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David Kennon Inc

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13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $278,883,969 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 75.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001954126-26-000002

Period
2026-03-31
Reported value
$279M
Holdings
41
Top 10 weight
75.31%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGSHnew+119,020$6.97M
ICSHnew+67,110$3.4M
IGSBnew+64,063$3.37M
VXUSadded+22,254$1.72M
VPUadded+5,767$1.14M

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
USHYreduced-89,695-$3.3M
SHYGreduced-76,616-$3.24M
PFFDreduced-176,050-$3.24M
VWOBreduced-46,717-$3.07M
VUSBreduced-32,090-$1.6M

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, Q1 2026

Share positions as resolved from 13F-HR 0001954126-26-000002, largest first. % of portfolio is the value over $278,883,969, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,771 shares; 2025Q1: 85,082 shares; 2025Q2: 116,235 shares; 2025Q3: 114,406 shares; 2025Q4: 111,761 shares; 2026Q1: 113,381 shares 113,381$67.8M24.29%+1,620Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,449 shares; 2025Q1: 107,382 shares; 2025Q2: 105,684 shares; 2025Q3: 103,195 shares; 2025Q4: 102,338 shares; 2026Q1: 99,559 shares 99,559$31.9M11.45%-2,779Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,699 shares; 2025Q1: 232,492 shares; 2025Q2: 240,571 shares; 2025Q3: 237,588 shares; 2025Q4: 230,452 shares; 2026Q1: 234,676 shares 234,676$19.9M7.15%+4,224Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,611 shares; 2025Q1: 268,557 shares; 2025Q2: 220,811 shares; 2025Q3: 216,357 shares; 2025Q4: 210,800 shares; 2026Q1: 233,054 shares 233,054$18M6.44%+22,254Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467,321 shares; 2025Q1: 520,961 shares; 2025Q2: 526,886 shares; 2025Q3: 508,769 shares; 2025Q4: 392,286 shares; 2026Q1: 360,196 shares 360,196$17.9M6.43%-32,090Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,047 shares; 2026Q1: 216,952 shares 216,952$13M4.65%+10,905Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,733 shares; 2025Q1: 48,526 shares; 2025Q2: 48,529 shares; 2025Q3: 47,836 shares; 2025Q4: 47,353 shares; 2026Q1: 47,376 shares 47,376$12.4M4.45%+23Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,681 shares; 2025Q1: 37,940 shares; 2025Q2: 37,879 shares; 2025Q3: 37,348 shares; 2025Q4: 36,965 shares; 2026Q1: 37,537 shares 37,537$10.8M3.87%+572Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385,773 shares; 2025Q1: 383,365 shares; 2025Q2: 375,776 shares; 2025Q3: 365,550 shares; 2025Q4: 364,226 shares; 2026Q1: 347,716 shares 347,716$9.6M3.44%-16,510Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,224 shares; 2025Q1: 40,135 shares; 2025Q2: 40,064 shares; 2025Q3: 39,504 shares; 2025Q4: 38,406 shares; 2026Q1: 44,173 shares 44,173$8.75M3.14%+5,767Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,908 shares; 2025Q1: 78,680 shares; 2025Q2: 79,275 shares; 2025Q3: 78,733 shares; 2025Q4: 82,207 shares; 2026Q1: 84,232 shares 84,232$7.47M2.68%+2,025Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,311 shares; 2025Q1: 161,341 shares; 2025Q2: 160,694 shares; 2025Q3: 157,815 shares; 2025Q4: 154,536 shares; 2026Q1: 153,844 shares 153,844$7.22M2.59%-692Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,020 shares 119,020$6.97M2.5%newTimeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,596 shares; 2025Q1: 20,875 shares; 2025Q2: 21,927 shares; 2025Q3: 21,952 shares; 2025Q4: 22,537 shares; 2026Q1: 19,831 shares 19,831$5.4M1.94%-2,706Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,715 shares; 2025Q1: 208,977 shares; 2025Q2: 210,905 shares; 2025Q3: 201,742 shares; 2025Q4: 105,601 shares; 2026Q1: 107,590 shares 107,590$4.36M1.56%+1,989Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,144 shares; 2025Q1: 223,349 shares; 2025Q2: 96,636 shares; 2025Q3: 92,141 shares; 2025Q4: 93,136 shares; 2026Q1: 94,023 shares 94,023$3.89M1.39%+887Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,126 shares; 2025Q1: 11,851 shares; 2025Q2: 11,933 shares; 2025Q3: 11,844 shares; 2025Q4: 11,947 shares; 2026Q1: 16,333 shares 16,333$3.86M1.38%+4,386Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,110 shares 67,110$3.4M1.22%newTimeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,063 shares 64,063$3.37M1.21%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,033 shares; 2025Q1: 51,999 shares; 2025Q2: 49,761 shares; 2025Q3: 46,267 shares; 2025Q4: 46,009 shares; 2026Q1: 45,698 shares 45,698$3.37M1.21%-311Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,735 shares; 2025Q1: 64,414 shares; 2025Q2: 62,632 shares; 2025Q3: 60,064 shares; 2025Q4: 58,344 shares; 2026Q1: 57,817 shares 57,817$2.87M1.03%-527Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 18,239 shares; 2025Q2: 18,779 shares; 2025Q3: 18,877 shares; 2025Q4: 19,192 shares; 2026Q1: 19,976 shares 19,976$2.49M0.89%+784Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,036 shares; 2025Q1: 9,063 shares; 2025Q2: 9,021 shares; 2025Q3: 8,978 shares; 2025Q4: 8,954 shares; 2026Q1: 8,974 shares 8,974$2.28M0.82%+20Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,882 shares; 2025Q1: 7,279 shares; 2025Q2: 7,557 shares; 2025Q3: 7,650 shares; 2025Q4: 7,984 shares; 2026Q1: 8,373 shares 8,373$1.79M0.64%+389Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,140 shares; 2025Q1: 59,394 shares; 2025Q2: 58,467 shares; 2025Q3: 57,103 shares; 2025Q4: 56,305 shares; 2026Q1: 55,946 shares 55,946$1.62M0.58%-359Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,895 shares; 2025Q1: 66,755 shares; 2025Q2: 66,795 shares; 2025Q3: 65,899 shares; 2025Q4: 66,558 shares; 2026Q1: 19,841 shares 19,841$1.3M0.47%-46,717Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,833 shares; 2025Q1: 26,273 shares; 2025Q2: 25,960 shares; 2025Q3: 25,887 shares; 2025Q4: 25,614 shares; 2026Q1: 25,614 shares 25,614$1.11M0.4%0Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,047 shares; 2025Q1: 421,415 shares; 2025Q2: 229,687 shares; 2025Q3: 218,502 shares; 2025Q4: 219,554 shares; 2026Q1: 43,504 shares 43,504$800K0.29%-176,050Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,814 shares; 2025Q1: 142,667 shares; 2025Q2: 110,283 shares; 2025Q3: 106,711 shares; 2025Q4: 107,443 shares; 2026Q1: 17,748 shares 17,748$654K0.23%-89,695Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,960 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares 2,822$588K0.21%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 1,483 shares; 2025Q4: 1,604 shares; 2026Q1: 1,591 shares 1,591$585K0.21%-13Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares; 2025Q3: 1,213 shares; 2025Q4: 1,215 shares; 2026Q1: 855 shares 855$558K0.2%-360Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,786 shares; 2025Q1: 117,690 shares; 2025Q2: 91,681 shares; 2025Q3: 88,533 shares; 2025Q4: 89,488 shares; 2026Q1: 12,872 shares 12,872$545K0.2%-76,616Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722$469K0.17%0Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,876 shares; 2025Q1: 13,175 shares; 2025Q2: 12,743 shares; 2025Q3: 9,353 shares; 2025Q4: 9,813 shares; 2026Q1: 7,301 shares 7,301$365K0.13%-2,512Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 10,230 shares 10,230$340K0.12%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares 845$313K0.11%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,740 shares; 2025Q1: 73,858 shares; 2025Q2: 8,385 shares; 2025Q3: 6,551 shares; 2025Q4: 6,226 shares; 2026Q1: 5,921 shares 5,921$268K0.1%-305Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 831 shares; 2026Q1: 712 shares 712$209K0.08%-119Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares 4,383$207K0.07%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares 224$206K0.07%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VCSHVANGUARD SCOTTSDALE FDS2,785$222Kshares

How Q1 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 0001954126-26-000002 base2026-04-29acceptance time not in the bulk data set