Kelly Financial Services
$463M 13F equity value
149 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Kelly Financial Services covers the quarter ended September 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 |
|---|---|---|---|---|
| IVV | ISHARES TR | 99,605 | $76M | 16.5% |
| CORO | BLACKROCK ETF TRUST | 937,146 | $34M | 7.4% |
| IVW | ISHARES TR | 189,670 | $27M | 5.8% |
| DYNF | BLACKROCK ETF TRUST | 370,122 | $26M | 5.5% |
| IVE | ISHARES TR | 90,947 | $21M | 4.5% |
| BINC | BLACKROCK ETF TRUST II | 352,298 | $18M | 3.9% |
| GOVT | ISHARES TR | 733,796 | $16M | 3.5% |
| TLH | ISHARES TR | 152,327 | $14M | 3.0% |
| GGOV | BLACKROCK ETF TRUST II | 254,328 | $13M | 2.8% |
| BAI | BLACKROCK ETF TRUST | 264,999 | $13M | 2.7% |
Track Kelly Financial Services's 13F portfolio: $463M in reported holdings, 149 positions. Top holdings and quarterly changes on SentiSense.
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