David Kennon Inc holds a focused book of 45 stocks worth $302.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 26% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show David Kennon Inc's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning David Kennon Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $77.8M | 113.2K | 25.7% | ▼−0.1% Reduced · −154 sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $35.5M | 95.9K | 11.7% | ▼−3.6% Reduced · −4K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $19.9M | 232.6K | 6.6% | ▼−0.2% Reduced · −502 sh | |
| 4 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $18.4M | 60.9K | 6.1% | ▲New New position | |
| 5 | Vanguard BD Index FDS VANGUARD ULTRA | $17.6M | 354.2K | 5.8% | ▼−1.6% Reduced · −6K sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $14.2M | 46.8K | 4.7% | ▼−1.2% Reduced · −553 sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $11.6M | 143.7K | 3.8% | ▲+283% Added · +106K sh | |
| 8 | Fidelity Covington Trust INT HG DIV ETF | $9.3M | 340.9K | 3.1% | ▼−1.9% Reduced · −7K sh | |
| 9 | Vanguard Index FDS REAL ESTATE ETF | $8.1M | 84.0K | 2.7% | ▼−0.2% Reduced · −201 sh | |
| 10 | SPDR Index SHS FDS ST PORT MARK ETF | $7.9M | 152.3K | 2.6% | ▼−1.0% Reduced · −2K sh | |
| 11 | Fidelity Comwlth TR NASDAQ COMPSIT | $7.8M | 76.0K | 2.6% | ▼−68% Reduced · −159K sh | |
| 12 | Vanguard Scottsdale FDS SHORT TERM TREAS | $7.0M | 120.6K | 2.3% | ▲+1.4% Added · +2K sh | |
| 13 | Vanguard World FD HEALTH CAR ETF | $5.9M | 19.8K | 2.0% | ▼~0% Reduced · −2 sh | |
| 14 | Vanguard World FD UTILITIES ETF | $5.4M | 27.6K | 1.8% | ▼−38% Reduced · −17K sh | |
| 15 | Vanguard World FD MEGA CAP INDEX | $4.4M | 16.2K | 1.5% | ▼−1.0% Reduced · −165 sh | |
| 16 | Ssga Active ETF TR ST STR UL BD ETF | $4.3M | 106.1K | 1.4% | ▼−1.4% Reduced · −1K sh | |
| 17 | Goldman Sachs ETF TR ACCESS US AGRAT | $3.9M | 94.1K | 1.3% | ▲+0.1% Added · +83 sh | |
| 18 | Select Sector SPDR TR ST STR TECHN ETF | $3.5M | 18.6K | 1.2% | ▲New New position | |
| 19 | Select Sector SPDR TR ST STR INDL ETF | $3.5M | 18.8K | 1.1% | ▲New New position | |
| 20 | Ishares TR ULTRA SHORT DUR | $3.4M | 67.5K | 1.1% | ▲+0.6% Added · +385 sh | |
| 21 | Ishares TR ISHS 1-5YR INVS | $3.4M | 64.8K | 1.1% | ▲+1.1% Added · +697 sh | |
| 22 | Select Sector SPDR TR ST STR STAPL ETF | $3.3M | 39.2K | 1.1% | ▲New New position | |
| 23 | Vanguard BD Index FDS TOTAL BND MRKT | $3.1M | 42.2K | 1.0% | ▼−7.6% Reduced · −3K sh | |
| 24 | Select Sector SPDR TR ST STR ENERG ETF | $3.1M | 57.4K | 1.0% | ▲New New position | |
| 25 | Bny Mellon ETF Trust US LRG CP CORE | $2.9M | 20.1K | 1.0% | ▲+0.7% Added · +139 sh | |
| 26 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $2.9M | 56.1K | 0.9% | ▼−2.9% Reduced · −2K sh | |
| 27 | Apple Inc COM | $2.6M | 8.9K | 0.9% | ▼−0.7% Reduced · −63 sh | |
| 28 | Ishares TR RUS 1000 VAL ETF | $2.0M | 8.4K | 0.7% | ▲+0.6% Added · +51 sh | |
| 29 | SPDR Series Trust ST STR CORPO ETF | $1.5M | 52.2K | 0.5% | ▼−6.7% Reduced · −4K sh | |
| 30 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.2M | 18.2K | 0.4% | ▼−8.5% Reduced · −2K sh | |
| 31 | Wisdomtree TR YIELD ENHANCD US | $1.1M | 24.4K | 0.4% | ▼−4.6% Reduced · −1K sh | |
| 32 | Global X FDS US PFD ETF | $693K | 37.1K | 0.2% | ▼−15% Reduced · −6K sh | |
| 33 | Amazon Com Inc COM | $673K | 2.8K | 0.2% | —Held | |
| 34 | Vanguard World FD MEGA GRWTH IND | $660K | 7.5K | 0.2% | ▲+372% Added · +6K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $640K | 855 | 0.2% | —Held | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $539K | 722 | 0.2% | —Held | |
| 37 | Ishares TR BROAD USD HIGH | $515K | 13.9K | 0.2% | ▼−22% Reduced · −4K sh | |
| 38 | Ishares TR 0-5YR HI YL CP | $472K | 11.1K | 0.2% | ▼−14% Reduced · −2K sh | |
| 39 | Global X FDS RBTCS ARTFL INTE | $388K | 10.2K | 0.1% | —Held | |
| 40 | Microsoft Corp COM | $315K | 845 | 0.1% | —Held | |
| 41 | RBB FD Inc US TRSRY 6 MNTH | $272K | 5.4K | 0.1% | ▼−25% Reduced · −2K sh | |
| 42 | Eli Lilly & Co COM | $268K | 224 | 0.1% | —Held | |
| 43 | Northern LTS FD TR IV INSPIRE 100 ETF | $250K | 4.3K | 0.1% | ▼−1.3% Reduced · −59 sh | |
| 44 | JPMorgan Chase & Co COM | $233K | 712 | 0.1% | —Held | |
| 45 | Ishares Inc JP MRG EM CRP BD | $226K | 5.0K | 0.1% | ▼−16% Reduced · −963 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 45 | $302.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 41 | $278.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 38 | $281.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 36 | $277.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 36 | $267.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 36 | $251.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 36 | $253.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 34 | $254.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.