Investor
David Kennon Inc
CIK 0001954126 · filed 2026-04-29 · SEC filing
13F book
$278.9M
Positions
41
4 new · 1 sold
Largest name
24.3%
Vanguard Index Fds
Est. mark
−$5.33M
Price effect on 37 names still held. Flow $2.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 113.4K | $67.8M | 24.3% | −$3.31M | Added−$2.34M |
| Vanguard Index Fds | — | 99.6K | $31.9M | 11.5% | −$1.44M | Cut−$2.37M |
| Fidelity Comwlth Tr | — | 234.7K | $19.9M | 7.1% | −$1.5M | Added−$1.14M |
| Vanguard Star Fds | — | 233.1K | $18M | 6.4% | $352K | Added$2.07M |
| Vanguard Bd Index Fds | — | 360.2K | $17.9M | 6.4% | −$19.8K | Cut−$1.62M |
| Invesco Exchange Traded Fd T | — | 217K | $13M | 4.6% | $535.7K | Added$1.19M |
| Vanguard Index Fds | — | 47.4K | $12.4M | 4.4% | $188K | Added$194K |
| Vanguard Index Fds | — | 37.5K | $10.8M | 3.9% | −$112.4K | Added$51.9K |
| Fidelity Covington Trust | — | 347.7K | $9.6M | 3.4% | $589.4K | Cut$161.6K |
| Vanguard World Fd | — | 44.2K | $8.75M | 3.1% | $503.2K | Added$1.65M |
| Vanguard Index Fds | — | 84.2K | $7.47M | 2.7% | $17.3K | Added$196.9K |
| Spdr Index Shs Fds | — | 153.8K | $7.22M | 2.6% | $15.4K | Cut−$17K |
| Vanguard Scottsdale Fds | — | 119K | $6.97M | 2.5% | — | New |
| Vanguard World Fd | — | 19.8K | $5.4M | 1.9% | −$307.8K | Cut−$1.09M |
| Ssga Active Etf Tr | — | 107.6K | $4.36M | 1.6% | −$531 | Added$80K |
| Goldman Sachs Etf Tr | — | 94K | $3.89M | 1.4% | −$18.6K | Added$18K |
| Vanguard World Fd | — | 16.3K | $3.86M | 1.4% | −$177.2K | Added$859.4K |
| Ishares Tr | — | 67.1K | $3.4M | 1.2% | — | New |
| Ishares Tr | — | 64.1K | $3.37M | 1.2% | — | New |
| Vanguard Bd Index Fds | — | 45.7K | $3.37M | 1.2% | −$19.6K | Cut−$42.7K |
| Invesco Exch Traded Fd Tr Ii | — | 57.8K | $2.87M | 1.0% | $93.1K | Cut$67.8K |
| Bny Mellon Etf Trust | — | 20K | $2.49M | 0.9% | −$115K | Added−$17.1K |
| Apple Inc. | AAPL | 8.97K | $2.28M | 0.8% | −$161.8K | Added−$156.7K |
| Ishares Tr | — | 8.37K | $1.79M | 0.6% | $26.6K | Added$109.7K |
| Spdr Series Trust | — | 55.9K | $1.62M | 0.6% | −$17.3K | Cut−$27.9K |
| Vanguard Whitehall Fds | — | 19.8K | $1.3M | 0.5% | −$34.5K | Cut−$3.18M |
| Wisdomtree Tr | — | 25.6K | $1.11M | 0.4% | −$15.4K | Held |
| Global X Fds | — | 43.5K | $800.5K | 0.3% | −$22.2K | Cut−$3.35M |
| Ishares Tr | — | 17.7K | $653.8K | 0.2% | −$9.85K | Cut−$3.36M |
| Amazon Com Inc | AMZN | 2.82K | $587.7K | 0.2% | −$63.6K | Held |
| Vanguard World Fd | — | 1.59K | $584.6K | 0.2% | −$72.1K | Cut−$77.5K |
| Ishares Tr | — | 855 | $558.2K | 0.2% | −$27.5K | Cut−$274.2K |
| Ishares Tr | — | 12.9K | $544.6K | 0.2% | −$7.21K | Cut−$3.29M |
| Spdr S&P 500 Etf Tr | — | 722 | $469.4K | 0.2% | −$22.7K | Held |
| Rbb Fd Inc | — | 7.3K | $365.3K | 0.1% | −$292 | Cut−$126.1K |
| Global X Fds | — | 10.2K | $339.8K | 0.1% | −$30.8K | Held |
| Microsoft Corp | MSFT | 845 | $312.8K | 0.1% | −$95.8K | Held |
| Ishares Inc | — | 5.92K | $268.1K | 0.1% | −$3.49K | Cut−$17.5K |
| Jpmorgan Chase & Co. | — | 712 | $209.4K | 0.1% | −$20K | Cut−$58.3K |
| Northern Lts Fd Tr Iv | — | 4.38K | $206.7K | 0.1% | — | New |
| Eli Lilly & Co | LLY | 224 | $205.6K | 0.1% | −$34.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.