Keener Financial Planning LLC
Keener Financial Planning LLC reported 61 positions worth $279.6K as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SPTM (37.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $103.8K | 37.13% | 1,143,398 | — | — | |
| ▸ 2 | VEA | SH | $58.7K | 21.00% | 824,065 | — | — | |
| ▸ 3 | IJR | SH | $26.0K | 9.30% | 175,331 | — | — | |
| ▸ 4 | AVLV | SH | $22.4K | 8.00% | 245,336 | — | — | |
| ▸ 5 | VWO | SH | $16.0K | 5.72% | 268,016 | — | — | |
| ▸ 6 | VTI | SH | $7.5K | 2.69% | 20,336 | — | — | |
| ▸ 7 | SPDW | SH | $4.9K | 1.76% | 97,444 | — | — | |
| ▸ 8 | AAPL | SH | $3.3K | 1.17% | 11,303 | — | — | |
| ▸ 9 | SPYV | SH | $3.2K | 1.16% | 53,193 | — | — | |
| ▸ 10 | DFAC | SH | $3.2K | 1.15% | 72,736 | — | — |
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Frequently Asked Questions
What stocks does Keener Financial Planning LLC hold as of Q2 2026?
Keener Financial Planning LLC reported 61 positions worth $279.6K in its Q2 2026 13F filing. Largest positions: SPTM (37.1%), VEA (21.0%), IJR (9.3%), AVLV (8.0%) and VWO (5.7%).
What did Keener Financial Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keener Financial Planning LLC 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.