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David Kennon Inc

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13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $277,823,578 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 77.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001954126-25-000002

Period
2025-09-30
Reported value
$278M
Holdings
36
Top 10 weight
77.1%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+891$358K
IWDadded+93$18.9K
BKLCadded+98$12.6K
VHTadded+25$6.49K
IVVadded+1$669

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
VOOreduced-1,829-$1.12M
VUSBreduced-18,117-$906K
VTIreduced-2,489-$817K
ULSTreduced-9,163-$373K
VXUSreduced-4,454-$327K

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, Q3 2025

Share positions as resolved from 13F-HR 0001954126-25-000002, largest first. % of portfolio is the value over $277,823,578, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,914 shares; 2024Q4: 86,771 shares; 2025Q1: 85,082 shares; 2025Q2: 116,235 shares; 2025Q3: 114,406 shares 114,406$70.1M25.22%-1,829Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,552 shares; 2024Q4: 107,449 shares; 2025Q1: 107,382 shares; 2025Q2: 105,684 shares; 2025Q3: 103,195 shares 103,195$33.9M12.19%-2,489Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,386 shares; 2024Q4: 467,321 shares; 2025Q1: 520,961 shares; 2025Q2: 526,886 shares; 2025Q3: 508,769 shares 508,769$25.4M9.16%-18,117Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,215 shares; 2024Q4: 248,699 shares; 2025Q1: 232,492 shares; 2025Q2: 240,571 shares; 2025Q3: 237,588 shares 237,588$21.2M7.62%-2,983Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,910 shares; 2024Q4: 265,611 shares; 2025Q1: 268,557 shares; 2025Q2: 220,811 shares; 2025Q3: 216,357 shares 216,357$15.9M5.72%-4,454Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,619 shares; 2024Q4: 49,733 shares; 2025Q1: 48,526 shares; 2025Q2: 48,529 shares; 2025Q3: 47,836 shares 47,836$12.2M4.38%-693Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 38,681 shares; 2025Q1: 37,940 shares; 2025Q2: 37,879 shares; 2025Q3: 37,348 shares 37,348$11M3.95%-531Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,148 shares; 2024Q4: 385,773 shares; 2025Q1: 383,365 shares; 2025Q2: 375,776 shares; 2025Q3: 365,550 shares 365,550$8.94M3.22%-10,226Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,228 shares; 2024Q4: 205,715 shares; 2025Q1: 208,977 shares; 2025Q2: 210,905 shares; 2025Q3: 201,742 shares 201,742$8.21M2.95%-9,163Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,881 shares; 2024Q4: 39,224 shares; 2025Q1: 40,135 shares; 2025Q2: 40,064 shares; 2025Q3: 39,504 shares 39,504$7.48M2.69%-560Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,962 shares; 2024Q4: 161,311 shares; 2025Q1: 161,341 shares; 2025Q2: 160,694 shares; 2025Q3: 157,815 shares 157,815$7.39M2.66%-2,879Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,035 shares; 2024Q4: 77,908 shares; 2025Q1: 78,680 shares; 2025Q2: 79,275 shares; 2025Q3: 78,733 shares 78,733$7.2M2.59%-542Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,015 shares; 2024Q4: 19,596 shares; 2025Q1: 20,875 shares; 2025Q2: 21,927 shares; 2025Q3: 21,952 shares 21,952$5.7M2.05%+25Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,873 shares; 2024Q4: 66,895 shares; 2025Q1: 66,755 shares; 2025Q2: 66,795 shares; 2025Q3: 65,899 shares 65,899$4.41M1.59%-896Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,708 shares; 2024Q4: 393,047 shares; 2025Q1: 421,415 shares; 2025Q2: 229,687 shares; 2025Q3: 218,502 shares 218,502$4.25M1.53%-11,185Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,443 shares; 2024Q4: 142,814 shares; 2025Q1: 142,667 shares; 2025Q2: 110,283 shares; 2025Q3: 106,711 shares 106,711$4.03M1.45%-3,572Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,069 shares; 2024Q4: 200,144 shares; 2025Q1: 223,349 shares; 2025Q2: 96,636 shares; 2025Q3: 92,141 shares 92,141$3.85M1.39%-4,495Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,343 shares; 2024Q4: 117,786 shares; 2025Q1: 117,690 shares; 2025Q2: 91,681 shares; 2025Q3: 88,533 shares 88,533$3.83M1.38%-3,148Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,462 shares; 2024Q4: 52,033 shares; 2025Q1: 51,999 shares; 2025Q2: 49,761 shares; 2025Q3: 46,267 shares 46,267$3.44M1.24%-3,494Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,131 shares; 2024Q4: 69,735 shares; 2025Q1: 64,414 shares; 2025Q2: 62,632 shares; 2025Q3: 60,064 shares 60,064$2.97M1.07%-2,568Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,126 shares; 2025Q1: 11,851 shares; 2025Q2: 11,933 shares; 2025Q3: 11,844 shares 11,844$2.89M1.04%-89Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 17,497 shares; 2025Q1: 18,239 shares; 2025Q2: 18,779 shares; 2025Q3: 18,877 shares 18,877$2.42M0.87%+98Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 9,036 shares; 2025Q1: 9,063 shares; 2025Q2: 9,021 shares; 2025Q3: 8,978 shares 8,978$2.29M0.82%-43Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,493 shares; 2024Q4: 60,140 shares; 2025Q1: 59,394 shares; 2025Q2: 58,467 shares; 2025Q3: 57,103 shares 57,103$1.69M0.61%-1,364Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,882 shares; 2025Q1: 7,279 shares; 2025Q2: 7,557 shares; 2025Q3: 7,650 shares 7,650$1.56M0.56%+93Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,119 shares; 2024Q4: 26,833 shares; 2025Q1: 26,273 shares; 2025Q2: 25,960 shares; 2025Q3: 25,887 shares 25,887$1.15M0.41%-73Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares; 2025Q3: 1,213 shares 1,213$812K0.29%+1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,822 shares 2,822$620K0.22%-160Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 1,483 shares 1,483$597K0.21%+891Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares 721$481K0.17%0Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 18,876 shares; 2025Q1: 13,175 shares; 2025Q2: 12,743 shares; 2025Q3: 9,353 shares 9,353$469K0.17%-3,390Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares 845$438K0.16%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares 10,230$362K0.13%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,528 shares; 2024Q4: 73,740 shares; 2025Q1: 73,858 shares; 2025Q2: 8,385 shares; 2025Q3: 6,551 shares 6,551$303K0.11%-1,834Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares; 2025Q3: 861 shares 861$272K0.1%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 3,201 shares; 2025Q3: 2,634 shares 2,634$211K0.08%-567Timeline

How Q3 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 0001954126-25-000002 base2025-11-10acceptance time not in the bulk data set