SEC Form 13F · Q2 2026

KERR FINANCIAL PLANNING Corp

Institutional Holdings Report

13F-HRCA
$89.6M
Portfolio Value
549
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
KERR FINANCIAL PLANNING Corp
CIK
2095947
Accession No.
0002095947-26-000006
Location
FRESNO, CA
Form Type
13F-HR
Portfolio Value
$89.6M
Holdings Reported
549
Reporting Period
Q2 2026
Filed
July 2, 2026

About this Filing

KERR FINANCIAL PLANNING Corp is an institutional investment manager based in FRESNO, CA reporting approximately $89.6M in 13(f) securities across 549 positions as of Q2 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 filing on EDGAR.