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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.3%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Kerr Financial Planning

Wealth adviser our classification, preliminary

Generated from SEC records

Investment manager in Fresno, filing as KERR FINANCIAL PLANNING Corp. Its 13F lists 549 positions; crypto ETFs make up 0.2% of the reported value.

Legal name (SEC)
KERR FINANCIAL PLANNING Corp
SEC filer ID (CIK)
2095947

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$200KJun 30, 2026
Funds held5BTC · ETH · SOL
Change in shares, q/q0−1K · −19% · ≈ at Jun 30 prices
Holding sinceQ3 254 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $0Q1 24Q2 24: $0Q2 24Q3 24: $0Q3 24Q4 24: $0Q4 24Q1 25: $0Q1 25Q2 25: $0Q2 25Q3 25: $200K$200KQ3 25Q4 25: $200KQ4 25Q1 26: $200KQ1 26Q2 26: $200K$200KQ2 26
Q1 24: $0Q1 24Q2 24: $0Q3 24: $0Q4 24: $0Q4 24Q1 25: $0Q2 25: $0Q3 25: $200K$200KQ3 25Q4 25: $200KQ1 26: $200KQ2 26: $200K$200KQ2 26

Positions on Jun 30, 2026

5 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
BTCBitcoin$100K50.0%0.0%unchanged
GBTCBitcoin$100K50.0%0.0%unchanged
ETHEthereum$00.0%0.0%unchanged
ETHAEthereum$00.0%0.0%unchanged
BSOLSolana$00.0%0.0%unchanged

Timeline

  1. Q3 25First crypto ETF position on record: $200K, GBTC, BRRR, BTC, ETH, ETHA.
  2. Q4 25Entered BSOL.
  3. Q2 26Exited BRRR. Holds 5 funds worth $200K.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov