StockDriftsStockDriftsTop 50 Keener Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 37.13% | 1.14M | $103.8M | +5.22%(+56.71K) | $62.96(+49.06%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 21% | 824.1K | $58.7M | +2.71%(+21.74K) | $48.98(+49.01%) | 2026-06-30 | |
| IJR | ISHARES TR | 9.3% | 175.3K | $26.0M | +2.29%(+3.92K) | $107.04(+38.97%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8% | 245.3K | $22.4M | +6.27%(+14.48K) | $66.90(+41.17%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.72% | 268.0K | $16.0M | +3.77%(+9.74K) | $44.27(+36.45%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.69% | 20.3K | $7.5M | +12.31%(+2.23K) | $271.05(+40.95%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.76% | 97.4K | $4.9M | -3.14%(-3.15K) | $33.57(+54.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.17% | 11.3K | $3.3M | +5.52%(+591) | $225.30(+36.12%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.16% | 53.2K | $3.2M | -11.22%(-6.72K) | $45.43(+39.55%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.15% | 72.7K | $3.2M | +0.00%(+0) | $32.84(+40.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.43% |
Keener Financial Planning LLC reports $279.55M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (37.1%), VEA (21.0%) and IJR (9.3%). The top 20 holdings account for 93.88% of reported assets. Its disclosed equity book has returned +49.37% cumulatively over 10 quarters. 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 Keener Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004495). View Keener Financial Planning LLC’s 13F filings on SEC