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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 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLACKROCK ETF TRUST 906,269.0 $33.2M 7.10% NEW $36.60
2 GOVT ISHARES TR 646,386.0 $14.7M 3.15% NEW $22.78 -1.3%
3 IALT BLACKROCK ETF TRUST 366,056.0 $10.3M 2.20% NEW $28.05 +3.0%
4 GGOV BLACKROCK ETF TRUST II 179,662.0 $9.0M 1.93% NEW $50.29 -0.4%
5 BLCR BLACKROCK ETF TRUST 163,282.0 $8.2M 1.76% NEW $50.37 -3.0%
6 LMUB ISHARES TR 131,465.0 $6.7M 1.44% NEW $51.22 -3.3%
7 SECU BLACKROCK ETF TRUST II 117,403.0 $5.9M 1.25% NEW $49.86 -0.5%
8 LQDW ISHARES TR 180,681.0 $4.3M 0.93% NEW $24.02 -2.9%
9 EUHY ISHARES INC 67,238.0 $3.6M 0.78% NEW $53.86 -0.7%
10 RTX RTX CORPORATION Industrials 7,380.0 $1.4M 0.30% NEW $189.74 +10.3%
11 SOXL DIREXION SHARES ETF TRUST 1,963.0 $524K 0.11% NEW $266.72 -58.3%
12 EFG ISHARES TR 3,783.0 $471K 0.10% NEW $124.41 +0.5%
13 XAR SPDR SERIES TRUST 1,635.0 $464K 0.10% NEW $283.79 -6.4%
14 USIG ISHARES TR 8,983.0 $461K 0.10% NEW $51.29 -1.9%
15 INTC INTEL CORP Technology 2,543.0 $355K 0.08% NEW $139.61 -37.5%
16 WMT WALMART INC Consumer Defensive 3,038.0 $344K 0.07% NEW $113.28 -6.0%
17 XMMO INVESCO EXCHANGE TRADED FD T 1,742.0 $296K 0.06% NEW $170.16 -8.9%
18 HYG ISHARES TR 3,545.0 $284K 0.06% NEW $79.97 -0.3%
19 PANW PALO ALTO NETWORKS INC Technology 784.0 $267K 0.06% NEW $341.12 +2.9%
20 FLTR VANECK ETF TRUST 10,245.0 $262K 0.06% NEW $25.61 -0.1%
Page 1 of 2  ·  35 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%