StockDriftsStockDriftsTop 45 David Kennon Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 25.7% | 113.2K | $77.8M | -0.14%(-154) | $414.80(+71.81%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 11.73% | 95.9K | $35.5M | -3.65%(-3.63K) | $184.04(+108.30%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.57% | 232.6K | $19.9M | -0.22%(-502) | $52.94(+66.47%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.09% | 60.9K | $18.4M | new | $266.42(+13.14%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 5.83% | 354.2K | $17.6M | -1.66%(-5.96K) | $49.34(+0.78%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.69% | 46.8K | $14.2M | -1.17%(-553) | $175.24(+76.03%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.83% | 143.7K | $11.6M | -4.31%(-6.47K) | $48.99(+72.15%) | 2026-06-30 | |
| FIDI | FIDELITY COVINGTON TRUST | 3.08% | 340.9K | $9.3M | -1.96%(-6.80K) | $17.15(+70.61%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.68% | 84.0K | $8.1M | -0.24%(-201) | $85.82(+13.96%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.61% | 152.3K | $7.9M | -1.04%(-1.59K) | $33.26(+58.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.30% | — | — | +64.67% |
| Top 20 Holdings Unweighted | +9.12% | +29.93% | — | — | +45.34% |
David Kennon Inc reports $302.63M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.7%), VTI (11.7%) and VXUS (6.6%). The top 20 holdings account for 89.08% of reported assets. Its disclosed equity book has returned +42.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from David Kennon Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954126). View David Kennon Inc’s 13F filings on SEC