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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $90M AUM 549 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 32 New 94 Added 95 Reduced
Page 7 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FSLR FIRST SOLAR INC Energy 500.0 $118K 0.13% $235.96 -7.7%
122 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 1,585.0 $116K 0.13% -275.0 -14.8% $73.41 -1.7%
123 AXP AMERICAN EXPRESS CO Financial Services 341.0 $115K 0.13% -14.0 -3.9% $337.69 -0.4%
124 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 3,605.0 $115K 0.13% -260.0 -6.7% $31.78
125 GTO INVESCO TOTAL RETURN BOND ETF 2,368.0 $111K 0.12% $46.87 -1.4%
126 GEV GE VERNOVA INC Utilities 94.0 $110K 0.12% $1174.86 -8.2%
127 VUG VANGUARD GROWTH INDEX FUND ETF SHARES 1,280.0 $110K 0.12% $86.14 +3.2%
128 V VISA INC CLASS A Financial Services 320.0 $110K 0.12% $343.07 +4.6%
129 DDIV FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF 2,385.0 $108K 0.12% $45.09 +5.7%
130 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 733.0 $107K 0.12% $146.23 +1.0%
131 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 2,876.0 $106K 0.12% +19.0 +0.7% $36.94 +16.0%
132 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 1,101.0 $106K 0.12% +10.0 +0.9% $96.35 +1.7%
133 SOUN SOUNDHOUND AI INC CLASS A Technology 16,000.0 $104K 0.12% -3K -15.8% $6.47 +8.8%
134 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 2,150.0 $103K 0.12% +350.0 +19.4% $47.94 -6.4%
135 CCI CROWN CASTLE INC REIT REIT Real Estate 1,355.0 $103K 0.11% -100.0 -6.9% $75.73 -1.7%
136 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 1,880.0 $101K 0.11% $53.59 +7.5%
137 BBRE JPMORGAN BETABUILDERS MSCI U.S. REIT ETF 925.0 $99K 0.11% $107.27 +0.7%
138 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1,195.0 $99K 0.11% $82.84 -1.1%
139 IJR ISHARES CORE S&P SMALL-CAP ETF 657.0 $97K 0.11% $148.14 +1.1%
140 POINT BRIDGE AMERICA FIRST ETF 1,736.0 $97K 0.11% NEW $55.97
Page 7 of 28  ·  545 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 46.2%
Financial Services 19.8%
Consumer Cyclical 15.5%
Communication Services 4.5%
Industrials 3.7%
Healthcare 3.0%
Energy 2.9%
Consumer Defensive 2.0%
Utilities 1.6%
Real Estate 0.4%