Kennedy Investment Group, Inc. ETF holdings
West Deptford, NJ
Reported $87.0M in 49 ETFs in its Form 13F for June 30, 2026.
ETF value
$87.0M
ETFs held
49
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
29.5%
of $294.7M
Top 10 of 49 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $9.6M | 156,378 | +5,720 shares |
| DFAU | Dimensional US Core Equity Market ETF | $9.4M | 182,548 | +12,031 shares |
| FDLO | Fidelity Low Volatility Factor ETF | $6.6M | 96,159 | New position |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | $5.8M | 105,157 | +12,815 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $4.7M | 83,881 | +1,517 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $4.3M | 44,137 | −72,568 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $4.2M | 91,987 | +8,067 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $4.2M | 45,565 | −1,054 shares |
| INCM | Franklin Income Focus ETF | $3.5M | 120,396 | +9,038 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $2.7M | 40,081 | −552 shares |
39 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001978005. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kennedy Investment Group, Inc. own?
Kennedy Investment Group, Inc. reported 49 ETF positions worth $87.0M in its Form 13F for June 30, 2026. The largest was JEPQ, at $9.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.