David Kennon Inc
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 302,631
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 45 | 302,631 | 13F-HR | David Kennon Inc |
| Q1 2026 | 4/28/2026 | 41 | 278,884 | 13F-HR | David Kennon Inc |
| Q4 2025 | 1/26/2026 | 38 | 281,348 | 13F-HR | David Kennon Inc |
| Q3 2025 | 11/10/2025 | 36 | 277,824 | 13F-HR | David Kennon Inc |
| Q2 2025 | 7/17/2025 | 36 | 267,651 | 13F-HR | David Kennon Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.25 K | 4.4% | 0 | 11.75 K | -11.75 K |
| ETFs | 289.4 K | 95.6% | 35.5 K | 0 | 35.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
302,631
Holdings
45
QoQ value change ($000)
23,747
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.