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Kearns & Associates LLC
Kearns & Associates LLC is a privately owned investment consulting and advisory firm headquartered in Palos Verdes Estates, California. Founded by Joseph J. Kearns, the firm provides personalized investment consulting services, portfolio management, and advisory solutions to individual and institutional investors. As of 2025, the firm reports assets under management around $174 million and focuses on serving clients seeking customized, disciplined approaches to financial growth and preservation.
Investment Strategy
Kearns & Associates LLC implements a portfolio management strategy emphasizing diversified ETF and mutual fund investments across major US and international markets. The firm holds a disciplined, long-term investment philosophy, allocating client portfolios toward broad-based indices such as the S&P 500 and Total Stock Market, combined with exposure to international equities. Its approach reflects risk management through diversification, a focus on low expense ratios, and tax efficiency by using large index funds and ETFs, aiming for consistent long-term appreciation and capital preservation.
Latest 13F Filing Activity
Kearns & Associates LLC filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $188M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Tax-managed FDS among other positions. Kearns & Associates LLC reduced exposure to Baker Hughes Company, Conocophillips, Lowes Cos Inc. among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 30.45% | $57.4M | 174,817 | $247.67 | $328.17 | +$4.5M |
V VOO | VANGUARD INDEX FDS | 29.67% | $55.9M | 91,257 | $436.57 | $612.38 | +$3.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.06% | $18.9M | 316,129 | $50.03 | $59.92 | +$1.3M |
V VB | VANGUARD INDEX FDS | 5.26% | $9.9M | 39,004 | $224.26 | $254.28 | +$686.5K |
S SPY | SPDR S&P 500 ETF TR | 3.36% | $6.3M | 9,488 | $474.96 | $666.18 | +$383.2K |
Industry Allocation
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