KELLY FINANCIAL GROUP LLC
Q2 2026 13F Holdings
- Locationwethersfield, CT
- Num holdings
107
- Value ($000)
$450,060
- Date Filed 07/14/2026
- Form type13F-HR
- CIK 0001128066
- 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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $70.84M | 16 % | 525,852 | ||
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $37.87M | 8 % | 459,051 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $32.24M | 7 % | 686,820 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $31.32M | 7 % | 490,232 | ||
PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $28.63M | 6 % | 299,442 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $24.64M | 6 % | 198,448 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $23.06M | 5 % | 329,931 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $20.21M | 5 % | 204,205 | ||
J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $19.61M | 4 % | 200,552 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $19.54M | 4 % | 270,282 |
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