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KELLY FINANCIAL GROUP LLC

Q1 2026 13F Holdings

  • Location
    wethersfield, CT
  • Num holdings

    100

  • Value ($000)

    $397,653

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001128066
  • 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
B
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
46641Q399
$58.33M
15 %

497,791

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$37.6M
10 %

496,488

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$30.76M
8 %

653,344

L
LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
72201R718
$27.1M
7 %

282,777

J
JEMA

J P MORGAN EXCHANGE TRADED F

ACTIVEBLDRS EMER
46641Q266
$25.17M
6 %

483,823

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$20.69M
5 %

48,539

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$20.44M
5 %

327,391

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$18.97M
5 %

191,117

B
BBIB

J P MORGAN EXCHANGE TRADED F

BETABUILDERS US
46654Q849
$18.28M
5 %

185,130

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$16.58M
4 %

270,353

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