Kelly Financial Services LLC
Q1 2026 13F Holdings
- Locationbraintree, MA
- Num holdings
128
- Value ($000)
$413,886
- Date Filed 04/13/2026
- Form type13F-HR
- CIK 0002023336
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $39.04M | 9 % | 59,936 | ||
BLACKROCK ETF TRUST | ISHARES INTL CTR | 09290C764 | $28.58M | 7 % | 891,885 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $25.06M | 6 % | 119,082 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $21.49M | 5 % | 190,570 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $20.96M | 5 % | 361,413 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $17.35M | 4 % | 334,470 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.3M | 4 % | 205,598 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $13.51M | 3 % | 591,172 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.38M | 3 % | 64,776 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | $12.31M | 3 % | 122,456 |
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