KERR FINANCIAL PLANNING Corp
CIK 2095947 · Holdings on Sep 30, 2025 · First reported Nov 25, 2025
Top ten holdings
Q3 2025- TSLA6.72%
- QQQ6.06%
- NVDA5.55%
- AAPL5.54%
- AMZN3.81%
- ARKK2.93%
- IVV2.90%
- PLTR2.81%
- JEPI1.98%
- IYY1.72%
Share classes counted separately40.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TSLATESLA INC View history and evidence | $4.77M | 6.72% | 11.27K shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $4.30M | 6.06% | 7.04K shares | Prior unavailable — | — | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $3.94M | 5.55% | 20.96K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $3.93M | 5.54% | 14.60K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $2.70M | 3.81% | 11.60K shares | Prior unavailable — | — | ↗▾ |
| 06 | ARKKARK INNOVATION ETFETF View history and evidence | $2.08M | 2.93% | 27.16K shares | Prior unavailable — | — | ↗▾ |
| 07 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $2.06M | 2.90% | 3.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | PLTRPALANTIR TECHNOLOGIES INC-ACLASS A View history and evidence | $2.00M | 2.81% | 11.53K shares | Prior unavailable — | — | ↗▾ |
| 09 | JEPIJPMORGAN EQUITY PREMIUM INCOETF View history and evidence | $1.40M | 1.98% | 24.69K shares | Prior unavailable — | — | ↗▾ |
| 10 | IYYISHARES DOW JONES U.S. ETFETF View history and evidence | $1.22M | 1.72% | 7.46K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2095947 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-25
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002095947-26-000004",
"cover_total": 70990464,
"filing_date": "2026-07-01",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 561,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0002095947-25-000001",
"filing_date": "2025-11-25",
"confidential": false,
"cover_table_value_total_raw": 70978857
}
],
"cover_table_value": 70978857
}Research all 562 reported holdings.
This page includes 30 of 562 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.