Skip to content
Disclosery

David Kennon Inc

Follow

13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $281,348,431 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 75.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001954126-26-000001

Period
2025-12-31
Reported value
$281M
Holdings
38
Top 10 weight
75.47%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DJDnew+206,047$11.8M
VNQadded+3,474$307K
LLYnew+224$240K
VHTadded+585$168K
IWDadded+334$70.3K

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
VUSBreduced-116,483-$5.81M
ULSTreduced-96,141-$3.89M
VOOreduced-2,645-$1.66M
ONEQreduced-7,136-$652K
VXUSreduced-5,557-$419K

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, Q4 2025

Share positions as resolved from 13F-HR 0001954126-26-000001, largest first. % of portfolio is the value over $281,348,431, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,771 shares; 2025Q1: 85,082 shares; 2025Q2: 116,235 shares; 2025Q3: 114,406 shares; 2025Q4: 111,761 shares 111,761$70.1M24.91%-2,645Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,449 shares; 2025Q1: 107,382 shares; 2025Q2: 105,684 shares; 2025Q3: 103,195 shares; 2025Q4: 102,338 shares 102,338$34.3M12.2%-857Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,699 shares; 2025Q1: 232,492 shares; 2025Q2: 240,571 shares; 2025Q3: 237,588 shares; 2025Q4: 230,452 shares 230,452$21.1M7.49%-7,136Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467,321 shares; 2025Q1: 520,961 shares; 2025Q2: 526,886 shares; 2025Q3: 508,769 shares; 2025Q4: 392,286 shares 392,286$19.6M6.95%-116,483Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,611 shares; 2025Q1: 268,557 shares; 2025Q2: 220,811 shares; 2025Q3: 216,357 shares; 2025Q4: 210,800 shares 210,800$15.9M5.65%-5,557Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,733 shares; 2025Q1: 48,526 shares; 2025Q2: 48,529 shares; 2025Q3: 47,836 shares; 2025Q4: 47,353 shares 47,353$12.2M4.34%-483Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,047 shares 206,047$11.8M4.18%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,681 shares; 2025Q1: 37,940 shares; 2025Q2: 37,879 shares; 2025Q3: 37,348 shares; 2025Q4: 36,965 shares 36,965$10.7M3.81%-383Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385,773 shares; 2025Q1: 383,365 shares; 2025Q2: 375,776 shares; 2025Q3: 365,550 shares; 2025Q4: 364,226 shares 364,226$9.44M3.35%-1,324Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,908 shares; 2025Q1: 78,680 shares; 2025Q2: 79,275 shares; 2025Q3: 78,733 shares; 2025Q4: 82,207 shares 82,207$7.27M2.59%+3,474Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,311 shares; 2025Q1: 161,341 shares; 2025Q2: 160,694 shares; 2025Q3: 157,815 shares; 2025Q4: 154,536 shares 154,536$7.23M2.57%-3,279Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,224 shares; 2025Q1: 40,135 shares; 2025Q2: 40,064 shares; 2025Q3: 39,504 shares; 2025Q4: 38,406 shares 38,406$7.11M2.53%-1,098Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,596 shares; 2025Q1: 20,875 shares; 2025Q2: 21,927 shares; 2025Q3: 21,952 shares; 2025Q4: 22,537 shares 22,537$6.49M2.31%+585Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,895 shares; 2025Q1: 66,755 shares; 2025Q2: 66,795 shares; 2025Q3: 65,899 shares; 2025Q4: 66,558 shares 66,558$4.49M1.6%+659Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,715 shares; 2025Q1: 208,977 shares; 2025Q2: 210,905 shares; 2025Q3: 201,742 shares; 2025Q4: 105,601 shares 105,601$4.28M1.52%-96,141Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,047 shares; 2025Q1: 421,415 shares; 2025Q2: 229,687 shares; 2025Q3: 218,502 shares; 2025Q4: 219,554 shares 219,554$4.15M1.48%+1,052Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,814 shares; 2025Q1: 142,667 shares; 2025Q2: 110,283 shares; 2025Q3: 106,711 shares; 2025Q4: 107,443 shares 107,443$4.02M1.43%+732Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,144 shares; 2025Q1: 223,349 shares; 2025Q2: 96,636 shares; 2025Q3: 92,141 shares; 2025Q4: 93,136 shares 93,136$3.87M1.37%+995Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,786 shares; 2025Q1: 117,690 shares; 2025Q2: 91,681 shares; 2025Q3: 88,533 shares; 2025Q4: 89,488 shares 89,488$3.84M1.36%+955Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,033 shares; 2025Q1: 51,999 shares; 2025Q2: 49,761 shares; 2025Q3: 46,267 shares; 2025Q4: 46,009 shares 46,009$3.41M1.21%-258Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,126 shares; 2025Q1: 11,851 shares; 2025Q2: 11,933 shares; 2025Q3: 11,844 shares; 2025Q4: 11,947 shares 11,947$3M1.07%+103Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,735 shares; 2025Q1: 64,414 shares; 2025Q2: 62,632 shares; 2025Q3: 60,064 shares; 2025Q4: 58,344 shares 58,344$2.8M1%-1,720Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 18,239 shares; 2025Q2: 18,779 shares; 2025Q3: 18,877 shares; 2025Q4: 19,192 shares 19,192$2.51M0.89%+315Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,036 shares; 2025Q1: 9,063 shares; 2025Q2: 9,021 shares; 2025Q3: 8,978 shares; 2025Q4: 8,954 shares 8,954$2.43M0.87%-24Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,882 shares; 2025Q1: 7,279 shares; 2025Q2: 7,557 shares; 2025Q3: 7,650 shares; 2025Q4: 7,984 shares 7,984$1.68M0.6%+334Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,140 shares; 2025Q1: 59,394 shares; 2025Q2: 58,467 shares; 2025Q3: 57,103 shares; 2025Q4: 56,305 shares 56,305$1.65M0.59%-798Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,833 shares; 2025Q1: 26,273 shares; 2025Q2: 25,960 shares; 2025Q3: 25,887 shares; 2025Q4: 25,614 shares 25,614$1.13M0.4%-273Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares; 2025Q3: 1,213 shares; 2025Q4: 1,215 shares 1,215$832K0.3%+2Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 1,483 shares; 2025Q4: 1,604 shares 1,604$662K0.24%+121Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,960 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822$651K0.23%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 722 shares 722$492K0.17%+1Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,876 shares; 2025Q1: 13,175 shares; 2025Q2: 12,743 shares; 2025Q3: 9,353 shares; 2025Q4: 9,813 shares 9,813$491K0.17%+460Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares 845$409K0.15%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares 10,230$371K0.13%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,740 shares; 2025Q1: 73,858 shares; 2025Q2: 8,385 shares; 2025Q3: 6,551 shares; 2025Q4: 6,226 shares 6,226$286K0.1%-325Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 831 shares 831$268K0.1%-30Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224$240K0.09%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 3,201 shares; 2025Q3: 2,634 shares; 2025Q4: 2,785 shares 2,785$222K0.08%+151Timeline

How Q4 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 0001954126-26-000001 base2026-01-26acceptance time not in the bulk data set