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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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