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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISCV ISHARES TR 8,586.0 $597K 0.15% +962.0 +12.6% $69.51 +10.7%
22 JAJL INNOVATOR ETFS TRUST 19,555.0 $568K 0.14% +13K +184.0% $29.07 +2.7%
23 IVW ISHARES TR 3,969.0 $449K 0.11% +262.0 +7.1% $113.07 +17.9%
24 WMT WALMART INC Consumer Defensive 3,449.0 $428K 0.11% +245.0 +7.7% $124.22 -4.2%
25 T AT&T INC Communication Services 13,534.0 $392K 0.10% +2K +21.6% $28.98 -22.8%
26 JPM JPMORGAN CHASE & CO Financial Services 1,306.0 $384K 0.10% +9.0 +0.7% $293.65 +13.6%
27 DFAX DIMENSIONAL ETF TRUST 10,188.0 $346K 0.09% +538.0 +5.6% $33.97 +7.4%
28 DYNF BLACKROCK ETF TRUST 5,906.0 $344K 0.09% +190.0 +3.3% $58.18 +14.2%
29 JNJ JOHNSON & JOHNSON Healthcare 1,308.0 $320K 0.08% +182.0 +16.2% $244.29 -1.3%
30 MCD MCDONALDS CORP Consumer Cyclical 1,005.0 $312K 0.08% +40.0 +4.2% $310.79 -11.9%
31 DFSD DIMENSIONAL ETF TRUST 6,083.0 $291K 0.07% +963.0 +18.8% $47.88 -0.4%
32 EFG ISHARES TR 2,523.0 $281K 0.07% +516.0 +25.7% $111.37 +9.3%
33 DFUV DIMENSIONAL ETF TRUST 5,432.0 $263K 0.07% +431.0 +8.6% $48.46 +12.4%
34 JEPI J P MORGAN EXCHANGE TRADED F 4,601.0 $261K 0.07% +686.0 +17.5% $56.68 -1.1%
35 EMGF ISHARES INC 3,853.0 $233K 0.06% +284.0 +8.0% $60.43 +19.0%
36 IAGG ISHARES TR 4,631.0 $232K 0.06% +479.0 +11.5% $50.04 +1.1%
37 TLH ISHARES TR 2,218.0 $223K 0.06% +66.0 +3.1% $100.72 +0.4%
38 MBB ISHARES TR 2,158.0 $205K 0.05% +19.0 +0.9% $94.95 -0.2%
Page 2 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%