David Kennon Inc Top Holdings and 13F Report (2026) About David Kennon IncInvestment ActivityDavid Kennon Inc has $278.88 million in total holdings as of March 31, 2026.David Kennon Inc owns shares of 41 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 6.19% of the portfolio was sold this quarter.This quarter, David Kennon Inc has purchased 38 new stocks and bought additional shares in 14 stocks.David Kennon Inc sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $67,751,104Vanguard Total Stock Market ETF $31,939,591Fidelity NASDAQ Composite Index ETF $19,926,326Vanguard Total International Stock ETF $17,970,780Vanguard Ultra-Short Bond ETF $17,932,354 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $6,967,431 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $3,397,108 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $3,367,151 Holding66538H534 - Inspire 100 ETF $206,658 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 119,020 shares (about $6.97M)iShares Ultra Short-Term Bond Active ETF 67,110 shares (about $3.40M)iShares 1-5 Year Investment Grade Corporate Bond ETF 64,063 shares (about $3.37M)Vanguard Total International Stock ETF 22,254 shares (about $1.72M)Vanguard Utilities ETF 5,767 shares (about $1.14M) Largest Sales this Quarter iShares Broad USD High Yield Corporate Bond ETF 89,695 shares (about $3.30M)iShares 0-5 Year High Yield Corporate Bond ETF 76,616 shares (about $3.24M)Global X U.S. Preferred ETF 176,050 shares (about $3.24M)Vanguard Emerging Markets Government Bond ETF 46,717 shares (about $3.07M)Vanguard Ultra-Short Bond ETF 32,090 shares (about $1.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavid Kennon Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$67,751,104$968,035 ▲1.4%113,38124.3%ETFVTIVanguard Total Stock Market ETF$31,939,591$891,533 ▼-2.7%99,55911.5%ETFONEQFidelity NASDAQ Composite Index ETF$19,926,326$358,660 ▲1.8%234,6767.1%ETFVXUSVanguard Total International Stock ETF$17,970,780$1,716,005 ▲10.6%233,0546.4%ETFVUSBVanguard Ultra-Short Bond ETF$17,932,354$1,597,600 ▼-8.2%360,1966.4%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$12,960,712$651,465 ▲5.3%216,9524.6%ETFVBVanguard Small-Cap ETF$12,408,668$6,024 ▲0.0%47,3764.4%ETFVOVanguard Mid-Cap ETF$10,779,816$164,266 ▲1.5%37,5373.9%ETFFIDIFidelity International High Dividend ETF$9,598,691$455,758 ▼-4.5%347,7163.4%ETFVPUVanguard Utilities ETF$8,752,530$1,142,685 ▲15.0%44,1733.1%ETFVNQVanguard Real Estate ETF$7,471,408$179,618 ▲2.5%84,2322.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,216,820$32,462 ▼-0.4%153,8442.6%ETFVGSHVanguard Short-Term Treasury ETF$6,967,431$6,967,431 ▲New Holding119,0202.5%ETFVHTVanguard Health Care ETF$5,400,576$736,925 ▼-12.0%19,8311.9%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$4,357,406$80,555 ▲1.9%107,5901.6%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$3,885,030$36,651 ▲1.0%94,0231.4%ETFMGCVanguard Mega Cap ETF$3,860,273$1,036,623 ▲36.7%16,3331.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$3,397,108$3,397,108 ▲New Holding67,1101.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,367,151$3,367,151 ▲New Holding64,0631.2%ManufacturingBNDVanguard Total Bond Market ETF$3,365,187$22,902 ▼-0.7%45,6981.2%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,868,277$26,144 ▼-0.9%57,8171.0%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$2,493,205$97,851 ▲4.1%19,9760.9%ETFAAPLApple$2,277,593$5,076 ▲0.2%8,9740.8%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,789,058$83,118 ▲4.9%8,3730.6%ETFSPBOSPDR Portfolio Corporate Bond ETF$1,624,111$10,422 ▼-0.6%55,9460.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,303,329$3,068,778 ▼-70.2%19,8410.5%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,112,9310.0%25,6140.4%FinancePFFDGlobal X U.S. Preferred ETF$800,474$3,239,322 ▼-80.2%43,5040.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$653,836$3,304,362 ▼-83.5%17,7480.2%ETFAMZNAmazon.com$587,7380.0%2,8220.2%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$584,601$4,777 ▼-0.8%1,5910.2%ETFIVViShares Core S&P 500 ETF$558,180$235,023 ▼-29.6%8550.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$544,614$3,241,621 ▼-85.6%12,8720.2%ETFSPYSPDR S&P 500 ETF Trust$469,3680.0%7220.2%FinanceXBILUS Treasury 6 Month Bill ETF$365,269$125,675 ▼-25.6%7,3010.1%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$339,8410.0%10,2300.1%ManufacturingMSFTMicrosoft$312,7590.0%8450.1%Computer and TechnologyCEMBiShares J.P. Morgan EM Corporate Bond ETF$268,103$13,810 ▼-4.9%5,9210.1%ETFJPMJPMorgan Chase & Co.$209,442$35,005 ▼-14.3%7120.1%FinanceBIBLInspire 100 ETF$206,658$206,658 ▲New Holding4,3830.1%ETFLLYEli Lilly and Company$205,6200.0%2240.1%MedicalVCSHVanguard Short-Term Corporate Bond ETF$0$222,047 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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