Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126

13F Portfolio $303M AUM 45 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 7 Added 21 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DJD	INVESCO EXCHANGE TRADED FD T	—	216,952	$13.0M	4.65%	SOLD

Sector Allocation

Technology 62.8%

Financial Services 16.8%

Consumer Cyclical 14.6%

Healthcare 5.8%