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Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066
13F Portfolio $398M AUM 100 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 36 Reduced 2 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 653,344.0 $30.8M 7.74% +20K +3.1% $47.08 -0.1%
2 LDUR PIMCO ETF TR 282,777.0 $27.1M 6.81% +8K +2.9% $95.82 -0.4%
3 JEMA J P MORGAN EXCHANGE TRADED F 483,823.0 $25.2M 6.33% +63K +14.8% $52.02 +19.4%
4 IWF ISHARES TR 48,539.0 $20.7M 5.20% +3K +6.0% $426.35 -71.9%
5 BBIB J P MORGAN EXCHANGE TRADED F 185,130.0 $18.3M 4.60% +3K +1.7% $98.77 -1.0%
6 J P MORGAN EXCHANGE TRADED F 270,353.0 $16.6M 4.17% +10K +3.8% $61.32
7 USMV ISHARES TR 92,037.0 $8.5M 2.15% +3K +3.1% $92.74 +2.2%
8 JPIE J P MORGAN EXCHANGE TRADED F 119,351.0 $5.5M 1.38% +2K +1.5% $46.07 -0.1%
9 JMOM J P MORGAN EXCHANGE TRADED F 53,942.0 $3.7M 0.92% +14K +35.7% $67.92 +21.3%
10 IWY ISHARES TR 14,206.0 $3.5M 0.89% +1K +8.2% $248.84 +12.6%
11 SCHR SCHWAB STRATEGIC TR 111,870.0 $2.8M 0.70% +25K +28.3% $24.91 -0.9%
12 BERKSHIRE HATHAWAY INC DEL 2,018.0 $967K 0.24% +141.0 +7.5% $479.03
13 IUSB ISHARES TR 19,900.0 $919K 0.23% +1K +7.9% $46.19 +0.1%
14 QUAL ISHARES TR 4,710.0 $903K 0.23% +42.0 +0.9% $191.75 +10.9%
15 XLV SELECT SECTOR SPDR TR 5,591.0 $820K 0.21% +47.0 +0.8% $146.59 +4.1%
16 BALT INNOVATOR ETFS TRUST 23,404.0 $783K 0.20% +12K +113.7% $33.47 +2.3%
17 SPSB SPDR SERIES TRUST 25,388.0 $763K 0.19% +9K +52.6% $30.07 -0.3%
18 JPEM J P MORGAN EXCHANGE TRADED F 11,723.0 $728K 0.18% +570.0 +5.1% $62.13 +0.5%
19 IVV ISHARES TR 1,067.0 $697K 0.17% +38.0 +3.7% $652.93 +12.6%
20 DFUS DIMENSIONAL ETF TRUST 8,479.0 $601K 0.15% +764.0 +9.9% $70.90 +13.1%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.0%
Financial Services 23.7%
Consumer Cyclical 8.5%
Consumer Defensive 7.3%
Healthcare 5.3%
Communication Services 2.4%
Industrials 2.4%
Energy 2.0%
Utilities 1.4%