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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $467M AUM 141 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 53 Added 42 Reduced 17 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 94,579.0 $70.8M 15.16% +53K +129.0% $748.89 +2.4%
2 IVW ISHARES TR 186,168.0 $25.6M 5.48% +3K +1.8% $137.53 +0.3%
3 BINC BLACKROCK ETF TRUST II 346,715.0 $18.1M 3.88% +22K +6.6% $52.34 -0.6%
4 TLH ISHARES TR 131,731.0 $13.2M 2.83% +5K +3.8% $100.35 -3.2%
5 SCHR SCHWAB STRATEGIC TR 527,022.0 $13.0M 2.78% +203K +62.6% $24.66 -1.0%
6 MBB ISHARES TR 127,863.0 $12.1M 2.59% +17K +15.8% $94.52 -1.3%
7 IGEB ISHARES TR 253,415.0 $11.4M 2.45% +167K +191.8% $45.11 -2.0%
8 SHLD GLOBAL X FDS 157,258.0 $9.4M 2.01% +56K +55.4% $59.71 +10.6%
9 JAAA JANUS DETROIT STR TR 129,226.0 $6.5M 1.40% +17K +14.8% $50.49 +0.4%
10 SYSB ISHARES TR 67,728.0 $6.0M 1.29% +11K +20.0% $88.72 -1.5%
11 EMLC VANECK ETF TRUST 138,426.0 $3.5M 0.76% +9K +7.0% $25.56 +1.0%
12 ITOT ISHARES TR 20,518.0 $3.4M 0.72% +228.0 +1.1% $164.27 +1.9%
13 BALI BLACKROCK ETF TRUST 82,596.0 $2.8M 0.60% +29K +53.6% $33.83 +2.5%
14 JEPI J P MORGAN EXCHANGE TRADED F 48,256.0 $2.7M 0.58% +18K +59.7% $56.48 +2.9%
15 DIVI FRANKLIN TEMPLETON ETF TR 44,422.0 $1.9M 0.41% +486.0 +1.1% $42.72 +4.1%
16 IUSB ISHARES TR 36,806.0 $1.7M 0.36% +7K +24.9% $46.15 -1.4%
17 SPXL DIREXION SHARES ETF TRUST 5,553.0 $1.5M 0.32% +344.0 +6.6% $270.66 +5.0%
18 PBTP INVESCO EXCH TRADED FD TR II 50,618.0 $1.3M 0.28% +15K +42.4% $25.65 +0.4%
19 LQD ISHARES TR 8,526.0 $930K 0.20% +4K +94.8% $109.06 -2.6%
20 KLAC KLA CORP Technology 3,027.0 $913K 0.20% +3K +899.0% $301.68 -39.8%
Page 1 of 3  ·  53 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 27.9%
Financial Services 24.5%
Basic Materials 11.7%
Industrials 9.5%
Consumer Cyclical 9.2%
Healthcare 4.6%
Energy 4.3%
Communication Services 4.1%
Consumer Defensive 3.1%
Real Estate 0.6%