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Portfolio (Quarterly) Guide ↗

Kellett Wealth Advisors, LLC

· CIK 0001910381
13F Portfolio $215M AUM 97 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 47 Added 21 Reduced 3 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COS INC Energy 4,400.0 $327K 0.15% +200.0 +4.8% $74.34 -0.1%
42 MS MORGAN STANLEY Financial Services 1,555.0 $325K 0.15% +410.0 +35.8% $208.99 +1.6%
43 PALL ABRDN PALLADIUM ETF TRUST Financial Services 13,380.0 $295K 0.14% +11K +401.5% $22.08 +10.1%
44 META META PLATFORMS INC Communication Services 510.0 $287K 0.13% +58.0 +12.8% $563.38 +4.2%
45 UDEC INNOVATOR ETFS TRUST 6,097.0 $254K 0.12% +174.0 +2.9% $41.68 +2.1%
46 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 657.0 $254K 0.12% +14.0 +2.2% $386.73 +4.7%
47 BX BLACKSTONE INC Financial Services 2,000.0 $235K 0.11% +353.0 +21.4% $117.65 +16.1%
Page 3 of 3  ·  47 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
Financial Services 57.1%
Technology 15.4%
Consumer Defensive 11.8%
Healthcare 5.0%
Consumer Cyclical 3.5%
Energy 2.2%
Communication Services 2.0%
Industrials 1.5%
Utilities 1.4%