David Kennon Inc

CIK 0001954126 • 6 13F filings • Apr 23, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $267.7M36 positionsView on SEC.gov

			% of Portfolio
AMAZON COM INC	COM	$654K	0.2%Prev: 0.2%	2,982 SH	Increased+160 SH
APPLE INC	COM	$1.9M	0.7%Prev: 0.8%	9,021 SH	Decreased+47 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$2.2M	0.8%Prev: 0.9%	18,779 SH	Decreased-1,197 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$19.3M	7.2%Prev: 7.1%	240,571 SH	Decreased+5,895 SH
FIDELITY COVINGTON TRUST	INT HG DIV ETF	$8.8M	3.3%Prev: 3.4%	375,776 SH	Decreased+28,060 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$334K	0.1%Prev: 0.1%	10,230 SH	Decreased
GLOBAL X FDS	US PFD ETF	$4.3M	1.6%Prev: 0.3%	229,687 SH	Increased+186,183 SH
GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$4.0M	1.5%Prev: 1.4%	96,636 SH	Increased+2,613 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$3.0M	1.1%Prev: 1.0%	62,632 SH	Increased+4,815 SH
ISHARES INC	JP MRG EM CRP BD	$381K	0.1%Prev: 0.1%	8,385 SH	Increased+2,464 SH
ISHARES TR	0-5YR HI YL CP	$4.0M	1.5%Prev: 0.2%	91,681 SH	Increased+78,809 SH
ISHARES TR	BROAD USD HIGH	$4.1M	1.5%Prev: 0.2%	110,283 SH	Increased+92,535 SH
ISHARES TR	CORE S&P500 ETF	$752K	0.3%Prev: 0.2%	1,212 SH	Increased+357 SH
ISHARES TR	RUS 1000 VAL ETF	$1.5M	0.5%Prev: 0.6%	7,557 SH	Decreased-816 SH
JPMORGAN CHASE & CO.	COM	$250K	0.1%	861 SH	New
MICROSOFT CORP	COM	$420K	0.2%Prev: 0.1%	845 SH	Increased
RBB FD INC	US TRSRY 6 MNTH	$639K	0.2%Prev: 0.1%	12,743 SH	Increased+5,442 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$6.9M	2.6%	160,694 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$446K	0.2%	721 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$1.7M	0.6%	58,467 SH	New
SSGA ACTIVE ETF TR	ULT SHT TRM BD	$8.6M	3.2%	210,905 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	1.4%Prev: 1.2%	49,761 SH	Increased+4,063 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$26.3M	9.8%Prev: 6.4%	526,886 SH	Increased+166,690 SH
VANGUARD INDEX FDS	MID CAP ETF	$10.6M	4.0%Prev: 3.9%	37,879 SH	Decreased+342 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.1M	2.6%Prev: 2.7%	79,275 SH	Decreased-4,957 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$66.0M	24.7%Prev: 24.3%	116,235 SH	Decreased+2,854 SH
VANGUARD INDEX FDS	SMALL CP ETF	$11.5M	4.3%Prev: 4.4%	48,529 SH	Decreased+1,153 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$32.1M	12.0%Prev: 11.5%	105,684 SH	Increased+6,125 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$255K	0.1%	3,201 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$15.3M	5.7%Prev: 6.4%	220,811 SH	Decreased-12,243 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.4M	1.6%Prev: 0.5%	66,795 SH	Increased+46,954 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$5.4M	2.0%Prev: 1.9%	21,927 SH	Increased+2,096 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$2.7M	1.0%Prev: 1.4%	11,933 SH	Decreased-4,400 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$217K	0.1%Prev: 0.2%	592 SH	Decreased-999 SH
VANGUARD WORLD FD	UTILITIES ETF	$7.1M	2.6%Prev: 3.1%	40,064 SH	Decreased-4,109 SH
WISDOMTREE TR	YIELD ENHANCD US	$1.1M	0.4%Prev: 0.4%	25,960 SH	Increased+346 SH

Sold (vs prior filing)

ELI LILLY & CO — $206K
INVESCO EXCHANGE TRADED FD T — $13.0M
ISHARES TR — $3.4M
ISHARES TR — $3.4M
JPMORGAN CHASE & CO — $209K
NORTHERN LTS FD TR IV — $207K
SPDR INDEX SHS FDS — $7.2M
SPDR SERIES TRUST — $1.6M
SSGA ACTIVE ETF TR — $4.4M
STATE STR SPDR S&P 500 ETF T — $469K
VANGUARD SCOTTSDALE FDS — $7.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001954126-26-000005	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001954126-26-000001	$281.3M	View
Nov 10, 2025	Q3 2025