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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  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBUS J P MORGAN EXCHANGE TRADED F 497,791.0 $58.3M 14.67% -18K -3.4% $117.17 +12.6%
2 AGG ISHARES TR 191,117.0 $19.0M 4.77% -18K -8.6% $99.27 -0.1%
3 DFLV DIMENSIONAL ETF TRUST 422,016.0 $15.1M 3.79% -9K -2.0% $35.71 +10.0%
4 DFIS DIMENSIONAL ETF TRUST 286,288.0 $9.6M 2.42% -9K -2.9% $33.67 +3.6%
5 AAPL APPLE INC Technology 31,049.0 $7.8M 1.96% -449.0 -1.4% $251.06 +17.9%
6 DFIV DIMENSIONAL ETF TRUST 94,184.0 $5.0M 1.25% -6K -6.4% $52.77 +1.5%
7 BBIN J P MORGAN EXCHANGE TRADED F 65,383.0 $4.8M 1.20% -476K -87.9% $73.12 +4.9%
8 RSP INVESCO EXCHANGE TRADED FD T 17,110.0 $3.3M 0.83% -385.0 -2.2% $191.92 +9.3%
9 BBAG J P MORGAN EXCHANGE TRADED F 67,535.0 $3.1M 0.78% -562.0 -0.8% $46.16 -0.3%
10 IXUS ISHARES TR 32,334.0 $2.8M 0.70% -1K -3.0% $86.64 +8.2%
11 BBEU J P MORGAN EXCHANGE TRADED F 21,252.0 $1.5M 0.39% -4K -15.1% $72.41 +4.8%
12 IWM ISHARES TR 6,167.0 $1.5M 0.39% -167.0 -2.6% $248.00 +19.4%
13 SCHV SCHWAB STRATEGIC TR 45,280.0 $1.4M 0.35% -2K -4.5% $30.49 +12.0%
14 AMZN AMAZON COM INC Consumer Cyclical 6,440.0 $1.3M 0.33% -70.0 -1.1% $206.53 +15.7%
15 PDP INVESCO EXCHANGE TRADED FD T 10,913.0 $1.3M 0.33% -182.0 -1.6% $120.75 +22.7%
16 SLYV SPDR SERIES TRUST 12,959.0 $1.2M 0.31% -371.0 -2.8% $94.58 +12.5%
17 SCZ ISHARES TR 14,101.0 $1.1M 0.28% -241.0 -1.7% $78.41 +4.6%
18 IEMG ISHARES INC 12,236.0 $853K 0.21% -602.0 -4.7% $69.74 +15.8%
19 NVDA NVIDIA CORPORATION Technology 3,679.0 $614K 0.15% -190.0 -4.9% $166.95 +18.5%
20 J P MORGAN EXCHANGE TRADED F 4,699.0 $612K 0.15% -133.0 -2.8% $130.21
Page 1 of 2  ·  36 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%