Data as of Q4 2025 (Dec 31, 2025)

David Kennon Inc

•CIK: 1954126•Filing: Q4 2025

**David Kennon Inc.** manages $281M across a diversified portfolio of 38 positions. The fund exhibits a significant allocation to broad market indices, notably holding $70.1M in VOO and $34.3M in VTI. Further concentration is visible in sector and international exposure, with $21.1M in ONEQ and $19.6M in VUSB. This structure suggests a core strategy focused on established, liquid market leaders.

Total AUM
$281.3M
QoQ Performance
+1.3%
Positions
26
Top 10 Concentration
75.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VTI
ONEQ
VUSB
VXUS
VOO24.9%
VTI12.2%
ONEQ7.5%
VUSB6.9%
VXUS5.7%
VB4.3%
DJD4.2%
VO3.8%

📈 Biggest Buys

DJD
INVESCO EXCHANGE TRADED FD T
NEW
4.2% of portfolio
VNQ
VANGUARD INDEX FDS
+4.4%
2.6% of portfolio
LLY
ELI LILLY & CO
NEW
0.1% of portfolio
VHT
VANGUARD WORLD FD
+2.7%
2.3% of portfolio
IWD
ISHARES TR
+4.4%
0.6% of portfolio

📉 Biggest Sells

VUSB
VANGUARD BD INDEX FDS
-22.9%
6.9% of portfolio
ULST
SSGA ACTIVE ETF TR
-47.7%
1.5% of portfolio
VOO
VANGUARD INDEX FDS
-2.3%
24.9% of portfolio
ONEQ
FIDELITY COMWLTH TR
-3.0%
7.5% of portfolio
VXUS
VANGUARD STAR FDS
-2.6%
5.7% of portfolio

Sector Breakdown

Other73.2%
ETF25.4%
Technology1.0%
Consumer0.2%
Financial0.1%
Healthcare0.1%

Changes from Q3 2025

NEW2 new positions
↑15 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO24.9%
VANGUARD INDEX FDS
$70.1M
VTI12.2%
VANGUARD INDEX FDS
$34.3M
ONEQ7.5%
FIDELITY COMWLTH TR
$21.1M
VUSB6.9%
VANGUARD BD INDEX FDS
$19.6M
VXUS5.7%
VANGUARD STAR FDS
$15.9M

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