Keener Financial Planning LLC reported 61 holdings worth US$280K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Keener Financial Planning LLC reported 61 holdings worth US$280K as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Nvidia Corporation. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$280K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,303 | US$3.27M | 1169.7% |
| Exxon Mobil Corporation | 19,574 | US$2.68M | 957.2% |
| Nvidia Corporation | 7,242 | US$1.45M | 518.3% |
| Alphabet Inc (google) Class C | 2,640 | US$942K | 337.0% |
| Jp Morgan Chase & Co. | 2,843 | US$930K | 332.7% |
| Microsoft Corp. | 2,357 | US$879K | 314.4% |
| Eli Lilly And Company | 613 | US$735K | 262.9% |
| Berkshire Hathaway Inc. | 1,000 | US$500K | 178.9% |
| Advanced Micro Devices Inc | 753 | US$437K | 156.3% |
| Walmart Inc. | 3,464 | US$392K | 140.2% |
| Broadcom Inc. | 876 | US$330K | 118.0% |
| Union Pacific Corporation | 1,147 | US$311K | 111.2% |
| Amgen Inc. | 733 | US$265K | 94.8% |
| Marvell Technology, Inc. | 867 | US$258K | 92.3% |
| Hilton Worldwide Holdings Inc. | 724 | US$239K | 85.5% |
| Fifth Third Bancorp | 3,667 | US$206K | 73.7% |