Keener Financial Planning LLC

CIK

2004495

Location

KELLER, TX

Portfolio Value

Micro $13,770,782

Diversification

Diversified

Filing Date

Global Rank

#7,968 / 8,517 ▼ 1105

Top Industry

Consumer Electronics 24.2%

3Y Alpha vs SPY

+9.0%

Period ended 47 days ago

Filed Jul 31, 2026 · 16d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+87.2%

SPY

+55.7%

Annualised alpha

+9.1%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.8%

−55.0 pts

Top 5

66.8%

−25.5 pts

Top 10

86.3%

−10.7 pts

HHI

1,246

Diversified−5,017

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.1%	$6,625,499	6
Energy	19.4%	$2,676,157	1
Financial Services	11.9%	$1,637,697	3
Healthcare	7.3%	$1,000,683	2
Communication Services	4.4%	$607,886	1
Consumer Defensive	2.8%	$392,332	1
Industrials	2.3%	$311,984	1
Unclassified	2.0%	$279,291	1
Consumer Cyclical	1.7%	$239,253	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+591	11,303	$3,270,636
JPM	Jpmorgan Chase & Co	+299	2,843	$930,599
AVGO	Broadcom Inc.	+215	876	$330,909
BRK-B	Berkshire Hathaway Inc	+164	1,000	$500,390
NVDA	Nvidia Corp	+66	7,242	$1,449,051
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−1,911	2,357	$879,208
AMD	Advanced Micro Devices Inc	−1,256	753	$437,425
WMT	Walmart Inc.	−1,023	3,464	$392,332
GOOGL	Alphabet Inc.	−632	1,701	$607,886
AMGN	Amgen Inc	−35	733	$265,433
LLY	ELI LILLY & Co	−29	613	$735,250
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	867	$258,270
FITB	Fifth Third Bancorp	3,667	$206,708
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	802,324	$51,412,921
VB	Vanguard Morningstar Small-Cap ETF	1,515	$396,808
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $13,770,782 total · filing declares 61 positions · $279,554 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	11,303	+591	$3,270,636	+20.3%	23.75%
XOM	ExxonMobil Holdings Corp Energy	Held	19,574	0	$2,676,157	−19.4%	19.43%
NVDA	Nvidia Corp Technology	Added	7,242	+66	$1,449,051	+15.8%	10.52%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,843	+299	$930,599	+24.4%	6.76%
MSFT	Microsoft Corp Technology	Reduced	2,357	-1,911	$879,208	−44.3%	6.38%
LLY	ELI LILLY & Co Healthcare	Reduced	613	-29	$735,250	+24.5%	5.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,701	-632	$607,886	−9.3%	4.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,000	+164	$500,390	+24.9%	3.63%
AMD	Advanced Micro Devices Inc Technology	Reduced	753	-1,256	$437,425	+7.0%	3.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,464	-1,023	$392,332	−29.6%	2.85%
AVGO	Broadcom Inc. Technology	Added	876	+215	$330,909	+61.7%	2.40%
UNP	Union Pacific Corp Industrials	Held	1,147	0	$311,984	+12.1%	2.27%
SPY	Spdr S&P 500 ETF Trust	Held	374	0	$279,291	+14.8%	2.03%
AMGN	Amgen Inc Healthcare	Reduced	733	-35	$265,433	−1.8%	1.93%
MRVL	Marvell Technology, Inc. Technology	NEW	867	NEW	$258,270	NEW	1.88%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Held	724	0	$239,253	+8.7%	1.74%
FITB	Fifth Third Bancorp Financial Services	NEW	3,667	NEW	$206,708	NEW	1.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.