Kerr Financial Planning Corp Portfolio Holdings
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
Kerr Financial Planning Corp has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $71 Billion distributed in 565 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $4.77B, Invesco Qqq Trust, Series 1 with a value of $4.3B, Nvidia Corp with a value of $3.94B, Apple Inc. with a value of $3.93B, and Amazon Com Inc with a value of $2.7B.
Examining the 13F form we can see an increase of $71B in the current position value.
Kerr Financial Planning Corp is based out at Fresno, CA
Below you can find more details about Kerr Financial Planning Corp portfolio as well as his latest detailed transactions.
Portfolio value
$71 Billion
ETFs: $28.9 Billion
Technology: $17.7 Billion
Consumer Cyclical: $8.7 Billion
Financial Services: $4.47 Billion
Communication Services: $1.76 Billion
Industrials: $1.38 Billion
Healthcare: $1.37 Billion
Energy: $1.21 Billion
Other: $1.96 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 565
- Current Value $71 Billion
- Filing
- Period Q3 2025
- Filing Date November 25, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 562 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks