Sign In
test

David Kennon

David Kennon Inc

Assets Managed
$302.631M
Holdings
45
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
8.52%(2Q avg: 3.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in David Kennon Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of David Kennon Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 302.631M in assets, with a quarterly growth rate of 8.52% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by David Kennon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.13%
25.7%
$77.765M
113,227 shares@ $686.81 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.64%
11.73%
$35.498M
95,930 shares@ $370.04 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.21%
6.57%
$19.881M
232,552 shares@ $85.49 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
New Position
6.1%
$18.445M
60,880 shares@ $302.98 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Decreased -1.65%
5.83%
$17.634M
354,232 shares@ $49.78 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.16%
4.69%
$14.193M
46,823 shares@ $303.12 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 282.77%
3.83%
$11.576M
143,679 shares@ $80.58 avg price
FIDI
Fidelity Intl High Div Etf
Recent Activity
Decreased -1.95%
3.09%
$9.331M
340,918 shares@ $27.37 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -0.23%
2.68%
$8.103M
84,031 shares@ $96.44 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -1.03%
2.61%
$7.884M
152,251 shares@ $51.78 avg price

1-10 of 45