13F filer
Kerr Financial Planning
Some historical filing data is unverified.
Quarter-over-quarter changes and 4Q trends crossing Mar 31, 2026 are hidden until SEC replay succeeds. Current verified holdings remain available.
13F Value
$89.6M
Positions
545
Top Position
QQQ6.3%
Top 5
24.4%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings545
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | 6.3% | $5.6M | — | 7.6K | — | — | ETF |
| 2 | TSLA | 5.1% | $4.6M | — | 10.9K | — | — | Common Stock |
| 3 | NVDA | 5.0% | $4.5M | — | 22.6K | — | — | Common Stock |
| 4 | AAPL | 4.7% | $4.2M | — | 14.5K | — | — | Common Stock |
| 5 | AMD | 3.4% | $3.0M | — | 5.2K | — | — | Common Stock |
| 6 | AMZN | 3.2% | $2.8M | — | 11.9K | — | — | Common Stock |
| 7 | ARKK | 3.1% | $2.8M | — | 34.5K | — | — | ETF |
| 8 | IVV | 2.7% | $2.4M | — | 3.2K | — | — | ETF |
| 9 | JEPI | 2.2% | $2.0M | — | 35.3K | — | — | ETF |
| 10 | IYY | 2.0% | $1.8M | — | 9.8K | — | — | ETF |
| 11 | GRNY | 1.9% | $1.7M | — | 60.9K | — | — | ETF |
| 12 | SMH | 1.7% | $1.6M | — | 2.4K | — | — | ETF |
| 13 | MRVL | 1.7% | $1.5M | — | 5.1K | — | — | Common Stock |
| 14 | AMAT | 1.5% | $1.3M | — | 1.9K | — | — | Common Stock |
| 15 | IWY | 1.5% | $1.3M | — | 4.6K | — | — | ETF |
| 16 | PLTR | 1.4% | $1.3M | — | 10.7K | — | — | Common Stock |
| 17 | IUSB | 1.3% | $1.2M | — | 25.1K | — | — | ETF |
| 18 | ITOT | 1.1% | $956K | — | 5.8K | — | — | ETF |
| 19 | GOOGLFiling details
|
1.0% | $911K | — | 2.5K | — | — | Common Stock |
| 20 | GLW | 1.0% | $906K | — | 3.5K | — | — | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.