% | +0.40% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.36% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.33% | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | +0.19% | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | +0.59% | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | +0.26% | — | |
| 24 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.78% | +0.02% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.38% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.21% | — | |
| 27 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.70% | +0.21% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.19% | — | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | +0.24% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | +0.22% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.24% | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | +1.01% | — | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 0.60% | +1.18% | — | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.58% | +0.18% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | +0.19% | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | +0.13% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.20% | — | |
| 38 | SRE | Sempra | Stock-Utilities | 0.56% | +0.16% | — | |
| 39 | ✓ | Bond | Stock-Other | 0.56% | +0.06% | — | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.55% | +0.32% | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.17% | — | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.54% | +0.62% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | +0.16% | — | |
| 44 | ✓ | Vtv | Stock-Other | 0.52% | +0.19% | — | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.19% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.50% | +0.09% | — | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.49% | +0.15% | — | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.49% | +0.13% | — | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.48% | +0.32% | — | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.45% | +0.17% | — |
According to official SEC Form 13F filings, KERR FINANCIAL PLANNING Corp reported a total U.S. public equity portfolio value of $89.4M across 562 disclosed positions in Q3 2025.
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 TSLA, QQQ, NVDA) accounted for 22.0% of total reported equity market value during Q3 2025.
During Q3 2025, KERR FINANCIAL PLANNING Corp's top holdings by market value included TSLA (6.7%)、QQQ (6.1%)、NVDA (5.5%). The largest single position, TSLA, represented 6.7% of total portfolio value.
In Q3 2025, KERR FINANCIAL PLANNING Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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