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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 10,150.0 $3.8M 0.84% $373.01 +32.8%
22 RSP INVESCO EXCHANGE TRADED FD T 16,511.0 $3.5M 0.78% -599.0 -3.5% $212.77 +4.5%
23 IXUS ISHARES TR 31,830.0 $3.0M 0.68% -504.0 -1.6% $95.44 +3.2%
24 BBAG J P MORGAN EXCHANGE TRADED F 64,944.0 $3.0M 0.66% -3K -3.8% $45.95 -1.3%
25 GBF ISHARES TR 28,342.0 $2.9M 0.65% +4K +16.1% $103.83 -1.3%
26 SCHR SCHWAB STRATEGIC TR 118,832.0 $2.9M 0.65% +7K +6.2% $24.66 -0.8%
27 NN NEXTNAV INC Communication Services 153,549.0 $2.7M 0.61% NEW $17.83 -12.0%
28 IWM ISHARES TR 6,034.0 $1.8M 0.40% -133.0 -2.2% $300.45 -0.3%
29 PDP INVESCO EXCHANGE TRADED FD T 10,827.0 $1.6M 0.36% -86.0 -0.8% $151.73 -10.1%
30 AMZN AMAZON COM INC Consumer Cyclical 6,753.0 $1.6M 0.36% +313.0 +4.9% $238.39 +9.4%
31 SPSB SPDR SERIES TRUST 53,556.0 $1.6M 0.36% +28K +111.0% $30.01 -0.2%
32 JBND J P MORGAN EXCHANGE TRADED F 29,989.0 $1.6M 0.36% +23K +319.7% $53.50 -1.2%
33 BBEU J P MORGAN EXCHANGE TRADED F 19,907.0 $1.5M 0.34% -1K -6.3% $77.77 +4.4%
34 SCHV SCHWAB STRATEGIC TR 44,284.0 $1.5M 0.34% -996.0 -2.2% $34.81 +0.5%
35 SLYV SPDR SERIES TRUST 12,760.0 $1.4M 0.31% -199.0 -1.5% $109.11 +1.0%
36 SCZ ISHARES TR 13,955.0 $1.1M 0.26% -146.0 -1.0% $82.27 +6.4%
37 BALT INNOVATOR ETFS TRUST 31,304.0 $1.1M 0.24% +8K +33.8% $34.27 +1.2%
38 QUAL ISHARES TR 4,612.0 $1.0M 0.23% -98.0 -2.1% $219.42 +2.0%
39 BERKSHIRE HATHAWAY INC DEL 2,008.0 $1.0M 0.22% $500.28
40 IEMG ISHARES INC 11,992.0 $993K 0.22% -244.0 -2.0% $82.84 -0.8%
Page 2 of 6  ·  107 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%