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Kelsey Financial, LLC

Q1 2026 13F Holdings

  • Location
    moorpark, CA
  • Num holdings

    63

  • Value ($000)

    $114,350

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0002022609
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$21.14M
19 %

36,630

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$10.69M
9 %

50,036

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$10.52M
9 %

96,565

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$9.2M
8 %

174,976

A
AMGN

AMGEN INC

COM
031162100
$7.67M
7 %

21,798

A
AVGO

BROADCOM INC

COM
11135F101
$7.37M
6 %

23,803

I
IWS

ISHARES TR

RUS MDCP VAL ETF
464287473
$5.17M
5 %

35,460

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$4.67M
4 %

62,172

I
IWP

ISHARES TR

RUS MD CP GR ETF
464287481
$4.06M
4 %

31,682

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.12M
3 %

4,796

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