Kelly Financial Services LLC

Q3 2025 13F Holdings

  • Location
    braintree, MA
  • Num holdings

    114

  • Value ($000)

    $386,152

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0002023336
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$31.45M
8 %

531,212

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.82M
6 %

35,582

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$22.99M
6 %

118,199

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$21.70M
6 %

179,795

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$20.57M
5 %

61,811

T
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$20.13M
5 %

195,420

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$18.97M
5 %

91,875

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$18.72M
5 %

283,941

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$16.01M
4 %

300,764

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$14.74M
4 %

217,326

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