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KERR FINANCIAL PLANNING Corp

Q4 2025 13F Holdings

  • Location
    fresno, CA
  • Num holdings

    565

  • Value ($000)

    $73,970

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0002095947
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSLA

TSLA

COM
88160R101
$4.53M
6 %

11,452

A
AAPL

AAPL

COM
037833100
$4.01M
5 %

14,511

N
NVDA

NVDA

COM
67066G104
$3.68M
5 %

21,298

A
AMZN

AMZN

COM
023135106
$2.67M
4 %

12,024

I
IVV

IVV

ETF
464287200
$2.08M
3 %

3,050

J
JEPI

JEPI

ETF
46641Q332
$2.02M
3 %

34,675

A
ARKK

ARKK

ETF
00214Q104
$1.97M
3 %

29,679

I
IYY*

IYY

ETF
464287846
$1.57M
2 %

9,491

P
PLTR

PLTR

CLASS A
69608A108
$1.5M
2 %

11,525

---

GRNY

ETF
886364231
$1.36M
2 %

56,315

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