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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 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWY ISHARES TR 14,206.0 $3.5M 0.89% +1K +8.2% $248.84 +12.5%
22 RSP INVESCO EXCHANGE TRADED FD T 17,110.0 $3.3M 0.83% -385.0 -2.2% $191.92 +9.6%
23 BBAG J P MORGAN EXCHANGE TRADED F 67,535.0 $3.1M 0.78% -562.0 -0.8% $46.16 -0.3%
24 IXUS ISHARES TR 32,334.0 $2.8M 0.70% -1K -3.0% $86.64 +8.7%
25 SCHR SCHWAB STRATEGIC TR 111,870.0 $2.8M 0.70% +25K +28.3% $24.91 -0.9%
26 GBF ISHARES TR 24,423.0 $2.5M 0.64% $104.17 -0.2%
27 BBEU J P MORGAN EXCHANGE TRADED F 21,252.0 $1.5M 0.39% -4K -15.1% $72.41 +5.2%
28 IWM ISHARES TR 6,167.0 $1.5M 0.39% -167.0 -2.6% $248.00 +19.7%
29 SCHV SCHWAB STRATEGIC TR 45,280.0 $1.4M 0.35% -2K -4.5% $30.49 +12.6%
30 AMZN AMAZON COM INC Consumer Cyclical 6,440.0 $1.3M 0.33% -70.0 -1.1% $206.53 +13.4%
31 PDP INVESCO EXCHANGE TRADED FD T 10,913.0 $1.3M 0.33% -182.0 -1.6% $120.75 +23.3%
32 SLYV SPDR SERIES TRUST 12,959.0 $1.2M 0.31% -371.0 -2.8% $94.58 +13.1%
33 SCZ ISHARES TR 14,101.0 $1.1M 0.28% -241.0 -1.7% $78.41 +4.7%
34 BERKSHIRE HATHAWAY INC DEL 2,018.0 $967K 0.24% +141.0 +7.5% $479.03
35 PG PROCTER & GAMBLE CO Consumer Defensive 6,667.0 $963K 0.24% $144.43 +5.3%
36 IUSB ISHARES TR 19,900.0 $919K 0.23% +1K +7.9% $46.19 +0.1%
37 QUAL ISHARES TR 4,710.0 $903K 0.23% +42.0 +0.9% $191.75 +11.2%
38 IEMG ISHARES INC 12,236.0 $853K 0.21% -602.0 -4.7% $69.74 +16.8%
39 XLV SELECT SECTOR SPDR TR 5,591.0 $820K 0.21% +47.0 +0.8% $146.59 +4.6%
40 BALT INNOVATOR ETFS TRUST 23,404.0 $783K 0.20% +12K +113.7% $33.47 +2.3%
Page 2 of 5  ·  100 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%