KERR FINANCIAL PLANNING Corp - Portfolio overview

KERR FINANCIAL PLANNING Corp has 511 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 6.29%
2. NVDA - NVIDIA CORP, 5.85%
3. TSLA - TESLA INC, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.