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ANDREW KERR

Kerr Financial Planning Corp

Assets Managed
$81.381M
Holdings
522
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
10.02%(2Q avg: 7.12%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kerr Financial Planning Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 522 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 81.381M in assets, with a quarterly growth rate of 10.02% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by ANDREW KERR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
6.2%
$5.04M
7,692 shares@ $655.23 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.58%
5.77%
$4.69M
22,272 shares@ $210.6 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.51%
5.32%
$4.327M
11,510 shares@ $375.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.63%
4.84%
$3.938M
14,601 shares@ $269.74 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.86%
3.86%
$3.134M
12,127 shares@ $258.41 avg price
ARKK
Ark Innovation Etf
Recent Activity
Increased 17.2%
3.23%
$2.623M
34,782 shares@ $75.42 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.43%
2.85%
$2.315M
3,246 shares@ $713.16 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 8.81%
2.65%
$2.155M
37,728 shares@ $57.12 avg price
IYY
Ishares Dow Jones U.s. Etf
Recent Activity
Increased 3.2%
2.08%
$1.691M
9,794 shares@ $172.71 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -0.24%
1.95%
$1.584M
4,925 shares@ $321.7 avg price

1-10 of 522