Keener Financial Planning LLC - Portfolio Stock Holdings

Keener Financial Planning LLC disclosed 63 stock positions in a recent SEC 13F filing. $276,926,438 of stock holdings were filed, with the largest holdings including SPTM, VEA, and IJR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $479,022,059 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.