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Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066
13F Portfolio $393M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New
Page 1 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBUS J P MORGAN EXCHANGE TRADED F 515,353.0 $63.5M 16.15% NEW $123.31 +7.1%
2 BBIN J P MORGAN EXCHANGE TRADED F 541,542.0 $39.2M 9.96% NEW $72.32 +6.3%
3 JCPB J P MORGAN EXCHANGE TRADED F 633,585.0 $30.1M 7.66% NEW $47.54 -1.1%
4 LDUR PIMCO ETF TR 274,819.0 $26.5M 6.73% NEW $96.30 -0.9%
5 IWF ISHARES TR 45,811.0 $21.7M 5.51% NEW $473.30 -74.7%
6 AGG ISHARES TR 209,181.0 $20.9M 5.31% NEW $99.88 -0.7%
7 JEMA J P MORGAN EXCHANGE TRADED F 421,311.0 $20.6M 5.25% NEW $49.00 +28.0%
8 DFAT DIMENSIONAL ETF TRUST 326,315.0 $19.4M 4.94% NEW $59.54 +15.8%
9 BBIB J P MORGAN EXCHANGE TRADED F 181,992.0 $18.1M 4.61% NEW $99.68 -1.8%
10 J P MORGAN EXCHANGE TRADED F 260,373.0 $16.5M 4.18% NEW $63.18
11 DFLV DIMENSIONAL ETF TRUST 430,807.0 $14.7M 3.75% NEW $34.21 +15.1%
12 DFIS DIMENSIONAL ETF TRUST 294,832.0 $9.7M 2.47% NEW $32.94 +6.0%
13 AAPL APPLE INC Technology 31,498.0 $8.6M 2.18% NEW $271.86 +7.8%
14 USMV ISHARES TR 89,272.0 $8.4M 2.14% NEW $94.16 +0.7%
15 JPIE J P MORGAN EXCHANGE TRADED F 117,567.0 $5.5M 1.39% NEW $46.50 -1.1%
16 DFIV DIMENSIONAL ETF TRUST 100,610.0 $5.0M 1.28% NEW $49.90 +7.6%
17 MSFT MICROSOFT CORP Technology 10,102.0 $4.9M 1.24% NEW $483.64 -24.4%
18 VOYA VOYA FINANCIAL INC Financial Services 4,072,102.0 $4.1M 1.03% NEW $1.00 +9105.0%
19 IWY ISHARES TR 13,128.0 $3.6M 0.92% NEW $276.94 +1.1%
20 RSP INVESCO EXCHANGE TRADED FD T 17,495.0 $3.4M 0.85% NEW $191.56 +9.8%
Page 1 of 5  ·  96 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 50.7%
Financial Services 23.7%
Consumer Cyclical 8.6%
Consumer Defensive 6.4%
Healthcare 4.5%
Communication Services 2.1%
Utilities 1.3%
Energy 1.3%
Industrials 1.3%