David Kennon Inc Portfolio Holdings

David Kennon Inc

  • $252 Million
  • Q3 2025

David Kennon Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $70.1M, Vanguard Total Stock Market Et with a value of $33.9M, Fidelity Nasdaq Composite Inde with a value of $21.2M, Vanguard Star Fd Vanguard Tota with a value of $15.9M, and Vanguard Small Cap ETF with a value of $12.2M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $241M to 252M.

David Kennon Inc is based out at Sarasota, FL

Below you can find more details about David Kennon Inc portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $248 Million
Technology: $2.72 Million
Consumer Cyclical: $619,000
Financial Services: $271,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.1 Million 27.84% of portfolio
114,406
Q3 2025 Reduced 1.57%
$0
$33.9 Million 13.46% of portfolio
103,195
Q3 2025 Reduced 2.36%
$0
$21.2 Million 8.42% of portfolio
237,588
Q3 2025 Reduced 1.24%
$0
$15.9 Million 6.32% of portfolio
216,357
Q3 2025 Reduced 2.02%
$0
$12.2 Million 4.83% of portfolio
47,836
Q3 2025 Reduced 1.43%
$0
$11 Million 4.36% of portfolio
37,348
Q3 2025 Reduced 1.4%
$0
$8.95 Million 3.56% of portfolio
365,550
Q3 2025 Reduced 2.72%
$0
$8.21 Million 3.26% of portfolio
201,742
Q3 2025 Reduced 4.34%
$0
$7.48 Million 2.97% of portfolio
39,504
Q3 2025 Reduced 1.4%
$0
$7.39 Million 2.94% of portfolio
157,815
Q3 2025 Reduced 1.79%
$0
$7.2 Million 2.86% of portfolio
78,733
Q3 2025 Reduced 0.68%
$0
$5.7 Million 2.26% of portfolio
21,952
Q3 2025 Added 0.11%
$0
$4.25 Million 1.69% of portfolio
218,502
Q3 2025 Reduced 4.87%
$0
$4.11 Million 1.63% of portfolio
65,899
Q3 2025 Reduced 1.34%
$0
$4.03 Million 1.6% of portfolio
106,711
Q3 2025 Reduced 3.24%
$0
$3.85 Million 1.53% of portfolio
92,141
Q3 2025 Reduced 4.65%
$0
$3.44 Million 1.37% of portfolio
46,267
Q3 2025 Reduced 7.02%
$0
$2.97 Million 1.18% of portfolio
60,064
Q3 2025 Reduced 4.1%
$0
$2.89 Million 1.15% of portfolio
11,844
Q3 2025 Reduced 0.75%
$0
$2.42 Million 0.96% of portfolio
18,877
Q3 2025 Added 0.52%
$4.3T
$2.29 Million 0.91% of portfolio
8,978
Q3 2025 Reduced 0.48%
$0
$1.69 Million 0.67% of portfolio
57,103
Q3 2025 Reduced 2.33%
$0
$1.56 Million 0.62% of portfolio
7,650
Q3 2025 Added 1.23%
$0
$1.15 Million 0.46% of portfolio
25,887
Q3 2025 Reduced 0.28%
$0
$811,000 0.32% of portfolio
1,213
Q3 2025 Added 0.08%
$2.39T
$619,000 0.25% of portfolio
2,822
Q3 2025 Reduced 5.37%
$0
$596,000 0.24% of portfolio
1,483
Q3 2025 Added 150.51%
$0
$480,000 0.19% of portfolio
721
Q1 2024 New
$3.78T
$437,000 0.17% of portfolio
845
Q1 2025 Reduced 9.63%
$0
$362,000 0.14% of portfolio
10,230
Q1 2024 New
$0
$302,000 0.12% of portfolio
6,551
Q3 2025 Reduced 21.87%
$881B
$271,000 0.11% of portfolio
861
Q2 2025 Reduced 5.49%
$0
$210,000 0.08% of portfolio
2,634
Q3 2025 Reduced 17.71%
Rbb Fd Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.6%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.44%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $252 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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