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David Kennon Inc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001954126

$302.6M

disclosed book value

45

positions

25.7%

largest position share

Positions, as of 2026-06-30

top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS113,227$77.8M25.7%
2VTIVANGUARD INDEX FDS95,930$35.5M11.7%
3VXUSVANGUARD STAR FDS232,552$19.9M6.6%
4QQQMINVESCO EXCH TRADED FD TR II60,880$18.4M6.1%
5VUSBVANGUARD BD INDEX FDS354,232$17.6M5.8%
6VBVANGUARD INDEX FDS46,823$14.2M4.7%
7VOVANGUARD INDEX FDS143,679$11.6M3.8%
8FIDIFIDELITY COVINGTON TRUST340,918$9.3M3.1%
9VNQVANGUARD INDEX FDS84,031$8.1M2.7%
10SPEMSPDR INDEX SHS FDS152,251$7.9M2.6%
11ONEQFIDELITY COMWLTH TR76,041$7.8M2.6%
12VGSHVANGUARD SCOTTSDALE FDS120,630$7.0M2.3%
13VHTVANGUARD WORLD FD19,829$5.9M2%
14VPUVANGUARD WORLD FD27,602$5.4M1.8%
15MGCVANGUARD WORLD FD16,168$4.4M1.5%
16ULSTSSGA ACTIVE ETF TR106,107$4.3M1.4%
17GCORGOLDMAN SACHS ETF TR94,106$3.9M1.3%
18XLKSELECT SECTOR SPDR TR18,579$3.5M1.2%
19XLISELECT SECTOR SPDR TR18,779$3.5M1.1%
20ICSHISHARES TR67,495$3.4M1.1%
21IGSBISHARES TR64,760$3.4M1.1%
22XLPSELECT SECTOR SPDR TR39,182$3.3M1.1%
23BNDVANGUARD BD INDEX FDS42,239$3.1M1%
24XLESELECT SECTOR SPDR TR57,428$3.1M1%
25BKLCBNY MELLON ETF TRUST20,115$2.9M1%
26SPHDINVESCO EXCH TRADED FD TR II56,137$2.9M0.9%
27AAPLAPPLE INC8,911$2.6M0.9%
28IWDISHARES TR8,424$2.0M0.7%
29SPBOSPDR SERIES TRUST52,207$1.5M0.5%
30VWOBVANGUARD WHITEHALL FDS18,155$1.2M0.4%
31AGGYWISDOMTREE TR24,427$1.1M0.4%
32PFFDGLOBAL X FDS37,058$692,6140.2%
33AMZNAMAZON COM INC2,822$672,5950.2%
34MGKVANGUARD WORLD FD7,507$659,9410.2%
35IVVISHARES TR855$640,3120.2%
36SPYSTATE STR SPDR S&P 500 ETF T722$539,0560.2%
37USHYISHARES TR13,914$515,0960.2%
38SHYGISHARES TR11,125$471,8110.2%
39BOTZGLOBAL X FDS10,230$388,1260.1%
40MSFTMICROSOFT CORP845$315,1970.1%
41XBILRBB FD INC5,440$272,0000.1%
42LLYELI LILLY & CO224$268,1960.1%
43BIBLNORTHERN LTS FD TR IV4,324$250,2730.1%
44JPMJPMORGAN CHASE & CO712$233,0590.1%
45CEMBISHARES INC4,958$226,3330.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.