KERR FINANCIAL PLANNING Corp
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 89,630
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 7/2/2026 | 549 | 89,630 | 13F-HR | KERR FINANCIAL PLANNING Corp |
| Q1 2026 | 7/1/2026 | 529 | 141,876 | 13F-HR/A - RESTATEMENT | KERR FINANCIAL PLANNING Corp |
| Q1 2026 | 4/29/2026 | 528 | 81,381 | 13F-HR | KERR FINANCIAL PLANNING Corp |
| Q4 2025 | 7/1/2026 | 565 | 73,970 | 13F-HR/A - RESTATEMENT | KERR FINANCIAL PLANNING Corp |
| Q4 2025 | 2/10/2026 | 565 | 73,970 | 13F-HR | KERR FINANCIAL PLANNING Corp |
| Q3 2025 | 7/1/2026 | 565 | 70,979 | 13F-HR/A - RESTATEMENT | KERR FINANCIAL PLANNING Corp |
| Q3 2025 | 11/25/2025 | 563 | 70,979 | 13F-HR | KERR FINANCIAL PLANNING Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.51 K | 55.2% | 0 | 54.37 K | -54.37 K |
| ETFs | 40.13 K | 44.8% | 2.129 K | 0 | 2.129 K |
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Fund Snapshot
Q2 2026
Latest filed
7/2/2026
Total value ($000)
89,630
Holdings
549
QoQ value change ($000)
-52,246
(-36.8%)
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.