David Kennon Inc

CIK 0001954126 · SARASOTA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

David Kennon Inc reported 45 positions worth $302.6M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VOO (25.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$302.6M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.8%
Est. Net Flow (Q)
2026 Q2
10 / 45 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$77.8M25.70%113,227
2VTIVANGUARD INDEX FDSSH$35.5M11.73%95,930
3VXUSVANGUARD STAR FDSSH$19.9M6.57%232,552
4QQQMINVESCO EXCH TRADED FD TR IISH$18.4M6.09%60,880
5VUSBVANGUARD BD INDEX FDSSH$17.6M5.83%354,232
6VBVANGUARD INDEX FDSSH$14.2M4.69%46,823
7VOVANGUARD INDEX FDSSH$11.6M3.83%143,679
8FIDIFIDELITY COVINGTON TRUSTSH$9.3M3.08%340,918
9VNQVANGUARD INDEX FDSSH$8.1M2.68%84,031
10SPEMSPDR INDEX SHS FDSSH$7.9M2.61%152,251

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does David Kennon Inc hold as of Q2 2026?

David Kennon Inc reported 45 positions worth $302.6M in its Q2 2026 13F filing. Largest positions: VOO (25.7%), VTI (11.7%), VXUS (6.6%), QQQM (6.1%) and VUSB (5.8%).

What did David Kennon Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did David Kennon Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.