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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 1,299.0 $425K 0.09% -7.0 -0.5% $327.36 +9.1%
22 INNOVATOR ETFS TRUST 16,185.0 $421K 0.09% -250.0 -1.5% $25.98
23 DYNF BLACKROCK ETF TRUST 5,865.0 $399K 0.09% -41.0 -0.7% $68.01 +1.6%
24 BAC BANK OF AMER CORP Financial Services 6,181.0 $352K 0.08% -72.0 -1.1% $56.99 +9.5%
25 EFV ISHARES TR 4,593.0 $352K 0.08% -384.0 -7.7% $76.55 +7.4%
26 DFUV DIMENSIONAL ETF TRUST 5,379.0 $296K 0.07% -53.0 -1.0% $55.01 +4.4%
27 DFSD DIMENSIONAL ETF TRUST 5,976.0 $285K 0.06% -107.0 -1.8% $47.75 -0.8%
28 EMGF ISHARES INC 3,833.0 $281K 0.06% -20.0 -0.5% $73.26 -1.7%
29 T AT&T INC Communication Services 13,312.0 $276K 0.06% -222.0 -1.6% $20.70 +24.9%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 730.0 $271K 0.06% -15.0 -2.0% $370.59 -3.4%
31 DVY ISHARES TR 1,489.0 $233K 0.05% -42.0 -2.7% $156.30 +5.5%
32 IAGG ISHARES TR 4,229.0 $214K 0.05% -402.0 -8.7% $50.60 -1.5%
33 DNP DNP SELECT INCOME FD INC Financial Services 16,550.0 $179K 0.04% -710.0 -4.1% $10.79 +2.2%
Page 2 of 2  ·  33 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%