BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126
13F Portfolio $279M AUM 41 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 12 Added 16 Reduced 1 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPHD INVESCO EXCH TRADED FD TR II 57,817.0 $2.9M 1.03% -527.0 -0.9% $49.61 +3.0%
22 BKLC BNY MELLON ETF TRUST 19,976.0 $2.5M 0.89% +784.0 +4.1% $124.81 +12.9%
23 AAPL APPLE INC Technology 8,974.0 $2.3M 0.82% $253.80 +8.4%
24 IWD ISHARES TR 8,373.0 $1.8M 0.64% +389.0 +4.9% $213.67 +14.5%
25 SPBO SPDR SERIES TRUST 55,946.0 $1.6M 0.58% -359.0 -0.6% $29.03 +0.4%
26 VWOB VANGUARD WHITEHALL FDS 19,841.0 $1.3M 0.47% -47K -70.2% $65.69 +2.4%
27 AGGY WISDOMTREE TR 25,614.0 $1.1M 0.40% $43.45 +0.3%
28 PFFD GLOBAL X FDS 43,504.0 $800K 0.29% -176K -80.2% $18.40 +1.4%
29 USHY ISHARES TR 17,748.0 $654K 0.23% -90K -83.5% $36.84 +0.4%
30 AMZN AMAZON COM INC Consumer Cyclical 2,822.0 $588K 0.21% $208.27 +9.0%
31 MGK VANGUARD WORLD FD 1,591.0 $585K 0.21% -13.0 -0.8% $367.44 -77.0%
32 IVV ISHARES TR 855.0 $558K 0.20% -360.0 -29.6% $652.84 +12.9%
33 SHYG ISHARES TR 12,872.0 $545K 0.20% -77K -85.6% $42.31 +0.2%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 722.0 $469K 0.17% $650.09 +12.8%
35 XBIL RBB FD INC 7,301.0 $365K 0.13% -3K -25.6% $50.03 +0.2%
36 BOTZ GLOBAL X FDS 10,230.0 $340K 0.12% $33.22 +10.2%
37 MSFT MICROSOFT CORP Technology 845.0 $313K 0.11% $370.13 -4.7%
38 CEMB ISHARES INC 5,921.0 $268K 0.10% -305.0 -4.9% $45.28 +0.9%
39 JPM JPMORGAN CHASE & CO Financial Services 712.0 $209K 0.07% -119.0 -14.3% $294.16 +13.9%
40 BIBL NORTHERN LTS FD TR IV 4,383.0 $207K 0.07% NEW $47.15 +21.8%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 63.8%
Financial Services 16.7%
Consumer Cyclical 14.5%
Healthcare 5.1%