David Kennon Inc., an investment firm based in Sarasota, Florida, has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm’s equity portfolio holdings as of the specified date.
The report lists 45 separate securities held by the firm. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings including the Vanguard S&P 500 ETF, the Vanguard Total Stock Market ETF, and the SPDR S&P 500 ETF Trust.
Individual stock positions in the filing include Amazon.com Inc., Apple Inc., Eli Lilly & Co., and Microsoft Corp. The firm also holds positions in various financial institutions, such as JPMorgan Chase & Co., and asset managers, including BNY Mellon ETF Trust.
The filing indicates that David Kennon Inc. holds these positions as a sole beneficial owner.
