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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRUST FOR PROFESSIONAL MANAG 10,472.0 $266K 0.12% NEW $25.38
82 UDEC INNOVATOR ETFS TRUST 6,097.0 $254K 0.12% +174.0 +2.9% $41.68 +2.1%
83 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 657.0 $254K 0.12% +14.0 +2.2% $386.73 +4.2%
84 PBA PEMBINA PIPELINE CORP Energy 5,400.0 $250K 0.12% $46.25 +6.0%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 1,353.0 $245K 0.11% NEW $180.93 +3.4%
86 XLF SELECT SECTOR SPDR TR 4,553.0 $244K 0.11% -57.0 -1.2% $53.61 +6.7%
87 INTC INTEL CORP Technology 1,719.0 $240K 0.11% NEW $139.61 -36.3%
88 ESGD ISHARES TR 2,295.0 $236K 0.11% NEW $102.81 +2.5%
89 BX BLACKSTONE INC Financial Services 2,000.0 $235K 0.11% +353.0 +21.4% $117.65 +16.2%
90 RSP INVESCO EXCHANGE TRADED FD T 1,090.0 $232K 0.11% $212.77 +2.3%
91 ASML ASML HLDG NV Technology 113.0 $225K 0.10% NEW $1989.44 -16.3%
92 FXH FIRST TR EXCHANGE-TRADED FD 1,806.0 $221K 0.10% NEW $122.40 +8.7%
93 SPYD SPDR SERIES TRUST 4,600.0 $219K 0.10% NEW $47.71 +3.8%
94 GE GE AEROSPACE Industrials 549.0 $205K 0.10% NEW $373.58 -11.4%
95 AEE AMEREN CORP Utilities 1,805.0 $204K 0.10% NEW $113.04 -6.1%
96 NOW SERVICENOW INC Technology 2,019.0 $200K 0.09% NEW $99.28 +43.9%
97 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 10,000.0 $36K 0.02% NEW $3.64 -27.5%
Page 5 of 5  ·  97 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%