Kelly Financial Services LLC
Q2 2026 13F Holdings
- Locationbraintree, MA
- Num holdings
141
- Value ($000)
$467,242
- Date Filed 07/14/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $70.83M | 15 % | 94,579 | ||
BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | $33.17M | 7 % | 906,269 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $25.6M | 6 % | 186,168 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $24.25M | 5 % | 356,559 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $20.89M | 5 % | 92,005 | ||
BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | $18.15M | 4 % | 346,715 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $14.72M | 3 % | 646,386 | ||
BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | $14.16M | 3 % | 268,572 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | $13.22M | 3 % | 131,731 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $13M | 3 % | 527,022 |
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