Institutional Manager · CIK 0002095947
KERR FINANCIAL PLANNING Corp
FRESNO, CA · File #028-25892
Latest AUM
$74.0M
Positions
565
Top-10 Concentration
52.2%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TSLA | TSLA | 11,452 | $4.5M | 9.32% |
| 2 | AAPL | AAPL | 14,511 | $4.0M | 8.26% |
| 3 | NVDA | NVDA | 21,298 | $3.7M | 7.57% |
| 4 | AMZN | AMZN | 12,024 | $2.7M | 5.50% |
| 5 | IVV | 464287200 | 3,050 | $2.1M | 4.28% |
| 6 | JEPI | 46641Q332 | 34,675 | $2.0M | 4.16% |
| 7 | ARKK | 00214Q104 | 29,679 | $2.0M | 4.06% |
| 8 | IYY | 464287846 | 9,491 | $1.6M | 3.22% |
| 9 | PLTR | PLTR | 11,525 | $1.5M | 3.08% |
| 10 | GRNY | 886364231 | 56,315 | $1.4M | 2.79% |
| 11 | IWY | 464289438 | 4,428 | $1.2M | 2.38% |
| 12 | IUSB | 46434V613 | 23,002 | $1.1M | 2.21% |
| 13 | AMD | AMD | 4,937 | $943,214 | 1.94% |
| 14 | SMH | 92189F676 | 2,323 | $886,169 | 1.82% |
| 15 | MSFT | MSFT | 2,189 | $871,784 | 1.79% |
| 16 | VANECK SEMICONDUCTOR ETF | 92189F676 | 2,317 | $799,262 | 1.64% |
| 17 | RMBS | RMBS | 7,950 | $786,573 | 1.62% |
| 18 | ITOT | 464287150 | 5,008 | $742,282 | 1.53% |
| 19 | JPM | VYLD | 2,396 | $740,627 | 1.52% |
| 20 | GOOGL | GOOG | 2,206 | $722,895 | 1.49% |