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David Kennon Inc
David Kennon Inc is an institution, managing $277.8M across 36 long positions as of Q3 2025 with 99% ETF concentration, 77% concentrated in top 10 holdings, and 25% allocation to VOO.
- Portfolio Value
- $277.8M
- Positions
- 36
- Top Holding
- VOO at 25.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in David Kennon Inc's portfolio (77.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $70.1M | 25.22% | -$1.1M Sold | — 114.4K shares | |
ETF ETF | $33.9M | 12.19% | -$816.8K Sold | — 103.2K shares | |
ETF ETF | $25.4M | 9.16% | -$905.8K Sold | — 508.8K shares | |
ETF ETF | $21.2M | 7.62% | -$265.9K Sold | — 237.6K shares | |
ETF ETF | $15.9M | 5.72% | -$327.2K Sold | — 216.4K shares | |
ETF ETF | $12.2M | 4.38% | -$176.2K Sold | — 47.8K shares | |
ETF ETF | $11.0M | 3.95% | -$156.0K Sold | — 37.3K shares | |
ETF ETF | $8.9M | 3.22% | -$250.2K Sold | — 365.6K shares | |
ETF ETF | $8.2M | 2.95% | -$372.8K Sold | — 201.7K shares | |
ETF ETF | $7.5M | 2.69% | -$106.1K Sold | — 39.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in David Kennon Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Increased Positions
| Position | Shares Δ |
|---|---|
+150.51% | |
+1.23% | |
+0.52% | |
+0.11% | |
+0.08% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-26.6% | |
-21.87% | |
-17.71% | |
-7.02% | |
-5.37% |
Analytics
Portfolio insights and performance metrics for David Kennon Inc
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