KERR FINANCIAL PLANNING Corp ETF holdings
Fresno, CA
Reported $38.9M in 189 ETFs in its Form 13F for June 30, 2026.
ETF value
$38.9M
ETFs held
189
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
43.4%
of $89.6M
Top 10 of 189 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $5.6M | 7,613 | −79 shares |
| ARKK | ARK Innovation ETF | $2.8M | 34,529 | −253 shares |
| IVV | iShares Core S&P 500 ETF | $2.4M | 3,176 | −70 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $2.0M | 35,263 | −2,465 shares |
| IYY | iShares Dow Jones U.S. ETF | $1.8M | 9,769 | −25 shares |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | $1.7M | 60,910 | +1,724 shares |
| SMH | VanEck Semiconductor ETF | $1.6M | 2,364 | +15 shares |
| IWY | iShares Russell Top 200 Growth ETF | $1.3M | 4,571 | −35 shares |
| IUSB | iShares Core Universal USD Bond ETF | $1.2M | 25,052 | −500 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $956K | 5,818 | −75 shares |
179 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) 0002095947. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KERR FINANCIAL PLANNING Corp own?
KERR FINANCIAL PLANNING Corp reported 189 ETF positions worth $38.9M in its Form 13F for June 30, 2026. The largest was QQQ, at $5.6M.
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.