KERR FINANCIAL PLANNING Corp
Q3 2025 13F Holdings
- Locationfresno, CA
- Num holdings
565
- Value ($000)
$70,979
- Date Filed11/25/2025
- Form type13F-HR
- CIK0002095947
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
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|---|---|---|---|---|---|---|---|
TSLA TESLA INC | COM | 88160R101 | $4.77 M | 7 % | 11,273 | ||
NDQ INVSC QQQ TRUST SRS 1 ETF | ETF | 46090E103 | $4.30 M | 6 % | 7,043 | ||
NVDA NVIDIA CORP | COM | 67066G104 | $3.94 M | 6 % | 20,964 | ||
AAPL APPLE INC | COM | 037833100 | $3.93 M | 6 % | 14,596 | ||
AMZN AMAZON.COM INC | COM | 023135106 | $2.70 M | 4 % | 11,598 | ||
ARKK ARK INNOVATION ETF | ETF | 00214Q104 | $2.08 M | 3 % | 27,158 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $2.06 M | 3 % | 3,041 | ||
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A | CLASS A | 69608A108 | $2.00 M | 3 % | 11,525 | ||
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 | $1.40 M | 2 % | 24,688 | ||
IYY* ISHARES DOW JONES US ETF | ETF | 464287846 | $1.22 M | 2 % | 7,459 |
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