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David Kennon Inc

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13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $267,651,474 across 36 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 76.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003899

Period
2025-06-30
Reported value
$268M
Holdings
36
Top 10 weight
76.76%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+31,153$17.7M
ONEQadded+8,079$647K
VUSBadded+5,925$295K
VHTadded+1,052$261K
MGKnew+592$217K

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
GCORreduced-126,713-$5.24M
PFFDreduced-191,728-$3.61M
VXUSreduced-47,746-$3.3M
CEMBreduced-65,473-$2.98M
USHYreduced-32,384-$1.21M

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 2025

Share positions as resolved from 13F-HR 0001085146-25-003899, largest first. % of portfolio is the value over $267,651,474, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,914 shares; 2024Q4: 86,771 shares; 2025Q1: 85,082 shares; 2025Q2: 116,235 shares 116,235$66M24.67%+31,153Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,552 shares; 2024Q4: 107,449 shares; 2025Q1: 107,382 shares; 2025Q2: 105,684 shares 105,684$32.1M12%-1,698Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,386 shares; 2024Q4: 467,321 shares; 2025Q1: 520,961 shares; 2025Q2: 526,886 shares 526,886$26.3M9.82%+5,925Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,215 shares; 2024Q4: 248,699 shares; 2025Q1: 232,492 shares; 2025Q2: 240,571 shares 240,571$19.3M7.2%+8,079Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,910 shares; 2024Q4: 265,611 shares; 2025Q1: 268,557 shares; 2025Q2: 220,811 shares 220,811$15.3M5.7%-47,746Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,619 shares; 2024Q4: 49,733 shares; 2025Q1: 48,526 shares; 2025Q2: 48,529 shares 48,529$11.5M4.3%+3Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 38,681 shares; 2025Q1: 37,940 shares; 2025Q2: 37,879 shares 37,879$10.6M3.96%-61Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,148 shares; 2024Q4: 385,773 shares; 2025Q1: 383,365 shares; 2025Q2: 375,776 shares 375,776$8.75M3.27%-7,589Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,228 shares; 2024Q4: 205,715 shares; 2025Q1: 208,977 shares; 2025Q2: 210,905 shares 210,905$8.58M3.2%+1,928Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,881 shares; 2024Q4: 39,224 shares; 2025Q1: 40,135 shares; 2025Q2: 40,064 shares 40,064$7.07M2.64%-71Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,035 shares; 2024Q4: 77,908 shares; 2025Q1: 78,680 shares; 2025Q2: 79,275 shares 79,275$7.06M2.64%+595Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,962 shares; 2024Q4: 161,311 shares; 2025Q1: 161,341 shares; 2025Q2: 160,694 shares 160,694$6.87M2.57%-647Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,015 shares; 2024Q4: 19,596 shares; 2025Q1: 20,875 shares; 2025Q2: 21,927 shares 21,927$5.45M2.03%+1,052Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,873 shares; 2024Q4: 66,895 shares; 2025Q1: 66,755 shares; 2025Q2: 66,795 shares 66,795$4.37M1.63%+40Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,708 shares; 2024Q4: 393,047 shares; 2025Q1: 421,415 shares; 2025Q2: 229,687 shares 229,687$4.33M1.62%-191,728Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,443 shares; 2024Q4: 142,814 shares; 2025Q1: 142,667 shares; 2025Q2: 110,283 shares 110,283$4.14M1.55%-32,384Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,069 shares; 2024Q4: 200,144 shares; 2025Q1: 223,349 shares; 2025Q2: 96,636 shares 96,636$3.99M1.49%-126,713Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,343 shares; 2024Q4: 117,786 shares; 2025Q1: 117,690 shares; 2025Q2: 91,681 shares 91,681$3.96M1.48%-26,009Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,462 shares; 2024Q4: 52,033 shares; 2025Q1: 51,999 shares; 2025Q2: 49,761 shares 49,761$3.66M1.37%-2,238Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,131 shares; 2024Q4: 69,735 shares; 2025Q1: 64,414 shares; 2025Q2: 62,632 shares 62,632$2.98M1.11%-1,782Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,126 shares; 2025Q1: 11,851 shares; 2025Q2: 11,933 shares 11,933$2.68M1%+82Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 17,497 shares; 2025Q1: 18,239 shares; 2025Q2: 18,779 shares 18,779$2.22M0.83%+540Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 9,036 shares; 2025Q1: 9,063 shares; 2025Q2: 9,021 shares 9,021$1.85M0.69%-42Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,493 shares; 2024Q4: 60,140 shares; 2025Q1: 59,394 shares; 2025Q2: 58,467 shares 58,467$1.71M0.64%-927Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,882 shares; 2025Q1: 7,279 shares; 2025Q2: 7,557 shares 7,557$1.47M0.55%+278Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,119 shares; 2024Q4: 26,833 shares; 2025Q1: 26,273 shares; 2025Q2: 25,960 shares 25,960$1.13M0.42%-313Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares 1,212$752K0.28%-23Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares 2,982$654K0.24%0Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 18,876 shares; 2025Q1: 13,175 shares; 2025Q2: 12,743 shares 12,743$639K0.24%-432Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares 721$446K0.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares 845$420K0.16%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,528 shares; 2024Q4: 73,740 shares; 2025Q1: 73,858 shares; 2025Q2: 8,385 shares 8,385$381K0.14%-65,473Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares 10,230$334K0.12%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 3,201 shares 3,201$255K0.1%+137Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares 861$250K0.09%-50Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 592 shares 592$217K0.08%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
LLYELI LILLY & CO273$226Kshares

How Q2 2025 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 0001085146-25-003899 base2025-07-17acceptance time not in the bulk data set