Skip to content
Disclosery

David Kennon Inc

Follow

13F filer, CIK 1954126, SARASOTA, FL

David Kennon Inc reported $302,336,990 across 45 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 72.93% of the portfolio.

Accepted , ingested 13F-HR 0001954126-26-000005

Period
2026-09-30
Reported value
$302M
Holdings
45
Top 10 weight
72.93%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKLCadded+41,135$2.01M
QQQMadded+3,222$982K
VXUSadded+1,592$135K
VGSHadded+1,325$76.3K
VUSBadded+1,290$63.9K

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
VOreduced-10,677-$837K
ONEQreduced-4,320-$457K
VTIreduced-689-$258K
FIDIreduced-6,985-$194K
VOOreduced-118-$82.7K

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 2026

Share positions as resolved from 13F-HR 0001954126-26-000005, largest first. % of portfolio is the value over $302,336,990, 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; 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; 2026Q3: 113,109 shares 113,109$79.3M26.22%-118Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 95,241 shares 95,241$35.6M11.79%-689Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 234,144 shares 234,144$19.9M6.58%+1,592Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,880 shares; 2026Q3: 64,102 shares 64,102$19.5M6.46%+3,222Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 355,522 shares 355,522$17.6M5.83%+1,290Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,706 shares 46,706$13.3M4.39%-117Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 133,002 shares 133,002$10.4M3.45%-10,677Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 333,933 shares 333,933$9.28M3.07%-6,985Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 153,418 shares 153,418$7.94M2.63%+1,167Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 71,721 shares 71,721$7.59M2.51%-4,320Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 84,521 shares 84,521$7.58M2.51%+490Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,020 shares; 2026Q2: 120,630 shares; 2026Q3: 121,955 shares 121,955$7.02M2.32%+1,325Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,851 shares 19,851$6.27M2.08%+22Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,761 shares 27,761$4.75M1.57%+159Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,345 shares 16,345$4.61M1.53%+177Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 106,986 shares 106,986$4.31M1.42%+879Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 94,653 shares 94,653$3.72M1.23%+547Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,579 shares; 2026Q3: 18,690 shares 18,690$3.66M1.21%+111Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,428 shares; 2026Q3: 57,932 shares 57,932$3.56M1.18%+504Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,110 shares; 2026Q2: 67,495 shares; 2026Q3: 67,917 shares 67,917$3.42M1.13%+422Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,063 shares; 2026Q2: 64,760 shares; 2026Q3: 65,285 shares 65,285$3.34M1.11%+525Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,182 shares; 2026Q3: 39,644 shares 39,644$3.2M1.06%+462Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,779 shares; 2026Q3: 18,982 shares 18,982$3.17M1.05%+203Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 61,250 shares 61,250$2.99M0.99%+41,135Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,911 shares 8,911$2.97M0.98%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 41,692 shares 41,692$2.92M0.97%-547Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,430 shares 55,430$2.67M0.88%-707Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,477 shares 8,477$2.1M0.7%+53Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,304 shares 51,304$1.41M0.47%-903Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,037 shares 18,037$1.14M0.38%-118Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,427 shares 24,427$1.01M0.33%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,448 shares 7,448$690K0.23%-59Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,712 shares 2,712$676K0.22%-110Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 856 shares 856$655K0.22%+1Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,570 shares 32,570$573K0.19%-4,488Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares; 2026Q3: 722 shares 722$551K0.18%0Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,914 shares 13,914$497K0.16%0Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,933 shares 10,933$451K0.15%-192Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 935 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 845 shares; 2026Q3: 720 shares 720$369K0.12%-125Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,230 shares 10,230$360K0.12%0Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,698 shares 5,698$285K0.09%+258Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares; 2026Q3: 224 shares 224$259K0.09%0Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: 4,324 shares; 2026Q3: 4,302 shares 4,302$233K0.08%-22Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,958 shares 4,958$218K0.07%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 831 shares; 2026Q1: 712 shares; 2026Q2: 712 shares; 2026Q3: 652 shares 652$216K0.07%-60Timeline

How Q3 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 0001954126-26-000005 base2026-10-13