StockDriftsStockDriftsTop 45 David Kennon INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.22% | 113.1K | $79.3M | -0.10%(-118) | $414.80(+69.86%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 11.79% | 95.2K | $35.6M | -0.72%(-689) | $184.04(+104.05%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 6.58% | 234.1K | $19.9M | +0.68%(+1.59K) | $53.16(+56.67%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.46% | 64.1K | $19.5M | +5.29%(+3.22K) | $268.30(+10.24%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 5.83% | 355.5K | $17.6M | +0.36%(+1.29K) | $49.34(+0.34%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 4.39% | 46.7K | $13.3M | -0.25%(-117) | $175.24(+62.31%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.45% | 133.0K | $10.4M | -7.43%(-10.68K) | $48.99(+63.50%) | 2026-09-30 | |
| FIDI | FIDELITY COVINGTON TRUST | 3.07% | 333.9K | $9.3M | -2.05%(-6.99K) | $17.15(+66.53%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.63% | 153.4K | $7.9M | +0.77%(+1.17K) | $33.40(+51.71%) | 2026-09-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.51% | 71.7K | $7.6M | -5.68%(-4.32K) | $44.71(+132.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.11% | — | — | +64.51% |
| Top 20 Holdings Unweighted | +9.98% | +33.03% | — | — | +43.41% |
David Kennon INC reports $302.34M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are VOO (26.2%), VTI (11.8%) and VXUS (6.6%). The top 20 holdings account for 89.11% of reported assets. Its disclosed equity book has returned +47.11% on a three-year cumulative basis. Figures reflect the Q3 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