Kelly Financial Group
$450M 13F equity value
111 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kelly Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 525,852 | $71M | 15.7% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 459,051 | $38M | 8.4% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 686,820 | $32M | 7.2% |
| JEMA | J P MORGAN EXCHANGE TRADED F | 490,232 | $31M | 7.0% |
| LDUR | PIMCO ETF TR | 299,442 | $29M | 6.4% |
| IWF | ISHARES TR | 198,448 | $25M | 5.5% |
| DFAT | DIMENSIONAL ETF TRUST | 329,931 | $23M | 5.1% |
| AGG | ISHARES TR | 204,205 | $20M | 4.5% |
| BBIB | J P MORGAN EXCHANGE TRADED F | 200,552 | $20M | 4.4% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 270,282 | $20M | 4.3% |
Track Kelly Financial Group's 13F portfolio: $450M in reported holdings, 111 positions. Top holdings and quarterly changes on SentiSense.
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