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David Kennon Inc

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13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $302,631,380 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 72.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001954126-26-000004

Period
2026-06-30
Reported value
$303M
Holdings
45
Top 10 weight
72.8%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQMnew+60,880$18.4M
VOadded+106,142$8.55M
XLKnew+18,579$3.54M
XLInew+18,779$3.48M
XLPnew+39,182$3.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ONEQreduced-158,635-$16.4M
DJDexited-216,952-$13M
VPUreduced-16,571-$3.24M
VTIreduced-3,629-$1.34M
VUSBreduced-5,964-$297K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001954126-26-000004, largest first. % of portfolio is the value over $302,631,380, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,914 shares; 2024Q4: 86,771 shares; 2025Q1: 85,082 shares; 2025Q2: 116,235 shares; 2025Q3: 114,406 shares; 2025Q4: 111,761 shares; 2026Q1: 113,381 shares; 2026Q2: 113,227 shares 113,227$77.8M25.7%-154Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,552 shares; 2024Q4: 107,449 shares; 2025Q1: 107,382 shares; 2025Q2: 105,684 shares; 2025Q3: 103,195 shares; 2025Q4: 102,338 shares; 2026Q1: 99,559 shares; 2026Q2: 95,930 shares 95,930$35.5M11.73%-3,629Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,910 shares; 2024Q4: 265,611 shares; 2025Q1: 268,557 shares; 2025Q2: 220,811 shares; 2025Q3: 216,357 shares; 2025Q4: 210,800 shares; 2026Q1: 233,054 shares; 2026Q2: 232,552 shares 232,552$19.9M6.57%-502Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,880 shares 60,880$18.4M6.09%newTimeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,386 shares; 2024Q4: 467,321 shares; 2025Q1: 520,961 shares; 2025Q2: 526,886 shares; 2025Q3: 508,769 shares; 2025Q4: 392,286 shares; 2026Q1: 360,196 shares; 2026Q2: 354,232 shares 354,232$17.6M5.83%-5,964Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,619 shares; 2024Q4: 49,733 shares; 2025Q1: 48,526 shares; 2025Q2: 48,529 shares; 2025Q3: 47,836 shares; 2025Q4: 47,353 shares; 2026Q1: 47,376 shares; 2026Q2: 46,823 shares 46,823$14.2M4.69%-553Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,486 shares; 2024Q4: 38,681 shares; 2025Q1: 37,940 shares; 2025Q2: 37,879 shares; 2025Q3: 37,348 shares; 2025Q4: 36,965 shares; 2026Q1: 37,537 shares; 2026Q2: 143,679 shares 143,679$11.6M3.83%+106,142Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,148 shares; 2024Q4: 385,773 shares; 2025Q1: 383,365 shares; 2025Q2: 375,776 shares; 2025Q3: 365,550 shares; 2025Q4: 364,226 shares; 2026Q1: 347,716 shares; 2026Q2: 340,918 shares 340,918$9.33M3.08%-6,798Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,035 shares; 2024Q4: 77,908 shares; 2025Q1: 78,680 shares; 2025Q2: 79,275 shares; 2025Q3: 78,733 shares; 2025Q4: 82,207 shares; 2026Q1: 84,232 shares; 2026Q2: 84,031 shares 84,031$8.1M2.68%-201Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,962 shares; 2024Q4: 161,311 shares; 2025Q1: 161,341 shares; 2025Q2: 160,694 shares; 2025Q3: 157,815 shares; 2025Q4: 154,536 shares; 2026Q1: 153,844 shares; 2026Q2: 152,251 shares 152,251$7.88M2.61%-1,593Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,215 shares; 2024Q4: 248,699 shares; 2025Q1: 232,492 shares; 2025Q2: 240,571 shares; 2025Q3: 237,588 shares; 2025Q4: 230,452 shares; 2026Q1: 234,676 shares; 2026Q2: 76,041 shares 76,041$7.85M2.59%-158,635Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,020 shares; 2026Q2: 120,630 shares 120,630$7.02M2.32%+1,610Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,015 shares; 2024Q4: 19,596 shares; 2025Q1: 20,875 shares; 2025Q2: 21,927 shares; 2025Q3: 21,952 shares; 2025Q4: 22,537 shares; 2026Q1: 19,831 shares; 2026Q2: 19,829 shares 19,829$5.93M1.96%-2Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,881 shares; 2024Q4: 39,224 shares; 2025Q1: 40,135 shares; 2025Q2: 40,064 shares; 2025Q3: 39,504 shares; 2025Q4: 38,406 shares; 2026Q1: 44,173 shares; 2026Q2: 27,602 shares 27,602$5.4M1.79%-16,571Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 12,126 shares; 2025Q1: 11,851 shares; 2025Q2: 11,933 shares; 2025Q3: 11,844 shares; 2025Q4: 11,947 shares; 2026Q1: 16,333 shares; 2026Q2: 16,168 shares 16,168$4.42M1.46%-165Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,228 shares; 2024Q4: 205,715 shares; 2025Q1: 208,977 shares; 2025Q2: 210,905 shares; 2025Q3: 201,742 shares; 2025Q4: 105,601 shares; 2026Q1: 107,590 shares; 2026Q2: 106,107 shares 106,107$4.29M1.42%-1,483Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,069 shares; 2024Q4: 200,144 shares; 2025Q1: 223,349 shares; 2025Q2: 96,636 shares; 2025Q3: 92,141 shares; 2025Q4: 93,136 shares; 2026Q1: 94,023 shares; 2026Q2: 94,106 shares 94,106$3.87M1.28%+83Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,579 shares 18,579$3.54M1.17%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,779 shares 18,779$3.48M1.15%newTimeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,110 shares; 2026Q2: 67,495 shares 67,495$3.41M1.13%+385Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,063 shares; 2026Q2: 64,760 shares 64,760$3.39M1.12%+697Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,182 shares 39,182$3.25M1.08%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,462 shares; 2024Q4: 52,033 shares; 2025Q1: 51,999 shares; 2025Q2: 49,761 shares; 2025Q3: 46,267 shares; 2025Q4: 46,009 shares; 2026Q1: 45,698 shares; 2026Q2: 42,239 shares 42,239$3.1M1.02%-3,459Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,428 shares 57,428$3.05M1.01%newTimeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,193 shares; 2024Q4: 17,497 shares; 2025Q1: 18,239 shares; 2025Q2: 18,779 shares; 2025Q3: 18,877 shares; 2025Q4: 19,192 shares; 2026Q1: 19,976 shares; 2026Q2: 20,115 shares 20,115$2.88M0.95%+139Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,131 shares; 2024Q4: 69,735 shares; 2025Q1: 64,414 shares; 2025Q2: 62,632 shares; 2025Q3: 60,064 shares; 2025Q4: 58,344 shares; 2026Q1: 57,817 shares; 2026Q2: 56,137 shares 56,137$2.85M0.94%-1,680Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 9,036 shares; 2025Q1: 9,063 shares; 2025Q2: 9,021 shares; 2025Q3: 8,978 shares; 2025Q4: 8,954 shares; 2026Q1: 8,974 shares; 2026Q2: 8,911 shares 8,911$2.58M0.85%-63Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,632 shares; 2024Q4: 6,882 shares; 2025Q1: 7,279 shares; 2025Q2: 7,557 shares; 2025Q3: 7,650 shares; 2025Q4: 7,984 shares; 2026Q1: 8,373 shares; 2026Q2: 8,424 shares 8,424$2.04M0.67%+51Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,493 shares; 2024Q4: 60,140 shares; 2025Q1: 59,394 shares; 2025Q2: 58,467 shares; 2025Q3: 57,103 shares; 2025Q4: 56,305 shares; 2026Q1: 55,946 shares; 2026Q2: 52,207 shares 52,207$1.52M0.5%-3,739Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,873 shares; 2024Q4: 66,895 shares; 2025Q1: 66,755 shares; 2025Q2: 66,795 shares; 2025Q3: 65,899 shares; 2025Q4: 66,558 shares; 2026Q1: 19,841 shares; 2026Q2: 18,155 shares 18,155$1.22M0.4%-1,686Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,119 shares; 2024Q4: 26,833 shares; 2025Q1: 26,273 shares; 2025Q2: 25,960 shares; 2025Q3: 25,887 shares; 2025Q4: 25,614 shares; 2026Q1: 25,614 shares; 2026Q2: 24,427 shares 24,427$1.06M0.35%-1,187Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,708 shares; 2024Q4: 393,047 shares; 2025Q1: 421,415 shares; 2025Q2: 229,687 shares; 2025Q3: 218,502 shares; 2025Q4: 219,554 shares; 2026Q1: 43,504 shares; 2026Q2: 37,058 shares 37,058$693K0.23%-6,446Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares; 2026Q2: 2,822 shares 2,822$673K0.22%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 1,483 shares; 2025Q4: 1,604 shares; 2026Q1: 1,591 shares; 2026Q2: 7,507 shares 7,507$660K0.22%+5,916Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares; 2025Q3: 1,213 shares; 2025Q4: 1,215 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855$640K0.21%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722$539K0.18%0Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,443 shares; 2024Q4: 142,814 shares; 2025Q1: 142,667 shares; 2025Q2: 110,283 shares; 2025Q3: 106,711 shares; 2025Q4: 107,443 shares; 2026Q1: 17,748 shares; 2026Q2: 13,914 shares 13,914$515K0.17%-3,834Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,343 shares; 2024Q4: 117,786 shares; 2025Q1: 117,690 shares; 2025Q2: 91,681 shares; 2025Q3: 88,533 shares; 2025Q4: 89,488 shares; 2026Q1: 12,872 shares; 2026Q2: 11,125 shares 11,125$472K0.16%-1,747Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 10,230 shares; 2026Q2: 10,230 shares 10,230$388K0.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845$315K0.1%0Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,458 shares; 2024Q4: 18,876 shares; 2025Q1: 13,175 shares; 2025Q2: 12,743 shares; 2025Q3: 9,353 shares; 2025Q4: 9,813 shares; 2026Q1: 7,301 shares; 2026Q2: 5,440 shares 5,440$272K0.09%-1,861Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224$268K0.09%0Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: 4,324 shares 4,324$250K0.08%-59Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 831 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712$233K0.08%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,528 shares; 2024Q4: 73,740 shares; 2025Q1: 73,858 shares; 2025Q2: 8,385 shares; 2025Q3: 6,551 shares; 2025Q4: 6,226 shares; 2026Q1: 5,921 shares; 2026Q2: 4,958 shares 4,958$226K0.07%-963Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DJDINVESCO EXCHANGE TRADED FD T216,952$13Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001954126-26-000004 base2026-07-22acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001954126-26-000004 Quarter ended 2026-06-302026-07-22acceptance time not in the bulk data set
13F-HR 0001954126-26-000002 Quarter ended 2026-03-312026-04-29acceptance time not in the bulk data set
13F-HR 0001954126-26-000001 Quarter ended 2025-12-312026-01-26acceptance time not in the bulk data set
13F-HR 0001954126-25-000002 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001085146-25-003899 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001085146-25-002244 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0001085146-25-000422 Quarter ended 2024-12-312025-01-23acceptance time not in the bulk data set
13F-HR 0001085146-24-005067 Quarter ended 2024-09-302024-10-22acceptance time not in the bulk data set
13F-HR 0001085146-24-003219 Quarter ended 2024-06-302024-07-25acceptance time not in the bulk data set
13F-HR 0001085146-24-002229 Quarter ended 2024-03-312024-05-06acceptance time not in the bulk data set
13F-HR 0001085146-24-000403 Quarter ended 2023-12-312024-01-23acceptance time not in the bulk data set
13F-HR 0001085146-23-004122 Quarter ended 2023-09-302023-11-07acceptance time not in the bulk data set
13F-HR 0001085146-23-002983 Quarter ended 2023-06-302023-07-31acceptance time not in the bulk data set
13F-HR 0001085146-23-002192 Quarter ended 2023-03-312023-05-10acceptance time not in the bulk data set
13F-HR 0001085146-23-001181 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001085146-22-003961 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set