KERR FINANCIAL PLANNING Corp

Q2 2026 13F-HR Holdings

Location
Fresno, CA
Holdings as of
6/30/2026
Date filed
7/2/2026
Form type
13F-HR
Num holdings
549
Total value ($000)
$89,630
Net value change ($000)
-52,246 (-36.8%)
New positions
28
Sold out positions
9
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 1,430 90.3%
MRVL 791 108.4%
AMAT 637 90.0%
SPACE EX TECH SPACEX CLASS A 566 NEW
QQQ 566 11.2%
MU 541 154.1%
GLW 421 86.8%
SMH 404 35.3%
ARM 379 78.8%
CRWD 341 67.1%
Top Reduces (Value $000, Stocks/ETFs)
AM -60,494 -100.0%
AMZN -287 -9.2%
PLTR -272 -17.8%
JQUA -176 -32.8%
NVDA -174 -3.7%
JEPI -163 -7.6%
LULU -138 -71.1%
MSFT -122 -12.7%
BRRR -122 -100.0%
META -119 -15.2%
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