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ANDREW KERR

Kerr Financial Planning Corp

Assets Managed
$89.63M
Holdings
545
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-36.82%(2Q avg: 27.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kerr Financial Planning Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 545 positions.

Assets under management

The assets under management (AUM) of Kerr Financial Planning Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 89.63M in assets, with a quarterly growth rate of -36.82% and a 2-quarter average growth rate of 27.49%. The portfolio is managed by ANDREW KERR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.02%
6.26%
$5.606M
7,613 shares@ $736.34 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -5.51%
5.11%
$4.574M
10,875 shares@ $420.6 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.34%
5.04%
$4.516M
22,570 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.73%
4.68%
$4.194M
14,494 shares@ $289.35 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 5.35%
3.37%
$3.014M
5,188 shares@ $580.92 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.5%
3.18%
$2.847M
11,944 shares@ $238.33 avg price
ARKK
Ark Innovation Etf
Recent Activity
Decreased -0.72%
3.12%
$2.791M
34,529 shares@ $80.83 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.15%
2.66%
$2.378M
3,176 shares@ $748.81 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -6.53%
2.23%
$1.992M
35,263 shares@ $56.48 avg price
IYY
Ishares Dow Jones U.s. Etf
Recent Activity
Decreased -0.25%
1.99%
$1.781M
9,769 shares@ $182.28 avg price

1-10 of 545