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Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066
13F Portfolio $450M AUM 107 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 40 Added 33 Reduced 5 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBUS J P MORGAN EXCHANGE TRADED F 525,852.0 $70.8M 15.74% +28K +5.6% $134.72 +2.6%
2 JCPB J P MORGAN EXCHANGE TRADED F 686,820.0 $32.2M 7.16% +33K +5.1% $46.94 -1.2%
3 JEMA J P MORGAN EXCHANGE TRADED F 490,232.0 $31.3M 6.96% +6K +1.3% $63.88 -2.3%
4 LDUR PIMCO ETF TR 299,442.0 $28.6M 6.36% +17K +5.9% $95.61 -0.1%
5 IWF ISHARES TR 198,448.0 $24.6M 5.47% +150K +308.8% $124.17 -2.0%
6 DFAT DIMENSIONAL ETF TRUST 329,931.0 $23.1M 5.12% +3K +0.8% $69.90 +2.2%
7 AGG ISHARES TR 204,205.0 $20.2M 4.49% +13K +6.8% $98.98 -1.1%
8 BBIB J P MORGAN EXCHANGE TRADED F 200,552.0 $19.6M 4.36% +15K +8.3% $97.79 -0.8%
9 DFLV DIMENSIONAL ETF TRUST 427,276.0 $16.9M 3.75% +5K +1.2% $39.54 +6.5%
10 DFIS DIMENSIONAL ETF TRUST 301,633.0 $10.6M 2.35% +15K +5.4% $35.03 +7.7%
11 USMV ISHARES TR 98,110.0 $9.5M 2.10% +6K +6.6% $96.46 +5.3%
12 AAPL APPLE INC Technology 32,651.0 $9.4M 2.09% +2K +5.2% $288.70 +8.4%
13 JPIE J P MORGAN EXCHANGE TRADED F 132,006.0 $6.1M 1.35% +13K +10.6% $46.05 -0.3%
14 DFIV DIMENSIONAL ETF TRUST 97,787.0 $5.3M 1.17% +4K +3.8% $54.02 +7.9%
15 GBF ISHARES TR 28,342.0 $2.9M 0.65% +4K +16.1% $103.83 -1.2%
16 SCHR SCHWAB STRATEGIC TR 118,832.0 $2.9M 0.65% +7K +6.2% $24.66 -0.8%
17 AMZN AMAZON COM INC Consumer Cyclical 6,753.0 $1.6M 0.36% +313.0 +4.9% $238.39 +9.5%
18 SPSB SPDR SERIES TRUST 53,556.0 $1.6M 0.36% +28K +111.0% $30.01 -0.1%
19 JBND J P MORGAN EXCHANGE TRADED F 29,989.0 $1.6M 0.36% +23K +319.7% $53.50 -1.1%
20 BALT INNOVATOR ETFS TRUST 31,304.0 $1.1M 0.24% +8K +33.8% $34.27 +1.3%
Page 1 of 2  ·  40 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 21.2%
Communication Services 10.1%
Consumer Cyclical 8.5%
Consumer Defensive 6.2%
Healthcare 4.6%
Utilities 1.2%
Industrials 1.1%