SEC Form 13F · Q1 2026

KERR FINANCIAL PLANNING Corp

Institutional Holdings Report (Amended)

13F-HR/ACA
$141.9M
Portfolio Value
529
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
KERR FINANCIAL PLANNING Corp
CIK
2095947
Accession No.
0002095947-26-000005
Location
FRESNO, CA
Form Type
13F-HR/A (Amendment)
Portfolio Value
$141.9M
Holdings Reported
529
Reporting Period
Q1 2026
Filed
July 1, 2026

About this Filing

KERR FINANCIAL PLANNING Corp is an institutional investment manager based in FRESNO, CA reporting approximately $141.9M in 13(f) securities across 529 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.