KERR FINANCIAL PLANNING Corp

Q1 2026 13F-HR/A Holdings

Location
Fresno, CA
Holdings as of
3/31/2026
Date filed
7/1/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
529
Total value ($000)
$141,876
Net value change ($000)
+67,906 (91.8%)
New positions
37
Sold out positions
22
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AM 60,496 672177.8%
QQQ 5,040 NEW
NVDA 1,009 27.4%
ARKK 650 32.9%
AMD 641 68.0%
UMBF 628 2325.9%
AMZN 460 17.2%
MRVL 357 95.7%
SMH 347 43.4%
XLE 311 128.5%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -201 -4.4%
VYM -194 -90.2%
MAGA -147 -97.4%
WFC -137 -31.1%
RMBS -126 -16.0%
TER -82 -100.0%
AAPL -74 -1.8%
AMGN -74 -22.1%
GE -70 -37.8%
OPEN -63 -91.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type