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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPSB SPDR SERIES TRUST 25,388.0 $763K 0.19% +9K +52.6% $30.07 -0.3%
42 JPEM J P MORGAN EXCHANGE TRADED F 11,723.0 $728K 0.18% +570.0 +5.1% $62.13 +0.9%
43 IVV ISHARES TR 1,067.0 $697K 0.17% +38.0 +3.7% $652.93 +12.7%
44 MA MASTERCARD INCORPORATED Financial Services 1,327.0 $656K 0.17% $494.26 -0.2%
45 NVDA NVIDIA CORPORATION Technology 3,679.0 $614K 0.15% -190.0 -4.9% $166.95 +18.6%
46 J P MORGAN EXCHANGE TRADED F 4,699.0 $612K 0.15% -133.0 -2.8% $130.21
47 DFUS DIMENSIONAL ETF TRUST 8,479.0 $601K 0.15% +764.0 +9.9% $70.90 +13.2%
48 ISCV ISHARES TR 8,586.0 $597K 0.15% +962.0 +12.6% $69.51 +11.2%
49 SLQD ISHARES TR 11,815.0 $597K 0.15% -406.0 -3.3% $50.49 -0.3%
50 JAJL INNOVATOR ETFS TRUST 19,555.0 $568K 0.14% +13K +184.0% $29.07 +2.7%
51 XOM EXXON MOBIL CORP Energy 3,204.0 $544K 0.14% $169.84 -19.9%
52 INNOVATOR ETFS TRUST 19,522.0 $532K 0.13% NEW $27.26
53 ASML ASML HLDG NV Technology 402.0 $531K 0.13% $1320.83 +31.6%
54 SPY STATE STR SPDR S&P 500 ETF T Financial Services 804.0 $523K 0.13% -29.0 -3.5% $650.68 +12.5%
55 PFE PFIZER INC Healthcare 17,969.0 $505K 0.13% -566.0 -3.0% $28.08 -14.5%
56 IEI ISHARES TR 3,914.0 $464K 0.12% -74.0 -1.9% $118.60 -0.9%
57 IVW ISHARES TR 3,969.0 $449K 0.11% +262.0 +7.1% $113.07 +17.8%
58 SHY ISHARES TR 5,415.0 $447K 0.11% -142.0 -2.6% $82.57 -0.6%
59 HON HONEYWELL INTL INC Industrials 1,933.0 $436K 0.11% $225.79 +0.6%
60 WMT WALMART INC Consumer Defensive 3,449.0 $428K 0.11% +245.0 +7.7% $124.22 -4.0%
Page 3 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%