StockDriftsStockDriftsTop 50 KERR FINANCIAL PLANNING Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.25% | 7.6K | $5.6M | -1.03%(-79) | $577.67(+26.80%) | 2026-06-30 | |
| TSLA | TESLA INC | 5.1% | 10.9K | $4.6M | -5.52%(-635) | $342.50(-0.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 5.04% | 22.6K | $4.5M | +1.34%(+298) | $172.98(+30.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.68% | 14.5K | $4.2M | -0.73%(-107) | $234.54(+30.20%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES I | 3.36% | 5.2K | $3.0M | +5.34%(+263) | $164.51(+211.38%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.18% | 11.9K | $2.8M | -1.51%(-183) | $219.68(+19.51%) | 2026-06-30 | |
| ARKK | ARK INNOVATION ETF | 3.11% | 34.5K | $2.8M | -0.73%(-253) | $77.67(+4.42%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.65% | 3.2K | $2.4M | -2.16%(-70) | $646.64(+20.46%) | 2026-06-30 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2.22% | 35.3K | $2.0M | -6.53%(-2.46K) | $57.01(+1.53%) | 2026-06-30 | |
| IYY | ISHARES DOW JONES U.S. ETF | 1.99% | 9.8K | $1.8M | -0.26%(-25) | $158.39(+19.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.28% |
KERR FINANCIAL PLANNING Corp reports $89.63M in US-listed equity holdings across 545 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (6.3%), TSLA (5.1%) and NVDA (5.0%). The top 20 holdings account for 51.66% of reported assets. Its disclosed equity book has returned +3.21% cumulatively over 3 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 KERR FINANCIAL PLANNING Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095947). View KERR FINANCIAL PLANNING Corp’s 13F filings on SEC