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KFP
Kerr Financial Planning Portfolio holdings
AUM
$89.6M
1-Year Est. Return
72.71%
This Fund
S&P 500
This Quarter
Est. Return
+15.29%
1 Year Est. Return
+72.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$71M
AUM Growth
–
Cap. Flow
+$67.6M
Cap. Flow
% of AUM
95.23%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
561
New
561
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$4.03M |
| 2 |
Tesla
TSLA
|
+$3.91M |
| 3 |
NVIDIA
NVDA
|
+$3.65M |
| 4 |
Apple
AAPL
|
+$3.3M |
| 5 |
Amazon
AMZN
|
+$2.63M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.35% |
| 2 | Consumer Discretionary | 12.25% |
| 3 | Financials | 6.03% |
| 4 | Communication Services | 2.54% |
| 5 | Healthcare | 2.14% |
Similar funds
AAM
AGAM
AGFVA
MC
LC
VPW
LC
HAS
Kerr Financial Planning's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Kerr Financial Planning, which disclosed 561 positions worth $71M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Invesco QQQ Trust: 7,043 shares worth $4.3M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Consumer Discretionary and Financials.
- Kerr Financial Planning's largest Q3 2025 buy was Invesco QQQ Trust: 7,043 shares worth $4.3M.
- Kerr Financial Planning's ten largest holdings make up 40% of its $71M portfolio in Q3 2025.
- Kerr Financial Planning disclosed 561 positions in Q3 2025, its first 13F filing on record.
Based on Kerr Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.