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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $81M AUM 528 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 179 Added 135 Reduced 23 Exited
Page 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GE AEROSPACE Industrials 402.0 $115K 0.14% -200.0 -33.2% $284.91 -1.2%
42 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 3,375.0 $108K 0.13% -3K -49.6% $31.86 +2.4%
43 DDIV FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF 2,385.0 $105K 0.13% -182.0 -7.1% $44.10 +2.0%
44 LRCX LAM RESH CORP Technology 423.0 $104K 0.13% -93.0 -18.0% $246.65 +15.4%
45 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,765.0 $104K 0.13% -125.0 -6.6% $59.10 +0.9%
46 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 1,091.0 $104K 0.13% -1K -53.3% $95.30 -0.3%
47 BITO PROSHARES BITCOIN ETF 9,892.0 $103K 0.13% -2K -18.7% $10.42 +0.7%
48 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 1,877.0 $98K 0.12% -1K -43.8% $52.00 -0.5%
49 IJR ISHARES CORE S&P SMALL-CAP ETF 655.0 $89K 0.11% -9.0 -1.4% $135.65 -0.9%
50 PDX PIMCO DYNAMIC INCOME Financial Services 4,539.0 $79K 0.10% -458.0 -9.2% $17.47 +23.6%
51 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,800.0 $75K 0.09% -309.0 -14.7% $41.41 +8.0%
52 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 2,009.0 $68K 0.08% -12.0 -0.6% $33.63 +1.0%
53 UBER UBER TECHNOLOGIES INC Technology 900.0 $67K 0.08% -200.0 -18.2% $74.60 +0.7%
54 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 835.0 $67K 0.08% -835.0 -50.0% $79.66 +2.3%
55 LOW LOWES COS INC Consumer Cyclical 250.0 $60K 0.07% -3.0 -1.2% $240.84 -9.3%
56 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 884.0 $60K 0.07% -884.0 -50.0% $67.66 +2.7%
57 IAT ISHARES U.S. REGIONAL BANKS ETF 1,000.0 $58K 0.07% -200.0 -16.7% $58.49 -4.5%
58 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 153.0 $54K 0.07% -153.0 -50.0% $349.90 +3.6%
59 SMLF ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF 656.0 $53K 0.07% -251.0 -27.7% $81.20 +0.7%
60 COF CAPITAL ONE FINL CORP Financial Services 270.0 $52K 0.06% -33.0 -10.9% $192.12 -2.6%
Page 3 of 7  ·  135 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 40.5%
Financial Services 21.4%
Consumer Cyclical 17.7%
Communication Services 5.3%
Industrials 3.8%
Energy 3.6%
Healthcare 2.9%
Consumer Defensive 2.1%
Utilities 1.6%
Real Estate 0.6%